Job ID R-026195Date posted 09/27/2022Primary Location CA-San Diego
This individual will provide support to the Executive Vice President of our IS Relationship Management team as well as serve as a business manager across the team. The Business Manager will provide executive administrative support, with primary responsibilities including managing travel, phones, scheduling meetings, maintaining calendars and files, generating and mailing correspondence, and other business manager duties as assigned.
Handle all day-to-day responsibilities for the executive 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.
Work with the executive to build TownHall agendas
Coordinate monthly business summaries from department heads
Coordinate engagement and pulse survey responses
Serve as a go-to resource for executive and other staff members
Create solid working relationships with other administrative staff and others within the department
Work professionally with senior executives and clients, think and work independently, be proactive, handle confidential information and work effectively and efficiently
Develop and maintain recognition program
Manage open hiring rec approvals- make sure they are getting approved in a timely fashion
Insurance backlog project Management- keep us on track with where we are on completing backlog items
Coordinating the Dan 1 on 1 template monthly
Will coordinate and lead other projects as needed
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.
Associate's or Bachelor's degree preferred
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
Financial Services industry experience or supporting a sales organization is a plus
Exceptional knowledge of all Microsoft applications - Excel, PowerPoint, Outlook, Word (MS Office Certification or equivalent operating knowledge preferred)
Ability to prioritize and work efficiently in a fast-paced environment
Interact well with peers, senior managers, and other staff in the department
Excellent organizational and customer service skills
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
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.