LPL Financial
Executive Administrative Assistant
New York · Senior
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About the role
- The Executive Assistant's primary responsibilities include managing heavy travel, scheduling meetings, maintaining calendars and files, generating and mailing correspondence, and other duties as assigned.
- For further information about LPL, please visit www.lpl.com.
- 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.
Responsibilities
- Handle all day-to-day responsibilities for the executives they support. This includes and is not limited to answering emails, scheduling and coordinating meetings, booking conference rooms, and other general administrative functions.
- Manage group distribution lists for the business unit, ensuring they are accurate and up to date.
- Support client engagement activities by coordinating small-group meetings involving advisors, clients, subject matter experts, and executive leadership.
- Manage schedules, meeting logistics, materials, and follow-up to deliver a professional and organized experience
- Prepare and review all documents for meetings as well as any department communications.
- Flag messages from other executives, clients and key business partners.
- And they have the freedom to manage their client relationships, because they know their clients best.
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Requirements
- 5+ years' experience 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.
- Ability to interact with people of all levels, clients and senior leadership, in a confident, professional manner.
- Associate or Bachelor's degree
Nice to have
- 5+ years' experience working with of all Microsoft applications - Excel, PowerPoint, Outlook, Word (MS Office Certification or equivalent operating knowledge preferred)
- Financial Services industry experience or supporting a growth organization is a plus.
Compensation
- 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.
Benefits
- Plans events such as department holiday parties and on-site support/planning for town halls.
This listing is sourced directly from LPL Financial's careers page and normalized into a canonical job model.