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 be a great opportunity 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 18,000 financial advisors, 800 institution-based investment programs and 450 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:
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.
Our innovative, entrepreneurial, high-performing Business Strategy and Growth team is seeking an Executive Administrative Assistant to partner with the Executive Vice President of Corporate Strategy and Initiatives. The most qualified candidate has been told they are a unique breed – professionally representing the executive and driving team culture while balancing the support of administrative functions. This individual needs to be extremely detail-oriented, responsible, reliable, diligent, service-oriented, and personable.
Responsibilities:
- Maintaining accountability for the executive’s effectiveness through delivery of effective administrative support, including complex calendaring and logistics, meeting preparation, travel coordination and expense processing.
- Proactively protect the executive’s time and instinctively absorb any surmountable tasks to alleviate pressure where possible; anticipate the needs of the executive and operate independently to deliver creative solutions.
- Prepare and review all documents for meetings as well as any department communications.
- Seamlessly serve as executive’s proxy when their voice and/or presence is either impossible or impractical.
- Cultivate client and business partner relationships wherever possible, focusing heavily on delivering a distinguished hospitality experience and making conscious connections.
- Own and continuously improve the executive’s and the team’s operating cadence (e.g. 1:1s, team meetings, leadership off-sites, etc.).
- Promote effective collaboration among the department’s underlying business units, including in the absence of the executive’s direct participation.
- Ensure the productivity of team meetings by owning coordination, agenda, and note-taking; distill meeting notes into action plans.
- Demonstrate an attitude of resourcefulness and self-sufficiency in all tasks.
- Develop and maintain solid working relationships with peers across the firm to encourage a collaborative environment and deliver timely and accurate results.
- Appropriately handle information and tasks of a highly confidential nature, maintaining utmost discretion at all times.
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:
- 2+ years of experience in an executive assistant role
- Ability to work in-office Monday-Friday
- Experience working efficiently in a fast-paced professional environment
- Comfort working with high level executives; this is a high visibility position
- Exceptional knowledge of all Microsoft applications - Excel, PowerPoint, Outlook, Word (MS Office Certification or equivalent operating knowledge preferred)
Core Competencies:
- 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's or Bachelor's degree preferred
- Financial Services industry experience or supporting a sales organization is a plus
- Previous project management experience preferred
- Exceptional travel arrangement experience with proven success working across multiple time zones
Pay Range:
$37.29-$55.93/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!
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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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.