Executive Administrative Assistant

Are you a team player with a growth mindset? 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!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Overview

The Executive Administrative Assistant position reports to the Vice President of Legal Business Operations in LPL's Legal Department and performs general legal administrative assistant duties for multiple senior attorneys. This is a highly visible role in a dynamic and fast-paced environment. The role helps to build and create capacity for the team by professionally interacting with employees across the firm, as well as members of the Company’s managing directors, board of directors, regulators and outside counsel.

The position is based in Fort Mill, SC. You will be required to be in the office 3-days a week and remote on the other days.  The successful candidate will have strong attention to detail, thrive in a fast-paced environment, take a proactive approach to their work, possess excellent Microsoft Office skills (including PowerPoint) especially Outlook and build strong working relationships across the team and broader organization.

Responsibilities:

• Managing EVP and SVP’s calendars, including scheduling meetings, distributing materials, coordinating Tech support and ordering food/beverages, if applicable

• Assisting in the preparation and revision of documents and presentations

• Filing and retrieving documents using the iManage document management system

• Coordinating signatures for document execution, including use of e-signature

• Managing expense reports: organize receipts and input in Concur in a timely manner to ensure compliance with billing schedule

• Ordering department office supplies and maintain department distribution lists

• Coordinating travel: arranging all aspects of travel including air, lodging and transportation in conjunction with the corporate travel department

• Create strong working relationships with legal and non-legal personnel throughout the department, as well as C-suite executive assistants

• Coordinate closely with the team supporting the planning and logistics of quarterly board of directors' meetings

• Distribution of mail

• Serve as a go-to resource for general administrative tasks

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:

• 6 + years’ experience in an administrative assistant role

Core Competencies:

• Extensive experience and comfort working with high level executives and/or senior leaders; this is a high visibility position

• Experience with meeting planning/calendar management with proven success working across multiple time zones

• Exceptional knowledge of Microsoft Outlook, Word, PowerPoint and Excel

• Ability to prioritize, collaborate and work efficiently in a fast-paced environment

• Excellent attention to detail

• Proactive in meeting and exceeding needs of leaders supported

• Comfortable communicating with the most senior executives at the firm and their assistants

• Strong writing, editing and verbal communication abilities, including correct punctuation, spelling and grammar

Preferences:

• Knowledge of general office procedures in a legal department

• Familiarity with web-based software including Concur (expense), iManage (document management) and Passport (matter management system)

#LI-hybrid

Pay Range:

$25.71-$42.85/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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