Executive Assistant to Office of the CEO

LPL is currently hiring an Executive Assistant to Office of the CEO. The Executive Assistant will provide administrative support to LPL's Office of the CEO and primary responsibilities include supporting the CEO and EA to the CEO with expense management, ad hoc project management, SVP, Chief of Staff administrative support, material and conference preparation.

Responsibilities:

• Collaborate with the Office of the CEO team, assist with MC Meeting coordination, Board Meeting deliverables and scheduling, conference prep and coordination and ad hoc project management.
• Primary back up support for the Executive Assistant to CEO.
• Manage incoming mail – open all mail, flag client letters, escalate complaints as needed.
• Manage personal requests for CEO, including, but not limited to:
  • Booking travel for executive and family
  • Management of tax information
  • Scheduling private appointments
• 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.
• Screen incoming telephone calls – take and deliver accurate messages; respond to requests by gathering and providing information and referring non-routine calls to the appropriate staff.
• Support SVP, Chief of Staff with calendar, travel and expenses.
• Food and beverages for meetings.
• Consolidate travel arrangements.
• Coordinate MC events and OCEO.
• Run agenda and notes for team meetings.
• Calendar analysis.
• Conference prep – previous meetings.

Requirements: 

• 5+ years’ experience in C-Suite level executive administration support.
• Associate or Bachelor’s degree preferred.
• Team-oriented experience and the ability to create solid working relationships with other administrative staff and others within the department.
• Ability to interact with people of all levels, clients and senior leadership, in a confident, professional manner.
• Excellent organizational and customer service skills.
• Exceptional travel arrangement experience with proven success working across multiple time zones.
• Financial Services industry experience or supporting a growth organization is a plus.
• Exceptional written and verbal communication skills.
• Exceptional knowledge of all Microsoft applications - Excel, PowerPoint, Outlook, Word (MS Office Certification or equivalent operating knowledge preferred).
• An adaptable and flexible approach to thrive in a rapidly changing environment.
• A proactive and solution-oriented mindset, anticipating needs and taking initiative.
• High level of integrity and the ability to maintain confidentiality with sensitive information.
• Impeccable organizational and time management skills with the ability to multitask and prioritize effectively under pressure.
• This role is expected to work in the San Diego office on a full-time basis.

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our size is just right for you to make a real impact. Learn more here!
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
• 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. Learn more here!

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.

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