Executive Administrative Assistant Job at LPL Financial Services in San Diego

Are you an experienced Executive Assistant? Would you describe yourself as someone that is detail-oriented, organized, and has a strong ability to anticipate needs? If so, this could a great opportunity for you!

Excited to learn more? If so, then this could be the role for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview

As an Executive Assistant, you will provide executive administrative support, with primary responsibilities including managing travel and expense management needs, scheduling meetings, maintaining calendars and files, coordinating offsite group meetings, generating correspondence, and other special projects as assigned. This role requires in-office work a minimum of three days per week.

Responsibilities:

* Handle all day-to-day responsibilities for multiple Senior Vice Presidents. This includes and is not limited to scheduling and coordinating meetings and other general administrative functions.

* Calendar all meetings and keep executives current with any changes

* Schedule meetings and manage logistics for occasional offsite group meetings; coordinate food and beverage orders when applicable.

* Moderate level of travel coordination: arranging all aspects of travel including air, lodging, and transportation in conjunction with the corporate travel department.

* Management of expenses: organize receipts and input in Concur promptly to ensure meeting the billing schedule.

* Serve as a go-to resource for executives and other staff members.

* Create solid working relationships with other administrative staff and others within the department

* Work professionally with senior executives and clients, think and work independently, be proactive, handle confidential information, and work effectively and efficiently.

* Other ad hoc projects as assigned.

* Hybrid working environment with in-office requirements when supported leadership is in the office

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

* Minimum of 3 years' experience in concurrently supporting multiple senior executives

Core Competencies:

* Experience and comfort working with executives

* Ability to use good judgment and effectively prioritize backlog of tasks to ensure the most critical work is done timely

* Demonstrates excellent active listening skills to fully understand client needs

* Exceptional travel arrangement experience with proven success working across time zones

* Exceptional knowledge of all Microsoft applications - Outlook

* Interact well with peers, senior managers, and other staff in the department

* Excellent organizational and customer service skills

* Must be proactive in meeting and exceeding the needs of the leader and handle confidential information

* Ability to meet deadlines and multi-task in a fast-paced environment

Preferences:

* Excellent oral and written communication skills

* Microsoft Excel and Powerpoint experience

* Concur platform experience

* #LI-Hybrid #LI-Onsite #SanDiegoCA

Pay Range:

$28.27-$47.12/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. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. 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 (855) 575-6947.