Executive Administrative Assistant

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Job Overview:

The Executive Assistant will provide executive administrative support to LPL’s Executive Vice President (“EVP”) and leadership team, reporting directly to the EVP. The Executive Assistant’s primary responsibilities include managing heavy travel, scheduling meetings, maintaining calendars and files, generating and mailing correspondence, and other duties as assigned.

Responsibilities:

• Handle all day-to-day responsibilities for the executives they support. This includes and is not limited to answering emails, scheduling and coordinating meetings, booking conference rooms, and other general administrative functions.

• Manage group distribution lists for the business unit, ensuring they are accurate and up to date.

• Calendar all meetings and keep executives current with any changes; provide materials and order food/beverages where applicable.

• Heavy Travel coordination: arranging all aspects of travel including air, lodging, and transportation in conjunction with the corporate travel department.

  • Ensure ease of travel (i.e., checking into hotel day before if EVP is travelling on a red eye, ensuring a block of time between red eyes and first meetings etc.)

• Management of expenses: organize receipts and input in Concur in a timely manner to ensure meeting billing schedule.

• Prepare and review all documents for meetings as well as any department communications.

• Plans events such as department holiday parties and on-site support/planning for town halls.

• Act as “gatekeeper” to EVP to ensure EVP’s schedule is followed and respected. 

• Management of EVPs inbox.

  • Flag messages from other executives, clients and key business partners.

  • Forward escalations as needed to the correct business owners.

  • Partner with EVPs chief of staff to act on behalf of the EVP when appropriate by responding to emails.

• Look ahead to all external meetings.  Ensure prep meetings are scheduled and pre-read documents are received.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements: 

• 10+ years’ experience in executive administration support.

• 5+ years’ experience working with of all Microsoft applications - Excel, PowerPoint, Outlook, Word (MS Office Certification or equivalent operating knowledge preferred)

• 5+ years’ experience travel arrangement experience with proven success working across multiple time zones.

Core Competencies:

• Impeccable organizational and time management skills with the ability to multitask and prioritize effectively under pressure.

• Team-oriented experience and the ability to create solid working relationships with other administrative staff and others within the department.

• High level of integrity and the ability to maintain confidentiality with sensitive information.

Preferences:

• Ability to interact with people of all levels, clients and senior leadership, in a confident, professional manner.

• Excellent organizational and customer service skills.

• Financial Services industry experience or supporting a growth organization is a plus.

• Exceptional written and verbal communication skills.

• An adaptable and flexible approach to thrive in a rapidly changing environment.

• A proactive and solution-oriented mindset, anticipating needs and taking initiative.

• Associate or Bachelor’s degree

#LI-PA 

Pay Range:

$34.56-$57.60/hour
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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