Executive Admin Assistant

Are you an experienced Executive Assistant? Do you thrive working with C-Suite Executives? Would you describe yourself as someone that is detail-oriented, organized and has a strong ability to anticipate needs?

If so, this could be a great opportunity for you!

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

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.

We are seeking an Executive Administrative Assistant to partner with the Managing Director who leads Corporate Development, Investor Relations, Treasury and the Integration Management Office. The most qualified candidate is capable of professionally representing the executive, analyzing situations to make sound decisions that best position the executive and his leadership team while driving team culture and supporting administrative needs across the senior leadership team. This individual needs to be extremely detail-oriented, responsible, reliable, diligent, service-oriented, and personable. 
 

Primary responsibilities will include managing complex travel and meeting logistics for multiple senior leaders with minimal notice periods for organizing events and travel arrangements with keen attention to detail of creating extraordinary experiences for those attending the meetings and events.  Additionally, this role will support the key scheduling function for the Investor Relations calendar. 

Responsibilities:

• Maintaining accountability for the executive’s effectiveness through delivery of effective administrative support, including complex calendaring and logistics, meeting preparation, travel coordination and expense processing.
• Proactively protect the executive’s time and instinctively absorb any surmountable tasks to alleviate pressure where possible; anticipate the needs of the executive and operate independently to deliver creative solutions.
• Prepare and review all documents for meetings as well as any department communications.
• Seamlessly serve as executive’s proxy when their voice and/or presence is either impossible or impractical.
• Cultivate client and business partner relationships wherever possible, focusing heavily on delivering a distinguished hospitality experience and making conscious connections.
• Own and continuously improve the executive’s and the team’s operating cadence (e.g. 1:1s, team meetings, leadership off-sites, etc.).
• Promote effective collaboration among the department’s underlying business units, including in the absence of the executive’s direct participation.
• Ensure the productivity of team meetings by owning coordination, agenda, and note-taking; distill meeting notes into action plans.
• Demonstrate an attitude of resourcefulness and self-sufficiency in all tasks.
• Develop and maintain solid working relationships with peers across the firm to encourage a collaborative environment and deliver timely and accurate results.
• Appropriately handle information and tasks of a highly confidential nature, maintaining utmost discretion at all times.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 2+ years of experience in an executive assistant role
• Ability to work in-office Monday-Friday
• Experience working efficiently in a fast-paced professional environment
• Comfort working with high level executives; this is a high visibility position
• Exceptional knowledge of all Microsoft applications - Excel, PowerPoint, Outlook, Word (MS Office Certification or equivalent operating knowledge preferred)

Core Competencies:

• Interact well with peers, senior managers, and other staff in the department
• Excellent organizational and customer service skills, with high attention to detail
• Superior writing and editing ability
• Excellent oral and written communication skills
• Must be proactive in meeting and exceeding needs of leader and handle confidential information
• Ability to meet deadlines and multi-task in a fast paced environment

Preferences:

• Bachelor's degree preferred
• Financial Services industry experience
• Previous project management experience preferred
• Exceptional travel arrangement experience with proven success working across multiple time zones

 

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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

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.

For further information about LPL, please visit www.lpl.com.

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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