Executive Assistant to Chief People Officer

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

The Executive Admin Assistant will provide executive administrative support to

LPL’s Chief People Officer. The Executive Assistant will provide executive administrative support with primary responsibilities including managing travel, scheduling meetings, maintaining calendars and files, and other duties as

assigned.

Responsibilities:

• Handle all day-to-day administrative responsibilities for the Managing Director includes and is not limited to scheduling, coordinating meetings, booking conference rooms, and other general administrative functions.

• Calendar all meetings and keep the MD current with any changes; provide materials and order food/beverages where applicable.

• Arranging all aspects of travel including air, lodging, and transportation in conjunction with the corporate travel department.

• Ensure ease of travel (i.e., checking into hotel day before if MD is travelling on a red eye, ensuring a block of time between red eyes and first meetings etc.)

• Organize receipts and input expenses in Concur in a timely manner to ensure meeting billing schedule.

• 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.

• Act as “gatekeeper” to MD schedule ensuring it is followed and respected. 

• Look ahead to all external meetings.  Ensure prep meetings are scheduled and pre-read documents are received.

Requirements: 

• Significant experience in C-Suite level executive administration support.

• Exceptional knowledge of all Microsoft applications - Excel, PowerPoint, Outlook, Word (MS Office Certification or equivalent operating knowledge preferred)

• Exceptional travel arrangement experience with proven success working across multiple time zones.

• Impeccable organizational and time management skills with the ability to multitask and prioritize effectively under pressure.

• Team-oriented experience and the ability to create solid working relationships with other administrative staff and others within the department.

Preferences:

• Ability to interact with people of all levels, clients and senior leadership, in a confident, professional manner.

• Excellent organizational and customer service skills.

• Financial Services industry experience or supporting a growth organization is a plus.

• Exceptional written and verbal communication skills.

• An adaptable and flexible approach to thrive in a rapidly changing environment.

• A proactive and solution-oriented mindset, anticipating needs and taking initiative.

• High level of integrity and the ability to maintain confidentiality with sensitive information.

• Associate or Bachelor’s degree preferred.

This role is expected to work in the San Diego office – five days a week.

#LI-PA

 

Pay Range:

$38.02-$63.37/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!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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.

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