Executive Assistant at LPL Financial

Executive Assistant at LPL Financial

  • Location: United States

Are you an experienced administrative executive assistant?


Do you like working with CSuite executives?

Would you describe yourself as an Executive Assistant detail-oriented, methodical, and capable of predicting demand?

Are you an Executive Assistant who likes to make plans, create lists, coordinate people, and make sure things are done quickly and the right way? Are you a problem solver? Do you have the heart of a servant? Can you keep a secret? If so, keep reading! Chapter

If so, this is a great opportunity for you!

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Article Road Map

Job Overview

As an administrative executive assistant, you will provide administrative administrative support. The main responsibilities include managing heavy travel, telephone calls, meeting arrangements, calendar, and document maintenance, generating and forwarding letters, and other assigned responsibilities.


Take care of all the daily tasks of the executives they support. This includes but is not limited to answering multiple phone lines, scheduling and coordinating meetings, and other general management functions.

Schedule all meetings and keep executives informed of any changes; provide materials and request food/beverages where appropriate.


Heavy Travel Coordination – Coordinate with the travel department to organize all aspects of the trip, including aviation, accommodation, transportation, etc.

Expense Management – Organize your receipts and Concur entry on time to ensure your billing schedule is adhered to.

Prepare and review all meeting documents and any departmental communications.

As the preferred resource for executives and other employees

Establish a strong working relationship with other executives and other personnel in the department

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

Other assigned temporary elements.

What are we looking for?

We need strong partners who can deliver a world-class customer experience. We seek people who thrive in a fast-paced environment, customer-centric, team-oriented, and capable of executing in a way that encourages creativity and continuous improvement.

Read Also: Best Executive Assistant at 33Vincent

Skills, experience, and education needed

An associate’s or bachelor’s degree preferred

At least 6 years of experience in an administrative assistant position

Extensive experience and comfort in working with senior management; this is a high profile position

Excellent experience in travel arrangements and in multiple time zones the job is

Successful experience in the financial services industry or support sales organization is an asset

For all Microsoft applications: Excel, PowerPoint, Outlook, Word (MS Office certification or equivalent operational knowledge preferred) environment you need to work in

Good interaction with colleagues, senior managers, and other department employees

Excellent customer service and organizational skills

Excellent writing and editing skills

Excellent oral and written communication skills

Must be proactive Meet and exceed the needs of leaders and handling confidential information

Able to meet deadlines and multitask in a fast-paced environment

Experience in project management, but not required. Chapter

Why is it LPL?

At LPL, we believe that objective financial guidance is everyone’s basic need. As the nation’s leading independent stockbroker, we provide an integrated platform of proprietary technology, brokerage services, and investment advisory. We provide you with a working environment that encourages your creativity and growth, a supportive and responsive leadership team, and the opportunity to create a career with no limits and only incredible potential.

We are a team with a mission. We take care of our consultants so that they can take care of their clients.

Because our company is neither big nor small, you can seize the opportunity to make a real impact. We are committed to supporting equality in the workplace and accepting the different perspectives and backgrounds of our employees. We also care about our community and encourage our employees to do the same. This creates an environment in which you can do your best.



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