Executive Assistant

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

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

Job summary

LPL Financial is seeking an Executive Assistant to support the Senior Vice President of Institution Client Success. This role provides high-level administrative support, manages complex calendars, coordinates meetings, and ensures seamless leadership operations in a fast-paced environment.

The ideal candidate will exhibit professional judgment, strong communication, and the ability to anticipate needs. You will partner with cross-functional teams, handle sensitive information, coordinate travel,

Qualifications

• 3+ years of executive administrative experience supporting senior executives.
• Advanced proficiency with Microsoft 365 applications (Outlook/Teams/PowerPoint/Word/Excel).
• Experience coordinating domestic and international travel and handling confidential information.

Responsibilities

• Manage highly complex calendars, meetings, and executive schedules.
• Lead leadership operating rhythms, meeting prep, notes, and action tracking.
• Support executive communications with presentations and briefing materials.
• Coordinate initiatives with cross‑functional partners (HR, Finance, Communications).
• Arrange travel logistics and manage executive expenses with accuracy.
• Leverage AI-powered tools to streamline workflows and decision making.
• Maintain confidential information with discretion and professionalism.

Skills

Executive support

Calendar management

Communication

Travel coordination

Tools

Microsoft 365

Outlook

Teams

PowerPoint

Excel

AI tools

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 (EA) serves as a trusted partner to the Senior Vice President (SVP) of Institution Client Succes, helping drive operational excellence, organizational effectiveness, and executive productivity across the organization. This role provides comprehensive support to the SVP and selected senior leaders while acting as a key liaison across executive leadership, business partners, and stakeholders. The ideal candidate combines exceptional organizational and communication skills with sound business judgment, strong executive presence, and the ability to anticipate needs before they arise. The EA operates with a high degree of autonomy, manages sensitive and confidential information with discretion, and plays a critical role in enabling leadership effectiveness. As modern workplaces increasingly leverage AI-enabled tools and digital workflows, the Executive Assistant embraces technology to streamline processes, improve decision-making, enhance executive productivity, and create scalable operating rhythms for the organization.

Responsibilities

Serve as a trusted partner, proactively managing priorities, anticipating needs, and enabling leadership effectiveness. Manage highly complex calendars, meetings, and executive schedules, balancing business priorities and resolving conflicts with sound judgment and urgency. Lead the planning and execution of leadership operating rhythms, including staff meetings, business reviews, offsites, and executive forums; prepare agendas, presentation materials, meeting notes, and action-item tracking. Support executive communications by helping to prepare presentations, briefing materials, correspondence, talking points, and organizational updates. Partner with Business Management, HR, Finance, Communications, and other cross‑functional stakeholders to coordinate strategic initiatives, meetings, communications, and organizational priorities. Coordinate frequent travel, ensuring seamless logistics, detailed itineraries, and contingency planning. Manage executive expenses, budget‑related administrative activities, and assigned cost centers with accuracy and compliance. Leverage AI‑powered and digital productivity tools to streamline workflows, improve operational efficiency, automate routine tasks, and enhance executive decision‑making. Maintain and continuously improve administrative processes, operating procedures, documentation, and organizational workflows to drive scalability and effectiveness. Build strong relationships across the organization while handling highly confidential information with the highest level of professionalism, discretion, and integrity.

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

3+ years of executive administrative experience supporting senior executives or equivalent combination of higher education and experience 3+ years’ experience coordinating domestic and international travel Advanced proficiency with Microsoft 365 applications, including Outlook, Teams, PowerPoint, Word, and Excel, with exposure to AI‑enabled workplace tools and productivity technologies to enhance efficiency and effectiveness

Core Competencies

Ability to manage highly sensitive and confidential information with discretion and professionalism Demonstrated success supporting multiple senior leaders in a fast‑paced, complex environment Exceptional calendar management and executive prioritization skills Proven ability to operate independently, exercise sound judgment, and make decisions within established parameters Strong writing, editing, and presentation support capabilities Excellent project management and organizational skills with the ability to manage multiple priorities simultaneously

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.

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off

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 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 thriving businesses. 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.

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].

Other Information

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. Want to learn more about the benefits of working at LPL? We Are LPL Benefits Culture Social Responsibility