Executive Admin AssistantApply Job ID: R-023207 Date posted: 05/06/2022 Primary Location SC-Fort Mill
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! Excited to learn more? If so, then this could be the role 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 18,000 financial advisors, 800 institution-based investment programs and 450 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.
We are currently looking to hire an Executive Administrative Assistant within the Wealth Management Solutions Strategic Partners organization. This position will primarily provide support to the Executive Vice President and secondarily, support three senior vice presidents and the overall needs of the department.
Executive administrative support for the EVP, with primary day-to-day responsibilities including managing heavy travel coordination in conjunction with the corporate travel department, phones, scheduling meetings, maintaining calendars and files, among others.
Provide support scheduling meetings and expense reporting for the SVPs, and Departmental support which includes coordinating large team meetings, assisting with visiting guests and ensuring items are ordered.
Management of expenses: organize receipts and input in Concur in a timely manner to ensure we meet billing schedule.
Coordination with sponsor partners to set up events, meetings and conference arrangements.
Work professionally with senior executives and clients, including ability to think and work independently and interact with the media, our partner firms and our advisors.
What are we looking for?
We want a strong collaborator who takes personal pride in delivering exceptional experiences to clients and coworkers. This individual should be extremely detail-oriented, responsible, reliable, diligent, service-oriented, and personable. We need someone who thrives in a fast-paced environment, is helpful, detail-oriented and a team player who is able to work in the office at least 3 days per week.
Strong oral and written communication skills.
Minimum of 6+ years’ experience in an executive assistant role, comfort working with high-level executives (high visibility position)
Proactive in meeting and exceeding needs of leader and handle confidential information.
Ability to meet deadlines and manage multiple competing priorities in a fast paced environment.
Financial Services industry experience a plus
Previous project management experience preferred but not required
Exceptional knowledge of all Microsoft applications: Excel, PowerPoint, Outlook, Word (MS Office Certification or equivalent operating knowledge preferred).
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 (800) 877-7210.