LPL Financial
Executive Administrative Assistant
LPL Financial, Fort Mill, South Carolina, United States, 29715
Senior Administrative Assistant
The Senior Administrative Assistant will provide administrative support to the senior leaders within their respective department. Primary responsibilities include managing heavy travel, phones, scheduling meetings, maintaining calendars and files, generating and mailing correspondence, slide deck creation, event planning, expense reporting, and other duties as assigned. Responsibilities: Handle all day-to-day responsibilities for the SVP's 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 senior leaders 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 into travel management system in a timely manner to ensure meeting the billing schedule Prepare and review all documents for meetings as well as any department communications Serve as a go-to resource for senior leaders and other staff members, and responsible for maintenance of team office supplies/needs 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, and handle confidential information Other ad hoc projects as assigned Support preparation and facilitation of management routines What Are We Looking For?
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: Minimum of 6+ years' experience in an administrative assistant role Extensive experience working with senior leadership Exception travel arrangement experience, with proven success working across time Must be open to working in our Fort Mill, SC office Core Competencies: Ability to prioritize and work efficiently in a fast-paced, busy department. This person will interact with peers, senior managers, and other staff in their department Excellent organizational and customer service skills Excellent oral and written communication skills Must be proactive in meeting and exceeding the needs of the leaders and handling confidential information Ability to meet deadlines and multi-task in a fast-paced environment Preferences: Financial Services industry experience or supporting a technology organization is a plus Pay Range: $20.19-$33.65/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. (Nasdaq: LPLA) 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 institution, 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. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients. Impactful Work: Our size is just right for you to make a real impact. Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Community Focus: We care for our communities and encourage our employees to do the same. Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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. 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 (855) 575-6947.
The Senior Administrative Assistant will provide administrative support to the senior leaders within their respective department. Primary responsibilities include managing heavy travel, phones, scheduling meetings, maintaining calendars and files, generating and mailing correspondence, slide deck creation, event planning, expense reporting, and other duties as assigned. Responsibilities: Handle all day-to-day responsibilities for the SVP's 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 senior leaders 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 into travel management system in a timely manner to ensure meeting the billing schedule Prepare and review all documents for meetings as well as any department communications Serve as a go-to resource for senior leaders and other staff members, and responsible for maintenance of team office supplies/needs 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, and handle confidential information Other ad hoc projects as assigned Support preparation and facilitation of management routines What Are We Looking For?
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: Minimum of 6+ years' experience in an administrative assistant role Extensive experience working with senior leadership Exception travel arrangement experience, with proven success working across time Must be open to working in our Fort Mill, SC office Core Competencies: Ability to prioritize and work efficiently in a fast-paced, busy department. This person will interact with peers, senior managers, and other staff in their department Excellent organizational and customer service skills Excellent oral and written communication skills Must be proactive in meeting and exceeding the needs of the leaders and handling confidential information Ability to meet deadlines and multi-task in a fast-paced environment Preferences: Financial Services industry experience or supporting a technology organization is a plus Pay Range: $20.19-$33.65/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. (Nasdaq: LPLA) 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 institution, 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. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients. Impactful Work: Our size is just right for you to make a real impact. Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Community Focus: We care for our communities and encourage our employees to do the same. Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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. 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 (855) 575-6947.