LPL Financial
Executive Assistant
At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. We are seeking a highly organized and proactive Executive Assistant to support our executive team. As an Executive Assistant, you will provide comprehensive administrative support to multiple Executive and Senior Vice Presidents, ensuring smooth and efficient operations. This role requires exceptional organizational skills, schedule flexibility, attention to detail and the ability to handle sensitive information with discretion. Responsibilities include: Handle all day-to-day responsibilities, including scheduling, meeting coordination, materials preparation, and general administrative functions. Manage complex calendars across multiple executives, keeping them current with changes and resolving scheduling conflicts. Partner with the Business Management Lead on department initiatives and communications. Coordinate extensive travel arrangements including air, lodging, and transportation for multiple executives. Manage expenses and documentation for multiple cost centers. Prepare and review documents for meetings and department communications. Maintain timelines, process, and procedure documents for key responsibilities. Support the creation and distribution of department communications. Track and follow up on action items from key meetings. Coordinate logistics for departmental events and meetings. Serve as a go-to resource for executives and business management lead. Create solid working relationships with other administrative staff and department members. Work professionally with senior executives across multiple departments, think and work independently, be proactive, handle confidential information and work effectively and efficiently. We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: 2+ years' experience in Executive Administrative Support 2+ years' experience in Relevant office management responsibilities Willingness to come into the office 3 days a week Core competencies include: Ability to prioritize and work efficiently in a fast-paced environment Superior written and verbal communication skills Exceptional organizational and time management capabilities Strong problem-solving abilities Professional demeanor and adaptability Ability to maintain confidentiality and exercise discretion Excellence in managing multiple competing priorities Experience supporting multiple executives simultaneously Extensive experience and comfort working with high-level executives; this is a high-visibility position Preferences: Bachelor's Degree Previous financial services/wealth management firm experience Experience supporting SVP or higher-level executives Pay Range: $25.71-$42.85/hour. Actual 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! LPL Financial Holdings Inc. is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. We are seeking a highly organized and proactive Executive Assistant to support our executive team. As an Executive Assistant, you will provide comprehensive administrative support to multiple Executive and Senior Vice Presidents, ensuring smooth and efficient operations. This role requires exceptional organizational skills, schedule flexibility, attention to detail and the ability to handle sensitive information with discretion. Responsibilities include: Handle all day-to-day responsibilities, including scheduling, meeting coordination, materials preparation, and general administrative functions. Manage complex calendars across multiple executives, keeping them current with changes and resolving scheduling conflicts. Partner with the Business Management Lead on department initiatives and communications. Coordinate extensive travel arrangements including air, lodging, and transportation for multiple executives. Manage expenses and documentation for multiple cost centers. Prepare and review documents for meetings and department communications. Maintain timelines, process, and procedure documents for key responsibilities. Support the creation and distribution of department communications. Track and follow up on action items from key meetings. Coordinate logistics for departmental events and meetings. Serve as a go-to resource for executives and business management lead. Create solid working relationships with other administrative staff and department members. Work professionally with senior executives across multiple departments, think and work independently, be proactive, handle confidential information and work effectively and efficiently. We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: 2+ years' experience in Executive Administrative Support 2+ years' experience in Relevant office management responsibilities Willingness to come into the office 3 days a week Core competencies include: Ability to prioritize and work efficiently in a fast-paced environment Superior written and verbal communication skills Exceptional organizational and time management capabilities Strong problem-solving abilities Professional demeanor and adaptability Ability to maintain confidentiality and exercise discretion Excellence in managing multiple competing priorities Experience supporting multiple executives simultaneously Extensive experience and comfort working with high-level executives; this is a high-visibility position Preferences: Bachelor's Degree Previous financial services/wealth management firm experience Experience supporting SVP or higher-level executives Pay Range: $25.71-$42.85/hour. Actual 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! LPL Financial Holdings Inc. is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.