Executive Administrative Assistant

LPL Financial; San Diego (CA); On-site; USD 54,000 - 90,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

PTO & volunteer time off

Job summary

LPL Financial is seeking an Executive Assistant to the CEO in San Diego, providing high‑touch administrative and operational support to the CEO. You will manage calendars, travel, meetings, and confidential communications, collaborating with a small team to ensure seamless executive coverage.

Ideal candidates have 10+ years of senior‑level support, strong calendar and inbox management, and experience coordinating complex travel across time zones, with proficiency in Microsoft Office and Concur.

Qualifications

• 10+ years of progressively responsible executive support, including direct CEO or C-suite support.
• Experience managing complex calendars, executive inboxes, and travel across time zones.
• Advanced proficiency with Outlook, Teams, Word, Excel, PowerPoint; Concur or similar expense tool.

Responsibilities

• Manage the CEO’s complex calendar, including scheduling, prioritization, and travel logistics.
• Manage the CEO’s inbox and correspondence, flag priorities, and respond within set parameters.
• Coordinate domestic and international travel with detailed itineraries and disruptions handling.
• Prepare CEO for meetings with prep sessions, pre-reads, and materials availability.
• Support Board and leadership activities with schedules, meetings, and hospitality.
• Prepare, submit, and reconcile executive expenses; coordinate with Finance and Travel.
• Coordinate personal and family administrative needs including travel and tax documents.
• Anticipate needs and protect CEO’s time, escalate issues promptly.
• Partner with the other Executive Assistant to balance responsibilities.
• Maintain cross-training, documented processes, and backups during PTO or absences.
• Build trusted relationships with Board, clients, and senior leaders while handling confidential information.

Skills

Executive support

Calendar management

Travel coordination

Expense management

Communication

Education

Associate or bachelor’s degree

Tools

Microsoft Outlook

Teams

Word

Excel

PowerPoint

Concur

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. Do you thrive at the center of a fast‑moving executive environment where judgment, precision, and anticipation matter? Are you energized by creating order, protecting an executive’s time, and ensuring every meeting, trip, and interaction is thoughtfully prepared? If so, this could be the role for you.

Job Overview

The Executive Assistant to the CEO is part of a two‑person executive support team that provides seamless, high‑touch administrative and operational support to LPL’s CEO. Together, the Executive Assistants are accountable for the full scope of support outlined below. The team will establish and periodically adjust primary ownership of individual responsibilities based on business needs, executive priorities, coverage requirements, and individual areas of focus. While one Executive Assistant may have primary ownership of a particular responsibility, both will maintain sufficient knowledge and cross‑training to provide effective backup coverage and continuity when needed. Success requires a team‑first mindset, clear ownership, disciplined handoffs, exceptional discretion, and shared accountability for one coordinated and responsive support experience.

Responsibilities

• Manage the CEO’s complex calendar, including scheduling, prioritization, conflict resolution, meeting logistics, and timely communication of changes; maintain visibility into commitments and travel.
• Manage the CEO’s inbox and correspondence by identifying priority messages, flagging communications from clients and Board members, routing escalations, and responding on the CEO’s behalf within agreed parameters.
• Coordinate complex domestic and international travel, including air, lodging, ground transportation, visas, security coordination, detailed itineraries, and real‑time disruption management across multiple time zones.
• Prepare the CEO for internal and external meetings by coordinating prep sessions, gathering and reviewing pre‑read materials, researching relevant information, and ensuring materials are complete and available in advance.
• Support Board and executive leadership activities by coordinating schedules, materials, meeting deliverables, conferences, leadership gatherings, and high‑touch hospitality with the broader Office of the CEO.
• Prepare, submit, and reconcile executive expenses; maintain organized records and coordinate with Finance and Travel as needed.
• Coordinate approved personal and family administrative needs, including travel, appointments, calendar updates, reimbursements, and annual tax‑document coordination.
• Protect the CEO’s time by anticipating needs, identifying opportunities to improve the productivity of travel and meetings, and escalating sensitive matters or material conflicts promptly.
• Partner with the other Executive Assistant to define, document, and periodically adjust primary ownership of responsibilities based on executive priorities, business needs, coverage requirements, and individual areas of focus.
• Maintain cross‑training across all core responsibilities, along with documented processes, disciplined handoffs, and continuity plans, to provide effective backup support during PTO, absences, extended‑hours coverage, or changing business needs.
• Build trusted relationships with Board members, senior leaders, clients, executive assistants, Corporate Security, Travel, Finance, Events, Facilities, and external partners while handling confidential information with discretion.

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 or more years of progressively responsible executive support experience, including direct support for a CEO, C‑suite executive, or similarly senior leader.
• Demonstrated experience managing complex calendars, executive inboxes, meeting preparation, and domestic and international travel across multiple time zones.
• Advanced proficiency with Microsoft Outlook, Teams, Word, Excel, and PowerPoint; experience with Concur or a comparable expense‑management platform.
• Ability to work full‑time in the San Diego office and provide responsive support outside standard business hours when business needs, travel disruptions, executive events, or coverage require it.

Core Competencies

• Professional experience handling confidential information, interacting with Board members, clients, and senior leaders, and independently prioritizing competing demands.
• Executive judgment and discretion: Makes sound decisions, protects confidentiality, and knows when to act independently or escalate.
• Anticipation and problem solving: Looks ahead, identifies risks and opportunities, and resolves issues before they affect executive priorities.
• Operational excellence: Executes with accuracy, responsiveness, organization, and disciplined follow‑through.
• Executive communication and partnership: Communicates clearly and builds trusted relationships across internal and external stakeholders.

Preferences

• Associate or bachelor’s degree.
• Experience in financial services, a public company, an executive office, or a family‑office‑style environment.
• Experience supporting Board‑facing activities and partnering with corporate security, executive protection, or high‑touch travel providers.
• Experience managing both business and approved personal administrative matters.

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.

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.

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 (855) 575‑6947. EAC 5.19.26 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. * As reported by Financial Planning magazine, June 1996‑2019, based on total revenue.