Executive Assistant to Chief People Officer

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

The Executive Admin Assistant will provide executive administrative support to

LPL’s Chief People Officer. The Executive Assistant will provide executive administrative support with primary responsibilities including managing travel, scheduling meetings, maintaining calendars and files, and other duties as

assigned.

Responsibilities:

• Handle all day-to-day administrative responsibilities for the Managing Director includes and is not limited to scheduling, coordinating meetings, booking conference rooms, and other general administrative functions.

• Calendar all meetings and keep the MD current with any changes; provide materials and order food/beverages where applicable.

• 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 MD is travelling on a red eye, ensuring a block of time between red eyes and first meetings etc.)

• Organize receipts and input expenses in Concur in a timely manner to ensure meeting billing schedule.

• Prepare and review all documents for meetings as well as any department communications.

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

• Act as “gatekeeper” to MD schedule ensuring it is followed and respected. 

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

Requirements: 

• Significant experience in C-Suite level executive administration support.

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

• Exceptional travel arrangement experience with proven success working across multiple time zones.

• 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.

Preferences:

• Ability to interact with people of all levels, clients and senior leadership, in a confident, professional manner.

• Excellent organizational and customer service skills.

• Financial Services industry experience or supporting a growth organization is a plus.

• 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.

• High level of integrity and the ability to maintain confidentiality with sensitive information.

• Associate or Bachelor’s degree preferred.

This role is expected to work in the San Diego office – five days a week.

#LI-PA

 

Pay Range:

$38.02-$63.37/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!

 

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 dese