Executive AssistantApply Job ID: R-023669 Date posted: 07/22/2022 Primary Location SC-Fort Mill
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?
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.
As an Executive Assistant, you will provide executive administrative support, with primary responsibilities including managing heavy travel, phones, scheduling meetings, maintaining calendars and files, generating and mailing correspondence, and other duties as assigned.
Handle all day-to-day responsibilities for the executives they support. This includes and is not limited to answering multiple phone lines, scheduling and coordinating meetings and other general administrative functions.
Calendar all meetings and keep executives current with any changes; provide materials and order food/beverages where applicable
Heavy Travel coordination: arranging all aspects of travel including air, lodging, and transportation in conjunction with the corporate travel department
Management of expenses: organize receipts and input in Concur in a timely manner to ensure meeting billing schedule
Prepare and review all documents for meetings as well as any department communications; including agendas, reports, and presentations
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.
5+ years of experience in an Executive Assistant role
Exceptional knowledge of all Microsoft applications - Excel, PowerPoint, Outlook, and Word
Ability to work in the Fort Mill office frequently
Ability to travel to San Diego quarterly
Extensive experience and comfort working with high level executives; this is a high visibility position
Excellent communication, presentation, written, and interpersonal skills needed
Extremely polished and professional
Ability to work well under pressure
Experience working with Investors and/or financial institutions
Experience working with sensitive information
Experience working with Concur to manage expenses
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.