Executive Assistant

Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Are you solution-oriented and committed to delivering results? Do you like thinking outside the box, learning new skills and problem solving? If so, then this could be the role for you!

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.

*Please note that this will be a hybrid position with the expectation of 3 days/week in office*

Job Overview:

As an Executive Assistant, you will provide executive administrative support, with primary responsibilities including managing heavy meeting scheduling, coordination of in-person meetings and preparation of meeting materials, managing travel, expenses, maintaining calendars and files, and other duties as assigned.

Responsibilities:

• Handle all day-to-day responsibilities to support the leadership team within the Controllership organization. This includes and is not limited to scheduling and coordinating meetings (Controllership townhalls, recurring internal touchpoints, vendor meetings), collecting meeting materials and other general administrative functions such as organizing building/badge/network access and reserving desks for non-employees.

• Calendar all recurring and vendor meetings and keep leaders current with any changes; provide materials, coordinate tech support and order food/beverages where applicable. Be aware and inform leaders of enterprise-wide events that will impact the Controllership organization.

• Anticipate needs of the Controllership organization to organize and streamline daily deliverables.

• Heavy travel coordination: arranging all aspects of travel including air, lodging, and transportation in conjunction with the corporate travel department; assisting with issues that may arise during travel. Management of expense reports for the leadership team.

• Maintain organizational charts for the department in Lucid, update team sites and maintain/update departmental PowerPoint presentations.

• Serve as a go-to resource for leaders and other team members by creating deep networks within the company and relationships with other administrative staff. Stay connected to the greater Finance, Operations & Risk organization on interconnected events throughout the year.

• Work professionally with senior executives and clients, think and work independently, be proactive, handle confidential information and work effectively and efficiently.

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:

• Minimum of 6 years experience in an executive assistant role.

• Extensive experience and comfort working with high-level executives; this is a high visibility position.

• Exceptional travel arrangement experience with proven success working across multiple time zones.

• Exceptional knowledge of all Microsoft applications - Excel, PowerPoint, Outlook, Word.

• Requires strong attention to detail and ability to prioritize tasks.

Core Competencies:

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

• Ability to create relationships & deep networks.

• Superior writing and editing ability.

• Ability to meet deadlines and multi-task in a fast-paced environment.

Preferences:

• MS Office Certification or equivalent operating knowledge

• Notary or willingness to become a notary

• Previous project management experience

• Associate's 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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