What are the responsibilities and job description for the Executive Assistant position at LPL Financial?
Job Overview :
As an Executive Assistant, you will provide executive administrative support, with primary responsibilities including managing heavy meeting scheduling, coordination and preparation of meeting materials, managing travel, phones, maintaining calendars and files, and other duties as assigned.
Responsibilities :
Handle all day-to-day responsibilities to support the executives. This includes and is not limited to answering multiple phone lines, scheduling and coordinating meetings, collecting meeting materials and other general administrative functions.
Calendar all meetings and keep executives current with any changes; provide materials, coordinate tech support and order food / beverages where applicable.
Anticipate executive’s needs to organize and streamline daily deliverables
Heavy travel coordination : arranging all aspects of travel including air, lodging, and transportation in conjunction with the corporate travel department.
Management of expenses
Prepare and review all documents for meetings as well as any department communications.
Maintain timelines, process and procedure documents for key CHCO responsibilities.
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.
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.
Requirements :
Minimum of 6 years’ experience in an executive assistant role.
Extensive experience and comfort working with high-level executives; this is a high visibility position.
Exceptional travel arrangement experience with proven success working across multiple time zones.
Exceptional knowledge of all Microsoft applications - Excel, PowerPoint, Outlook, Word.
Requires strong attention to detail and ability to prioritize tasks.
Core Competencies :
Ability to prioritize and work efficiently in a fast-paced environment.
Superior writing and editing ability.
Ability to meet deadlines and multi-task in a fast-paced environment.
Preferences :
C-Suite experience preferred.
MS Office Certification or equivalent operating knowledge
Previous project management experience
Associate's or Bachelor's degree
Financial Services industry experience or supporting Human Resources function
LI-PA
Pay Range :
34.56-$57.60 / hourActual 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 : $35 - $58
