Executive Administrative Assistant at LPL Financial

LPL Financial

Title: Executive Administrative Assistant

  • Location: United States

Are you an experienced Executive Assistant?

Do you thrive working with C-Suite Executives?

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!

Job Overview

As an Executive Assistant, you will provide executive administrative support, with primary responsibilities including managing heavy travel, phones, scheduling meetings, maintaining calendars and files, generating and mailing correspondence, and other duties as assigned.

What will you do?

  • Handle all day-to-day responsibilities for the executives 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 executives 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 in Concur in a timely manner to ensure meeting billing schedule.
  • Prepare and review all documents for meetings as well as any department communications.
  • 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 clients, 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.

What skills, experiences, and education are required?

  • Associate’s or Bachelor’s degree preferred
  • Minimum of 6 years’ experience in an executive assistant role
  • Extensive experience and comfort working with high level executives; this is a high visibility position
  • Exceptional travel arrangement experience with proven success working across multiple time zones
  • Financial Services industry experience or supporting a sales organization is a plus
  • 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
  • Interact well with peers, senior managers, and other staff in the department
  • Excellent organizational and customer service skills
  • Superior writing and editing ability
  • Excellent oral and written communication skills
  • Must be proactive in meeting and exceeding needs of leader and handle confidential information
  • Ability to meet deadlines and multi-task in a fast paced environment
  • Previous project management experience preferred, but not required.

Why 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.

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