Executive Administrative Assistant
LPL FinancialAbout the role
Job Overview:
The Senior Administrative Assistant will provide administrative support to the senior leaders within their respective department. Primary responsibilities include managing heavy travel, phones, scheduling meetings, maintaining calendars and files, generating and mailing correspondence, slide deck creation, event planning, expense reporting, and other duties as assigned.
Responsibilities:
Handle all day-to-day responsibilities for the SVP’s 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 senior leaders 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 into travel management system in a timely manner to ensure meeting the billing schedule
Prepare and review all documents for meetings as well as any department communications
Serve as a go-to resource for senior leaders and other staff members, and responsible for maintenance of team office supplies/needs
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, and handle confidential information
Other ad hoc projects as assigned
Support preparation and facilitation of management routines
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:
Minimum of 6+ years' experience in an administrative assistant role
Extensive experience working with senior leadership
Exception travel arrangement experience, with proven success working across time
Must be open to working in our Fort Mill, SC office
Core Competencies:
Ability to prioritize and work efficiently in a fast-paced, busy department. This person will interact with peers, senior managers, and other staff in their department
Excellent organizational and customer service skills
Excellent oral and written communication skills
Must be proactive in meeting and exceeding the needs of the leaders and handling confidential information
Ability to meet deadlines and multi-task in a fast-paced environment
Preferences:
Financial Services industry experience or supporting a technology organization is a plus
#LI-PA
Pay Range:
$20.19-$33.65/hourCompany 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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that
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