Executive Administrative Assistant

LPL Financial; New York (NY); On-site; Full time

Job summary

LPL Financial is seeking a skilled Executive Administrative Assistant to support their executive team. Your role will involve comprehensive administrative tasks, ensuring smooth operations, and providing exceptional support to high-level executives. Join a collaborative and innovative environment where your organizational skills will shine, and contribute to the success of a leading financial advisory firm.

Benefits

401K Matching

Health Benefits

Employee Stock Options

Paid Time Off

Volunteer Time Off

Qualifications

• 2+ years' experience in Executive Administrative Support.
• 2+ years' experience in relevant office management responsibilities.
• Willingness to come into the office 3 days a week.

Responsibilities

• Handle scheduling, meeting coordination, and administrative functions.
• Manage complex calendars and coordinate extensive travel arrangements.
• Track action items from meetings and manage communications.

Skills

Organizational Skills

Communication Skills

Problem-Solving

Discretion

Education

Bachelor's Degree

Job description

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What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

We are seeking a highly organized and proactive Executive Assistant to support our executive team. As an Executive Assistant, you will provide comprehensive administrative support to multiple Executive and Senior Vice Presidents, ensuring smooth and efficient operations. This role requires exceptional organizational skills, schedule flexibility, attention to detail and the ability to handle sensitive information with discretion.

Responsibilities:

• Handle all day-to-day responsibilities, including scheduling, meeting coordination, materials preparation, and general administrative functions.
• Manage complex calendars across multiple executives, keeping them current with changes and resolving scheduling conflicts.
• Partner with the Business Management Lead on department initiatives and communications.
• Coordinate extensive travel arrangements including air, lodging, and transportation for multiple executives.
• Manage expenses and documentation for multiple cost centers.
• Prepare and review documents for meetings and department communications.
• Maintain timelines, process, and procedure documents for key responsibilities.
• Support the creation and distribution of department communications.
• Track and follow up on action items from key meetings.
• Coordinate logistics for departmental events and meetings.
• Serve as a go-to resource for executives and business management lead.
• Create solid working relationships with other administrative staff and department members.
• Work professionally with senior executives across multiple departments, think and work independently, be proactive, handle confidential information and work effectively and efficiently.
  
  
  

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:

• 2+ years' experience in Executive Administrative Support
• 2+ years' experience in Relevant office management responsibilities
• Willingness to come into the office 3 days a week
  
  
  

Core Competencies:

• Ability to prioritize and work efficiently in a fast-paced environment
• Superior written and verbal communication skills
• Exceptional organizational and time management capabilities
• Strong problem-solving abilities
• Professional demeanor and adaptability
• Ability to maintain confidentiality and exercise discretion
• Excellence in managing multiple competing priorities
• Experience supporting multiple executives simultaneously
• Extensive experience and comfort working with high-level executives; this is a high-visibility position
  
  
  

Preferences:

• Bachelor's Degree
• Previous financial services/wealth management firm experience
• Experience supporting SVP or higher-level executives
  
  
  

Pay Range:

$34.56-$57.60/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 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.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our size is just right for you to make a real impact. Learn more here!
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
  
  
  

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at [phone].

EAC1.22.25

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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