Executive Assistant to CEO

The Executive Assistant will provide executive administrative support to LPL’s CEO, primary responsibilities include calendar and travel management, inbox management and preparing the CEO for all meetings.

Responsibilities:

• Handle all day-to-day responsibilities for the CEO.
• Calendar all meetings and keep CEO current with any changes; provide materials and order food/beverages where applicable.
  • Keep CEO’s 6-month travel schedule up to date.
  • Look ahead for opportunities to enhance the productivity of a trip. (i.e., check to see what top clients are in the area CEO is travelling to in case there is an opportunity for a meeting).
  • Categorize CEO’s schedule so that team can perform a bi-annual calendar review and easily decipher where CEO is spending the most time.
  • Act as “gatekeeper” to CEO to ensure CEO’s schedule is followed and respected. 
• Arrange 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 CEO is travelling on a red eye, ensuring a block of time between red eyes and first meetings etc.)
• Management of CEO's inbox.
  • Flag messages from clients, board members and prospective clients. 
  • Forward escalations as needed to the correct business owners.
  • Act on behalf of the CEO when appropriate by responding to emails as agreed upon with the CEO.
• Prepare and review all documents for meetings as well as any department communications.
• Look ahead to all external meetings. Ensure prep meetings are scheduled and pre-read documents are received.
  • Conserve the CEO’s time by reading, researching, collecting and analyzing information as needed, in advance. 
• Engage with Board members appropriately. Understand the Board schedule, the CEO’s role in the Board meetings and ensure materials are reviewed by CEO before distribution.
• Be responsive to emails/texts/phone calls, with contact outside normal business hours.

Requirements: 

• 10+ years’ experience in C-Suite level executive administration support.
• Associate or Bachelor’s degree preferred.
• Team-oriented experience and the ability to create solid working relationships with other administrative staff and others within the department.
• Ability to interact with people of all levels, clients and senior leadership, in a confident, professional manner.
• Excellent organizational and customer service skills.
• Exceptional travel arrangement experience with proven success working across multiple time zones.
• Financial Services industry experience or supporting a growth organization is a plus.
• Exceptional written and verbal communication skills.
• Exceptional knowledge of all Microsoft applications - Excel, PowerPoint, Outlook, Word (MS Office Certification or equivalent operating knowledge preferred)
• An adaptable and flexible approach to thrive in a rapidly changing environment.
• A proactive and solution-oriented mindset, anticipating needs and taking initiative.
• High level of integrity and the ability to maintain confidentiality with sensitive information.
• Impeccable organizational and time management skills with the ability to multitask and prioritize effectively under pressure.
• This role is expected to work in the San Diego office on a full-time basis.

Pay Range:

$99,300.00 - $165,500.00

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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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.