Exec Admin Asistant

Senior Executive Administrator

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. As the Senior Executive Administrator, this position will provide executive administrative support to the executive within their respective department. Primary responsibilities include managing heavy travel, phones, scheduling meetings, maintaining calendars and files, generating and mailing correspondence, slide deck creation, event planning, expense reporting, and other duties as assigned.

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

Responsibilities

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

Calendar all meetings and keep executive current with any changes; provide materials and order food / beverages where applicable.

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

Management of expenses : Organize receipts and input in Concur in a timely manner to ensure meeting the billing schedule.

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

Serve as a go-to resource for executive and other staff members and responsible for maintenance of team office supplies / needs.

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

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

Other ad hoc projects as assigned.

Support CoS with preparation and facilitation of Technology mgt. routines.

What We're Looking For

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements :

Minimum of 6+ years' experience in an executive assistant role.

Extensive experience working with high-level executives.

Exception travel arrangement experience, with proven success working across time.

Must be open to working fully in our Austin, TX office.

Core Competencies :

Ability to prioritize and work efficiently in a fast-paced, busy department.

Interact with peers, senior managers, and other staff in their department.

Excellent organizational and customer service skills.

Excellent oral and written communication skills.

Must be proactive in meeting and exceeding the needs of the leader and handling confidential information.

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

Preferences :

Financial Services industry experience or supporting a technology organization is a plus.

Pay Range : $21.20-$35.34 / 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!

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, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.