Executive Assistant

lplfinancial; Fort Mill (SC); 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 in Fort Mill, SC is seeking an Executive Assistant to support the Senior Vice President of Institution Client Success. You will manage calendars, coordinate travel, prepare materials, and help drive organizational efficiency with discretion and professionalism.

The role requires 3+ years of executive support experience, strong MS 365 skills, and the ability to handle confidential information while partnering with cross-functional teams to enable leadership productivity.

Qualifications

• 3+ years of executive administrative experience supporting senior executives or equivalent education/experience
• 3+ years' experience coordinating domestic and international travel
• Advanced proficiency with Microsoft 365 applications (Outlook, Teams, PowerPoint, Word, Excel) with exposure to AI-enabled tools

Responsibilities

• Serve as trusted partner to SVP, prioritizing needs and enabling leadership effectiveness
• Manage highly complex calendars and executive schedules with sound judgment
• Plan and execute leadership operating rhythms (staff meetings, business reviews, offsites, forums) with prepared agendas and notes
• Prepare presentations, briefing materials, correspondence, talking points, and updates
• Coordinate cross-functional initiatives with Business Management, HR, Finance, Communications
• Arrange frequent travel with detailed itineraries and contingencies
• Manage executive expenses and cost centers with accuracy and compliance
• Leverage AI-enabled tools to streamline workflows and decision-making
• Maintain and improve administrative processes and documentation
• Build confidential relationships with professionalism and integrity

Skills

Executive support

Travel coordination

MS 365

AI tools

Tools

Outlook

Teams

PowerPoint

Word

Excel

Microsoft 365

Job description

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

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