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.

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:

• Associate’s or Bachelor’s degree preferred.
• Minimum of 5 years of experience in an executive assistant role in a fortune 500 company or large matrixed organization.

• Handle all day-to-day responsibilities to support the Office of Client Success. This includes and is not limited to answering multiple phone lines, scheduling and coordinating meetings, collecting meeting materials and other general administrative functions.
• Calendar all meetings and keep executives current with any changes; provide materials, coordinate technology support and order food/beverages where applicable for onsite events.
• Anticipate executive’s needs to organize and streamline daily deliverables.
• Travel coordination: arranging all aspects of travel including air, lodging, and transportation in conjunction with the corporate travel department.
• Management of expenses: organize receipts, timely input in Concur, to meet billing schedules.
• Prepare and review all documents for meetings as well as any department communications.
• Project management and coordination of special projects for the key stakeholders.
• Support set up and on-boarding of new team members to the team, including team announcements.
• Serve as a go-to resource for executive and other staff members.
• Create solid working relationships with other administrative staff within the department.
• Work professionally with senior executives and partners, think and work independently, be proactive, handle confidential information and work effectively and efficiently.
• Other ad hoc projects as assigned.