Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Executive Assistant will provide executive administrative support to LPL’s Executive Vice President (“EVP”) and leadership team, reporting directly to the EVP. The Executive Assistant’s primary responsibilities include managing heavy travel, scheduling meetings, maintaining calendars and files, generating and mailing correspondence, and other duties as assigned.

Responsibilities:

• Handle all day-to-day responsibilities for the executives they support. This includes and is not limited to answering emails, scheduling and coordinating meetings, booking conference rooms, and other general administrative functions.

• Manage group distribution lists for the business unit, ensuring they are accurate and up to date.

• 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.

  • Ensure ease of travel (i.e., checking into hotel day before if EVP is travelling on a red eye, ensuring a block of time between red eyes and first meetings etc.)

• Support client engagement activities by coordinating small-group meetings involving advisors, clients, subject matter experts, and executive leadership. Manage schedules, meeting logistics, materials, and follow-up to deliver a professional and organized experience

• 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.

• Plans events such as department holiday parties and on-site support/planning for town halls.

• Act as “gatekeeper” to EVP to ensure EVP’s schedule is followed and respected. 

• Management of EVPs inbox.

  • Flag messages from other executives, clients and key business partners.

  • Forward escalations as needed to the correct business owners.

  • Partner with EVPs chief of staff to act on behalf of the EVP when appropriate by responding to emails.

• Look ahead to all external meetings.  Ensure prep meetings are scheduled and pre-read documents are received.

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: 

• 10+ years’ experience in executive administration support.

• 5+ years’ experience working with of all Microsoft applications - Excel, PowerPoint, Outlook, Word (MS Office Certification or equivalent operating knowledge preferred)

• 5+ years’ experience travel arrangement experience with proven success working across multiple time zones.

Core Competencies:

• Impeccable organizational and time management skills with the ability to multitask and prioritize effectively under pressure.
• Team-oriented experience and the ability to create solid working relationships with other administrative staff and others within the department.
• High level of integrity and the ability to maintain confidentiality with sensitive information.
• Ability to interact with people of all levels, clients and senior leadership, in a confident, professional manner.
• Exceptional written and verbal communication skills.
• An adaptable and flexible approach to thrive in a rapidly changing environment.
• A proactive and solution-oriented mindset, anticipating needs and taking initiative.

Preferences:

• Financial Services industry experience or supporting a growth organization is a plus.
• Associate or Bachelor’s degree

#LI-PA 

Pay Range:

Company Overview:

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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com.

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 @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.

EAC 5.19.26