Executive Assistant to EVP | Travel & Calendar Pro

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

Benefits offered by this job

401K matching

Stock options

Health benefits

Paid time off

Volunteer time off

Job summary

LPL Financial Holdings Inc. seeks an Executive Assistant to provide high-level administrative support to the EVP and leadership team in New York, coordinating heavy travel, scheduling, calendar maintenance, and document preparation.

The role requires extensive experience in executive administration, MS Office proficient use, and travel coordination across time zones, with a focus on delivering a professional and organized experience for clients and executives.

Qualifications

• 10+ years’ experience in executive administration support.
• 5+ years’ experience with MS Office applications (Excel, PowerPoint, Outlook, Word).
• 5+ years’ experience travel arrangement across multiple time zones.

Responsibilities

• Handle day-to-day responsibilities for executives, including emails and scheduling.
• Coordinate travel, meetings, and conference room bookings.
• Maintain calendars, manage inboxes, and prepare meeting materials.
• Plan events and on-site support for town halls and department activities.
• Partner with Chief of Staff to manage executive communications and escalations.
• Input expenses in Concur and ensure timely billing.
• Provide professional, organized support to EVP and leadership team.

Skills

Executive support

Travel coordination

Calendar management

Communication

Education

Associate or Bachelor’s degree

Tools

MS Office

Concur

Job description

LPL Financial Holdings Inc. seeks an Executive Assistant to provide high-level administrative support to the EVP and leadership team in New York, coordinating heavy travel, scheduling, calendar maintenance, and document preparation.

The role requires extensive experience in executive administration, MS Office proficient use, and travel coordination across time zones, with a focus on delivering a professional and organized experience for clients and executives.