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Sr Admin Assistant

LPL Financial

LPL Financial

Austin, TX, USA
Posted on Saturday, October 28, 2023

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Excited to learn more? If so, then this could be the role 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.

Job Overview:

We are currently looking to hire an Executive Administrative Assistant who will provide support to the SVP, Execution Excellence in the Care Organization. The individual will provide executive administrative support, with primary responsibilities including managing heavy travel, phones, scheduling meetings, maintaining calendars and files, generating and mailing correspondence and other duties as assigned.


  • Handle all day-to-day responsibilities for the executives they support. This includes and is not limited to, answering multiple phone lines, scheduling and coordinating meetings, and other general administrative functions.

  • Heavy Travel coordination: arranging all aspects of travel, including air, lodging, and transportation in conjunction with the corporate travel department

  • Serve as a go-to resource for executive and other staff members

  • Create solid working relationships with other administrative staff and others within the department

  • 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.

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.


  • 6+ years’ experience in an executive assistant role

  • 6+ years of extensive experience and comfort in working with high-level executives. This is a high visibility position.

  • 6+ years of experience with travel arrangement experience, with proven success working across time zones

  • 6+ years of experience with exceptional knowledge of all Microsoft applications- Excel, PowerPoint, Outlook, Word. (MS Office Certification or equivalent operating knowledge preferred)

  • 6+ years of experience with management of expenses: organize receipts and input in Concur in a timely manner to ensure meeting billing schedule.

Core Competencies:

  • Ability to prioritize and work efficiently in a fast-paced, busy department. This person will interact with peers, senior managers, and other staff in their 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 the needs of a leader and handle confidential information

  • Ability to meet deadlines and multi-task in a fast-paced environment


  • Financial Services industry experience or supporting operations organization is a plus

  • Previous project management experience preferred, but not required

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

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

  • Prepare and review all documents for meetings as well as any department communications

Pay Range:


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!

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. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL? Watch this!

We take social responsibility seriously. Learn more here

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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 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 (800) 877-7210.