LPL Financial
Executive Assistant
LPL Financial, La Mesa, California, United States, 91942
Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? If so, LPL Financial is the place 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 18,000 financial advisors, 800 institution-based investment programs, and 450 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.
Please note that this will be a full-time in-office position.
Job Overview:
The Executive Assistant will provide executive administrative support, with primary responsibilities including managing heavy travel, scheduling meetings, maintaining calendars and files, generating and mailing correspondence, and other duties as assigned.
Responsibilities:
Handle all day-to-day responsibilities for the executives they support, including answering multiple phone lines, scheduling, and coordinating meetings.Calendar all meetings and keep executives current with any changes; provide materials and order food/beverages where applicable.Heavy travel coordination: arranging all aspects of travel including air, lodging, and transportation.Management of expenses: organize receipts and input in Concur in a timely manner.Prepare and review all documents for meetings as well as any department communications.Plan events such as department holiday parties and on-site support/planning for town halls.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.
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 6 years’ experience in an executive assistant role.Exceptional knowledge of all Microsoft applications - Excel, PowerPoint, Outlook, Word.Extensive experience and comfort working with high-level executives; this is a high visibility position with extraordinary attention to detail.Exceptional travel arrangement experience with proven success working across multiple time zones.Financial Services industry experience or supporting a growth organization is a plus.
Preferences:
Associate's or Bachelor's degree preferred.Ability to prioritize and work efficiently in a fast-paced environment.Interact well with peers, senior managers, and other staff in the department.Excellent organizational and customer service skills.Superior writing and editing ability.Excellent oral and written communication skills.Must be proactive in meeting and exceeding needs of leader and handle confidential information.Ability to meet deadlines and multi-task in a fast-paced environment.Experience working with decks/PowerPoint a plus, but not required.Please note this role is primarily in-office at least 4 days per week.
Pay Range:
$27.96-$41.94/hour. Actual base salary varies based on factors including relevant skill, prior experience, education, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play.
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.
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.
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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 18,000 financial advisors, 800 institution-based investment programs, and 450 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.
Please note that this will be a full-time in-office position.
Job Overview:
The Executive Assistant will provide executive administrative support, with primary responsibilities including managing heavy travel, scheduling meetings, maintaining calendars and files, generating and mailing correspondence, and other duties as assigned.
Responsibilities:
Handle all day-to-day responsibilities for the executives they support, including answering multiple phone lines, scheduling, and coordinating meetings.Calendar all meetings and keep executives current with any changes; provide materials and order food/beverages where applicable.Heavy travel coordination: arranging all aspects of travel including air, lodging, and transportation.Management of expenses: organize receipts and input in Concur in a timely manner.Prepare and review all documents for meetings as well as any department communications.Plan events such as department holiday parties and on-site support/planning for town halls.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.
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 6 years’ experience in an executive assistant role.Exceptional knowledge of all Microsoft applications - Excel, PowerPoint, Outlook, Word.Extensive experience and comfort working with high-level executives; this is a high visibility position with extraordinary attention to detail.Exceptional travel arrangement experience with proven success working across multiple time zones.Financial Services industry experience or supporting a growth organization is a plus.
Preferences:
Associate's or Bachelor's degree preferred.Ability to prioritize and work efficiently in a fast-paced environment.Interact well with peers, senior managers, and other staff in the department.Excellent organizational and customer service skills.Superior writing and editing ability.Excellent oral and written communication skills.Must be proactive in meeting and exceeding needs of leader and handle confidential information.Ability to meet deadlines and multi-task in a fast-paced environment.Experience working with decks/PowerPoint a plus, but not required.Please note this role is primarily in-office at least 4 days per week.
Pay Range:
$27.96-$41.94/hour. Actual base salary varies based on factors including relevant skill, prior experience, education, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play.
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.
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.
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