Are you a team player with a growth mindset? 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!
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 investment product and platform department. This position will primarily provide support to the Executive Vice President and secondarily, support two senior vice presidents and the overall needs of the department.
Handle all day-to-day responsibilities for the executive they support while being able to assist with administrative tasks for the rest of the team.
Calendar all meetings and keep EVP 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 and ensuring all details are situated with advisors or sponsors the EVP is visiting
Management of expenses: organize receipts and input in Concur in a timely manner to ensure meeting billing schedule.
Serve as a go-to resource for the team
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.
6+ years’ experience in an executive assistant role
Extensive experience and comfort working with high-level executives. This is a high visibility position.
Travel arrangement experience
Excellent organizational and customer service skills
Strong oral and written communication skills
Must be proactive in meeting and exceeding needs of leader and handle confidential information
Financial Services industry experience is a plus
Exceptional knowledge of all Microsoft applications: Excel, PowerPoint, Outlook, Word. (MS Office Certification or equivalent operating knowledge preferred)
Ability to meet deadlines and manage multiple priorities in a fast paced environment. This person will Interact with peers, senior managers, and other staff in their department.
Previous project management experience preferred, but not required
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.
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