Executive Administrative Assistant
Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Are you solution-oriented and committed to delivering results? Do you like thinking outside the box, learning new skills and problem solving? 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.
The Executive Assistant will provide support to SVP, Enterprise Recruiting.
The Executive Assistant 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.
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.
Other ad hoc projects as assigned.
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 knowledge of all Microsoft applications - Excel, PowerPoint, Outlook, Word (MS Office Certification or equivalent operating knowledge preferred)
Exceptional travel arrangement experience with proven success working across multiple time zones
Financial Services industry experience or supporting a sales organization is a plus
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.