Sr. Executive Administrative Assistant

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.

Job Overview:

We are currently looking to hire an Executive Administrative Assistant who will provide support to SVP's in Platform Modernization 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.

This is an in-office (Austin, TX) position. 

Responsibilities:

• 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.

Requirements:

• 6+ years’ experience in an executive assistant role, and 2+ years supporting technology executives

• 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, Confluence. (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

Preferences:

• 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:

$21.84-$36.40/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!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. 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. 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.

For further information about LPL, please visit www.lpl.com.

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.

EAC12.9.25