Executive Admin Assistant
Job Summary:
The Executive Administrative Assistant will be responsible for providing support to all SVPs of the Data Technology leadership team by organizing complex administrative projects, developing presentations, managing calendars, preparing expense reports, booking travel arrangements, handling sensitive information and confidential matters, making executive level business connections, and performing other duties as assigned. This position requires strong communication skills, attention to detail, ability to multi-task in a fast paced environment, organizational skills, knowledge of advanced Microsoft Office Suite (Outlook, Word, Excel, PowerPoint), excellent customer service, discretion, and professionalism. The successful candidate must demonstrate exceptional integrity, honesty, trustworthiness, and judgment. This individual should also have experience working in a financial services industry or related field preferred. This role reports into the VP of Business Management and will work cross-functionally.
Responsibilities:
• Acts as liaison between leaders and employees/customers.
• Coordinates meetings and conference calls; assembles meeting materials and agendas; records minutes and action items.
• Manages calendars; schedules appointments and interviews; arranges meetings and conferences; confirms availability of attendees; coordinates luncheon reservations, catering orders, audio visual equipment set up, etc.
• Maintains files on various projects, correspondence, special assignments, and initiatives.
• Researches and responds to requests for information, follows up on questions regarding specific projects or issues, and communicates directly with internal and external clients.
• Organizes and maintains computer files, databases, and contact lists.
• Develops spreadsheets, graphs, and charts using software packages such as Microsoft Office, Lotus Notes, and others.
• Prepare letters, memos, emails, agendas, forms, and reports as needed.
• Recommends appropriate resources for special projects and assignments.
• Orders office supplies, gifts, and other miscellaneous items.
• Plans events and conferences; assists with coordination and logistics.
Qualifications:
• Bachelor’s degree required.
• Three years of relevant work experience required.
• Experience supporting senior executives highly desirable.
• Excellent verbal and written communication skills.
• Strong organizational and time management skills with high attention to detail and accuracy.
• Ability to manage multiple tasks simultaneously and make effective judgments in a fast-paced environment.
• Proficient in MS Office applications including Outlook, Word, Excel, and PowerPoint.
• Able to work independently with little supervision.
• Demonstrated proficiency with desktop computing platforms.new
Pay Range:
$25.71-$42.85/hourCompany Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
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. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
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.
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Average salary estimate
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Are you ready to take your career to the next level as an Executive Admin Assistant at LPL Financial in New York? In this essential role, you’ll be the backbone of the Data Technology leadership team, providing vital support to several senior vice presidents. Your day-to-day will be anything but ordinary, as you’ll orchestrate complex administrative tasks from managing calendars to booking travel arrangements while handling sensitive information with discretion. Your knack for organizing detailed presentations and coordinating meetings will shine as you connect departments and ensure seamless operations. If you thrive in a fast-paced environment where multitasking is key, your strong communication skills and eye for detail will serve you well. You’ll also have the opportunity to work cross-functionally, making meaningful connections within the industry. To excel here, you should have a deep understanding of the Microsoft Office Suite, display exceptional judgment and integrity, and ideally possess three years of experience supporting senior executives within a financial services backdrop. LPL Financial believes in supporting its team members with a competitive rewards package that goes beyond salary. If you’re looking for a role where you can truly make an impact, consider applying for this incredible position today!
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