Executive Administrative Assistant

lplfinancial; New York (NY); On-site; USD 54,000 - 90,000; Full time

Job summary

LPL Financial is seeking an Executive Assistant to support the EVP and leadership team in New York. You will manage heavy travel, scheduling, calendars, and correspondence, coordinating with the corporate travel department to ensure smooth, efficient operations.

Ideal candidates will have 10+ years in executive administration and strong MS Office skills, with experience handling confidential information and multi-time-zone travel logistics.

Qualifications

• 10+ years' experience in executive administration support.
• 5+ years' experience using Microsoft Office applications (Excel, PowerPoint, Outlook, Word).
• Experience coordinating travel across multiple time zones is required.

Responsibilities

• Handle day-to-day administrative tasks for EVP and leadership team.
• Manage heavy travel arrangements including air, hotel, and transportation.
• Calendar all meetings and coordinate scheduling across time zones.
• Prepare and review meeting materials and correspondence.
• Support executive communications and expense reporting in Concur.

Skills

Organizational skills

Time management

Interpersonal skills

Confidentiality

Written communication

Verbal communication

Proactive mindset

Education

Bachelor's degree or Associate degree

Tools

Excel

PowerPoint

Outlook

Word

Job description

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.

Job Overview:

The Executive Assistant will provide executive administrative support to LPL's Executive Vice President ("EVP") and leadership team, reporting directly to the EVP. The Executive Assistant's primary responsibilities include managing heavy travel, 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 emails, scheduling and coordinating meetings, booking conference rooms, and other general administrative functions.


• Manage group distribution lists for the business unit, ensuring they are accurate and up to date.


• Calendar all meetings and keep executives current with any changes; provide materials and order food/beverages where applicable.


• Heavy Travel coordination: arranging all aspects of travel including air, lodging, and transportation in conjunction with the corporate travel department.
  Ensure ease of travel (i.e., checking into hotel day before if EVP is travelling on a red eye, ensuring a block of time between red eyes and first meetings etc.)


• Support client engagement activities by coordinating small-group meetings involving advisors, clients , subject matter experts, and executive leadership. Manage schedules, meeting logistics, materials, and follow-up to deliver a professional and organized experience


• 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.


• Plans events such as department holiday parties and on-site support/planning for town halls.


• Act as "gatekeeper" to EVP to ensure EVP's schedule is followed and respected.


• Management of EVPs inbox.


• Flag messages from other executives, clients and key business partners.


• Forward escalations as needed to the correct business owners.


• Partner with EVPs chief of staff to act on behalf of the EVP when appropriate by responding to emails.


• Look ahead to all external meetings. Ensure prep meetings are scheduled and pre-read documents are received.

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:

• 10+ years' experience in executive administration support.


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


• 5+ years' experience travel arrangement experience with proven success working across multiple time zones.

Core Competencies:

• Impeccable organizational and time management skills with the ability to multitask and prioritize effectively under pressure.


• Team-oriented experience and the ability to create solid working relationships with other administrative staff and others within the department.


• High level of integrity and the ability to maintain confidentiality with sensitive information.


• Ability to interact with people of all levels, clients and senior leadership, in a confident, professional manner.


• Exceptional written and verbal communication skills.


• An adaptable and flexible approach to thrive in a rapidly changing environment.


• A proactive and solution-oriented mindset, anticipating needs and taking initiative.

Preferences:

• Financial Services industry experience or supporting a growth organization is a plus.


• Associate or Bachelor's degree

Pay Range:

$39.17-$65.27/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) 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 a