Executive Assistant

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Excited to learn more? If so, then this could be the role for you! 

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The Executive Assistant will provide support to the EVP, Institution Client Success.

The Executive Assistant 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.

Responsibilities:

• 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.

Requirements:

• 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
• Exceptional knowledge of all Microsoft applications - Excel, PowerPoint, Outlook, Word (MS Office Certification or equivalent operating knowledge preferred)

Core Competencies:

• 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

Preferences:

• Associate or Bachelor’s degree preferred
• Financial Services industry experience or supporting a sales organization is a plus
• Previous project management experience preferred, but not required
• #LI-Hybrid #LI-Onsite #LI-PA #SanDiegoCA #SanDiego

Pay Range:

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.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  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.