Executive Admin Assistant

1 month ago

San Diego, California, United States LPL Financial Full time

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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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.

Job Overview:

We are currently looking to hire an Executive Administrative Assistant within our Trading organization. This position serves a critical role in effective leadership and execution across the Trading Department by providing support to the Executive Vice President onsite and supplemental support to 4 Senior Vice Presidents and 1 Vice President.

Responsibilities:

  • Handle all day-to-day administrative responsibilities for EVP while being able to assist with administrative tasks for broader trading executive team.
  • Calendar all meetings, coordinate cross-functionally to identify available times and keep EVP current with any changes; create/disseminate meeting agendas and follow ups; coordinate conference rooms and/or technical needs for meetings.
  • Arrange all aspects of travel including air, lodging, and transportation in conjunction with the corporate travel department and ensure all details are situated with the locations & people EVP is visiting.
  • Foster employee engagement through support and advocacy for related activities, events and initiatives, while acting as a culture carrier across 300-person trading organization.
  • Expense management and input into Concur in a timely manner to ensure compliance with billing schedule.
  • Serve as a go-to resource for the team, assisting with cross-functional coordination, real estate and space considerations, technology requests, system access and employee acclimation.
  • Work professionally with senior executives and clients, think and work independently, be proactive, handle confidential information and work effectively and efficiently.
  • Develop strong internal relationships across the business, IT, real estate, admin community and others, to aid in efficient execution of both administrative responsibilities and overall department execution.

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.

Requirements:

  • 5+ years' experience in an executive assistant role.
  • Must be willing to work primarily in office.
  • Extensive experience and comfort working with high-level executives.
  • Exceptional travel arrangement experience.
  • Strong technical competency, including exceptional knowledge of all Microsoft applications: Excel, PowerPoint, Outlook, Word. (MS Office Certification or equivalent operating knowledge preferred).

Core Competencies:

  • Self-starter with the ability to work independently and identify ways to deliver value for leaders, employees and clients
  • 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.
  • Highly collaborative orientation, proactively seeking ways to add value for the department
  • Strong relationship building skills, cultivating relationships throughout the organization to facilitate support of team objectives
  • Excellent organizational and customer service skills.
  • Strong oral and written communication skills and attention to detail.
  • Must be proactive in meeting and exceeding needs of leaders and handling confidential information with care.
  • A helpful, respectful and personable approach to client and coworker interactions.
  • Personal pride in delivering exceptional experiences to clients and coworkers.

Preferences:

  • Financial Services industry experience is a plus.
  • #LI-Hybrid #LI-Onsite #SanDiegoCA

Pay Range:

$28.27-$47.12/hourActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offerWhy LPL?

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.

Want to hear from our employees on what it's like to work at LPL? Watch this

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here

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 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

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