Executive Assistant to EVP | Travel & Calendar Maestro

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

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial seeks an Executive Assistant to the EVP to support a fast-paced leadership team in New York. You’ll manage heavy travel, complex calendars, and critical correspondence, ensuring smooth operations and timely deliverables across time zones.

The role requires 10+ years of executive support, expert MS Office skills, and a proactive, confidential approach. You’ll coordinate meetings, prepare materials, and partner with senior leaders to drive efficiencies and client engagements.

Qualifications

• 10+ years of executive administration support experience.
• 5+ years of experience using Microsoft Office applications (Excel, PowerPoint, Outlook, Word).
• 5+ years’ experience coordinating travel across multiple time zones.

Responsibilities

• Handle day-to-day responsibilities for the executives you support, including emails, scheduling meetings, booking conference rooms, and other admin tasks.
• Manage group distribution lists for the business unit and keep calendars current.
• Coordinate travel arrangements (air, lodging, transport) with the corporate travel department and prep materials for meetings.
• Support client engagement activities by coordinating meetings with advisors, clients, and executives.
• Manage EVP inbox, escalate as needed, and partner with the chief of staff when appropriate.
• Look ahead to external meetings and ensure pre-read materials are received.

Skills

Executive administration

MS Office

Travel coordination

Education

Associate degree

Bachelor’s degree

Job description

LPL Financial seeks an Executive Assistant to the EVP to support a fast-paced leadership team in New York. You’ll manage heavy travel, complex calendars, and critical correspondence, ensuring smooth operations and timely deliverables across time zones.

The role requires 10+ years of executive support, expert MS Office skills, and a proactive, confidential approach. You’ll coordinate meetings, prepare materials, and partner with senior leaders to drive efficiencies and client engagements.