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Sr. Administrative Assistant

LPL Financial
United Statesfull_timeVerifiedPosted 1 Jul 2025
💰 $67,300/yr($40,380/yr$67,300/yr)

About the role

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!

Job Overview:

As an Sr. Administrative Assistant, you will provide administrative support to senior leaders with primary responsibilities including managing 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.

  • 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.

Requirements:

  • 3+ years of experience in an executive assistant role

  • 3+ years of experience and comfort working with high level executives; this is a high visibility position

  • 3+ years of experience with travel arrangement experience and proven success working across multiple time zones

  • 3+ years of experience working with all Microsoft applications - Excel, PowerPoint, Outlook, Word (MS Office Certification or equivalent operating knowledge preferred)

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.

Preferences:

  • Associate's or Bachelor's degree

  • Financial Services industry experience or supporting a technology organization

  • 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 skills and service-oriented

  • 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

#LI-PA 


 

Pay Range:

$20.19-$33.65/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 deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do bu

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Company

LPL Financial

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