What are the responsibilities and job description for the Executive Admin Assistant to President/CFO position at LPL Financial?
LPL is currently recruiting for an Executive Admin Assistant . The Executive Admin Assistant will provide support to LPL’s President and Chief Financial Officer (CFO) and the role will be located in our future Manhattan, New York office. This is a highly visible role in a dynamic and fast-paced environment.
Responsibilities :
- Handle all day-to-day responsibilities for the President & CFO.
- Manage a heavy and busy calendar : Heavy calendaring of internal and external meetings, keeping executive current with any changes, provide and post materials, and prepare the executive for all meetings.Act as “gatekeeper” to President & CFO to ensure schedule is followed and respected.
- Travel Management : Arranging all aspects of travel including air, lodging, and transportation.Ensure ease of travel and book travel as far ahead as possible to ensure flight options and first-class seating.
- Management of President & CFO inbox : Act on behalf of the President & CFO when appropriate by responding to emails as agreed upon with the President & CFO.
- LPL Conferences : Prepare agenda, materials, and provide information on conferences executive attends.Travel and registration to the conferences.Meeting with conference team for details.
- Engage with Board members appropriately. Understand the Board schedule, the President & CFO’s role in the Board meetings.
- Become familiar with the Earnings Call process.
- Submit monthly business expenses using the Concur Expense application.
- Be responsive to emails / texts / phone calls, with contact outside normal business hours.
- Create solid working relationships with Chief of Staff team; Leadership team and other administrative staff within the business units, and also with our C-Suite administrative staff.
Requirements :
Preferred :
Pay Range :
90,300-$150,500 / yearActual 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 business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join LPL Financial : Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Salary : $90,300 - $150,500
