Executive Administrative Assistant

1 month ago

San Diego, United States LPL Financial Full time

Are you an experienced Executive Assistant? Would you describe yourself as someone that is detail-oriented, organized, and has a strong ability to anticipate needs? If so, this could a great opportunity 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

As an Executive Assistant, you will provide executive administrative support, with primary responsibilities including managing travel and expense management needs, scheduling meetings, maintaining calendars and files, coordinating offsite group meetings, generating correspondence, and other special projects as assigned. This role requires in-office work a minimum of three days per week.

Responsibilities:

Handle all day-to-day responsibilities for multiple Senior Vice Presidents. This includes and is not limited to scheduling and coordinating meetings and other general administrative functions.

Calendar all meetings and keep executives current with any changes

Schedule meetings and manage logistics for occasional offsite group meetings; coordinate food and beverage orders when applicable.

Moderate level of 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 promptly to ensure meeting the billing schedule.

Serve as a go-to resource for executives 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.

Hybrid working environment with in-office requirements when supported leadership is in the office

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’ experience in concurrently supporting multiple senior executives

Core Competencies:

Experience and comfort working with executives

Ability to use good judgment and effectively prioritize backlog of tasks to ensure the most critical work is done timely

Demonstrates excellent active listening skills to fully understand client needs

Exceptional travel arrangement experience with proven success working across time zones

Exceptional knowledge of all Microsoft applications – Outlook

Interact well with peers, senior managers, and other staff in the department

Excellent organizational and customer service skills

Must be proactive in meeting and exceeding the needs of the leader and handle confidential information

Ability to meet deadlines and multi-task in a fast-paced environment

Preferences:

Excellent oral and written communication skills

Microsoft Excel and Powerpoint experience

Concur platform experience

#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 offer

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