Senior Executive Assistant to CEO & Board

LPL Financial; San Diego (CA); Presencial; USD 54.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401K matching

Health benefits

Employee stock options

PTO & volunteer time off

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Executive support

Calendar management

Travel coordination

Expense management

Communication

Educación

Associate or bachelor’s degree

Herramientas

Microsoft Outlook

Teams

Word

Excel

PowerPoint

Concur

Descripción del empleo

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.