Executive Administrative Assistant

LPL Financial LLC; Fort Mill (SC); On-site; USD 36,000 - 61,000; Full time

Job summary

LPL Financial LLC is seeking an Executive Administrative Assistant to provide primary support to the Executive Vice President, Chief Talent Officer, and select Senior Vice Presidents. The role requires proactive calendar management, complex travel coordination, and confidential handling of information in a fast-paced environment.

The ideal candidate will demonstrate strong communication, meticulous organization, and the ability to partner with multiple stakeholders to keep priorities aligned and

Qualifications

• 6+ years of Executive Assistant or Executive Administrative Assistant experience supporting senior leaders.
• Demonstrated experience providing primary support to an EVP or C-suite executive while supporting multiple senior leaders in a fast-paced environment.
• Proven ability to manage complex and frequently changing calendars and align executive time to high-impact work.
• Experience coordinating complex domestic and international travel, meetings, expenses, and executive planning.
• Strong written and verbal communication skills, including creating executive materials.
• Advanced proficiency in Microsoft Office applications (Outlook, PowerPoint, Excel, Word).

Responsibilities

• Provide comprehensive executive administrative support to the EVP and selected SVPs, including calendar management, travel coordination, Concur management, meeting planning, and day-to-day support.
• Protect and prioritize executive time by evaluating requests against leadership priorities and proactively resolving issues.
• Coordinate leadership meetings, offsites, town halls, events, and materials with agendas and follow-through.
• Draft, edit, and produce presentations, agendas, reports, and meeting materials.
• Track commitments and surface stalled items requiring leadership attention.

Skills

Executive support

Calendar management

Travel coordination

Communication

Discretion

Microsoft Office

Tools

Outlook

PowerPoint

Excel

Word

Job description

Company 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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com. 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. For further information about LPL, please visit www.lpl.com. Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

Job Overview

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Behind every high-performing leadership team is someone who makes excellence look effortless. This is that role. We are seeking an Executive Administrative Assistant to provide primary support to the Executive Vice President, Chief Talent Officer, while also providing full administrative support to selected Senior Vice Presidents across the People Leadership Team. This highly visible role creates leverage for senior leaders by protecting their time, strengthening coordination, and keeping important commitments moving. More than traditional administrative support, this role serves as the “oil in the engine” of the People Leadership Team: keeping priorities aligned, routines running seamlessly, and ensuring no critical detail is overlooked. You will understand leaders’ priorities, teams, operating rhythms, and business objectives and use that context to anticipate needs, manage complex logistics and communications, and help the team move with clarity and confidence. You will be a trusted partner to senior leaders: exercising sound judgment, handling highly confidential information with discretion, anticipating what is coming, and spotting conflicts or dependencies before they become blockers. In a fast-moving environment with competing priorities, you will create the structure, and follow-through leaders need to operate at their best. This role is ideal for someone who thrives in a fast-paced environment, loves bringing order to complexity, and takes pride in being the person others count on when excellence matters most.

Responsibilities

Provide comprehensive executive administrative support to the EVP and selected SVPs, including complex calendar management, domestic & international travel coordination, Concur travel and expense management, meeting planning, and day-to-day executive support. Protect and prioritize executive time by evaluating requests against leadership priorities, anticipating conflicts and dependencies, and proactively resolving, redirecting, or escalating issues before they become blockers. Coordinate leadership meetings, offsites, town halls, team events, and other high-impact activities, including agendas, logistics, preparation, materials, and follow-through. Draft, edit, and produce presentations, executive communications, agendas, reports, and meeting materials. Track commitments and action items, coordinate follow-up, and surface stalled items or dependencies requiring leadership attention. Serve as a trusted point of coordination across leaders, partners, and internal and external stakeholders, ensuring requests and information reach the right people. Partner closely with other Executive Assistants and Administrative Assistants to coordinate leadership activities, provide seamless coverage, and strengthen administrative practices such as coverage plans, executive-preference documentation, delegation norms, and shared systems. Exercise exceptional judgment and discretion when navigating competing priorities, complex situations, and sensitive information. Identify repetitive or inefficient administrative workflows and explore Microsoft tools, automation, and AI-enabled solutions that reduce friction and improve efficiency. Deliver thoughtful, professional experiences for employees, candidates, leaders, and business partners while maintaining a consistently high standard of accuracy and attention to detail.

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. You see around corners and act before problems arise. You bring calm, momentum, and sound judgment to a fast-moving environment, protecting executive time by making thoughtful tradeoffs, redirecting requests when needed, and speaking up when something needs attention. When priorities shift, you stay resourceful, steady, and focused on what matters most. You are collaborative, team-first, and just as comfortable working independently. You build trust quickly, communicate with clarity and warmth, and navigate sensitive situations with maturity and discretion. You also enjoy partnering with other administrative professionals to help the broader team operate at its best. You are curious about better ways of working. You are eager to learn, think critically, and explore tools that eliminate repetitive work. Most importantly, you take ownership, bring a positive attitude and sense of humor, and genuinely enjoy helping great leaders and teams succeed.

Requirements

6+ years of Executive Assistant or Executive Administrative Assistant experience supporting senior leaders. Demonstrated experience providing primary support to an EVP or C-suite executive while supporting multiple senior leaders in a highly visible, fast-paced, or complex environment. Proven ability to manage complex and frequently changing calendars while prioritizing competing requests and aligning executive time to the highest-impact work. Experience coordinating complex domestic and international travel, meetings, events, expenses, and executive planning. Exceptional organizational and prioritization skills with strong attention to detail and follow-through. Strong written and verbal communication skills, including experience preparing executive communications, presentations, agendas, reports, and meeting materials. Strong cross-functional relationship-building skills and comfort coordinating across multiple teams, levels, and administrative partners. Excellent judgment and a demonstrated ability to handle highly sensitive and confidential information with discretion. Advanced proficiency in Outlook, PowerPoint, Excel, Word, and other Microsoft Office applications. A positive attitude, sense of humor, collaborative mindset, and genuine commitment to helping others succeed.

Core Competencies

Create meaningful executive capacity by protecting senior leaders’ time and enabling them to focus on their highest-value work. Serve as the "oil in the engine" of the People Leadership Team, keeping priorities aligned, commitments moving, and critical details covered. Improve leadership effectiveness through disciplined prioritization, thoughtful preparation, clear communication, and dependable follow-through. Drive seamless execution of executive travel, leadership meetings, team events, offsites, and other high-priority activities. Safeguard highly confidential information with exceptional judgment, professionalism, and discretion. Identify conflicts, dependencies, and stalled commitments early so leaders can address them before they disrupt execution. Build strong relationships across the organization and earn a reputation as a trusted partner. Elevate the experience of employees, candidates, business partners, and visitors through thoughtful execution and attention to detail. Contribute to a culture that reflects LPL\'s values of Pursue Greatness, Do the Right Thing, Drive Our Clients\' Success, Win Together, and Create & Share Joy.

Pay Range

$26.49-$44.12/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 (continued)

LPL Financial is the nation’s largest independent broker-dealer. Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. We take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.