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Executive Administrative Assistant

LPL Financial

LPL Financial

Administration
Fort Mill, SC, USA
Posted on Tuesday, July 9, 2024

Are you a team player with a growth mindset? 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!

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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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.

Overview

The Executive Administrative Assistant position reports to the Administrative Assistance Manager of LPL's Legal Department and performs general legal administrative assistant duties for multiple senior attorneys. This is a highly visible role in a dynamic and fast-paced environment. The role helps to build and create capacity for the team by professionally interacting with employees across the firm, as well as members of the Company’s board of directors and outside law firms.

The position is based in Fort Mill, SC and offers flexibility to work remotely some of the time. The successful candidate will have strong attention to detail, thrive in a fast-paced environment, take a proactive approach to their work, possess excellent Microsoft Office skills (including PowerPoint) and build strong working relationships across the team and broader organization.

Responsibilities:

  • Managing EVP and SVP’s calendars, including: scheduling meetings, distributing materials, coordinating Tech support and ordering food/beverages, if applicable

  • Assisting in the preparation and revision of documents and presentations

  • Filing and retrieving documents using the iManage document management system

  • Coordinating signatures for document execution, including use of e-signature

  • Managing expense reports: organize receipts and input in Concur in a timely manner to ensure compliance with billing schedule

  • Ordering department office supplies and maintain department distribution lists

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

  • Create strong working relationships with legal and non-legal personnel throughout the department, as well as C-suite executive assistants

  • Coordinate closely with the team supporting the planning and logistics of quarterly board of directors meetings

  • Serve as a go-to resource for general administrative tasks

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:

  • 6 + years’ experience in an administrative assistant role

Core Competencies:

  • Extensive experience and comfort working with high level executives and/or senior leaders; this is a high visibility position

  • Experience with meeting planning/calendar management with proven success working across multiple time zones

  • Exceptional knowledge of Microsoft Outlook, Word, PowerPoint and Excel

  • Ability to prioritize, collaborate and work efficiently in a fast-paced environment

  • Excellent attention to detail

  • Proactive in meeting and exceeding needs of leaders supported

  • Comfortable communicating with the most senior executives at the firm and their assistants

  • Strong writing, editing and verbal communication abilities, including correct punctuation, spelling and grammar

Preferences:

  • Knowledge of general office procedures in a legal department

  • Familiarity with web-based software including iManage (document management); OneTrust

  • (procurement); Director’s Desk (board of directors materials) and Concur (expense)

#LI-hybrid


Pay Range:

$25.71-$42.85/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!


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 @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.