Executive Administrative Assistant

3 weeks ago

San Diego, California, United States LPL Financial Full time

Are you an experienced Executive Assistant? Do you thrive working in a fast-paced environment supporting multiple Executives? Would you describe yourself as someone that is detail oriented, extremely organized and has a strong ability to anticipate needs? If so, this could a great opportunity 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:

In this role, you will provide executive administrative support for the LPL leadership team, including managing heavy travel, scheduling meetings, coordinating and preparing meeting materials, maintaining calendars and files, and other duties as assigned.

Responsibilities:

  • Handle all day-to-day responsibilities for the executives they support. This includes and is not limited to responding to emails, scheduling and coordinating meetings, collecting meeting materials and other general administrative functions.
  • Calendar all meetings and keep executives current with any changes; provide materials, coordinate technology support and order food/beverages where applicable.
  • 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.
  • Plan events such as department holiday parties and on-site/support/planning for town halls or other forums
  • 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 partners, think and work independently, be proactive, handle confidential information and work effectively and efficiently.
  • Other ad hoc projects as assigned.

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:

  • Minimum of 3 years of experience in an executive assistant role.
  • Extensive experience and comfort working with high level executives
  • Proven success working across multiple time zones.
  • 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.

Preferences:

  • Associate's or Bachelor's degree
  • Interact well with peers, senior managers, and other staff in the company.
  • Excellent organizational and customer service skills.
  • Requires strong attention to detail and ability to prioritize tasks.
  • Must be proactive in meeting and exceeding needs of the leaders, with the ability to meet deadlines and multi-task
  • Please note: this role will require you to be in the office 4 days a week.

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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