Executive Admin Assistant

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!

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:

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.

We are seeking an Executive Administrative Assistant to partner with the Managing Director who leads Corporate Development, Investor Relations, Treasury and the Integration Management Office. The most qualified candidate is capable of professionally representing the executive, analyzing situations to make sound decisions that best position the executive and his leadership team while driving team culture and supporting administrative needs across the senior leadership team. This individual needs to be extremely detail-oriented, responsible, reliable, diligent, service-oriented, and personable. 
 

Primary responsibilities will include managing complex travel and meeting logistics for multiple senior leaders with minimal notice periods for organizing events and travel arrangements with keen attention to detail of creating extraordinary experiences for those attending the meetings and events.  Additionally, this role will support the key scheduling function for the Investor Relations calendar. 

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’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:

• 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)