LPL Financial · 9 hours ago
Executive Admin Assistant
New York, United States
Full-time
Onsite
Entry, Mid Level
$34.56/hr - $57.60/hr
2+ years expLPL Financial is a leading independent broker-dealer that empowers financial professionals to shape their success. They are seeking an Executive Administrative Assistant to support the Managing Director, managing complex travel, meeting logistics, and providing effective administrative support to enhance the executive's effectiveness.
FinanceFinancial Services
Responsibilities
Maintaining accountability for the executive’s effectiveness through delivery of effective administrative support, including complex calendaring and logistics, meeting preparation, travel coordination and expense processing
Proactively protect the executive’s time and instinctively absorb any surmountable tasks to alleviate pressure where possible; anticipate the needs of the executive and operate independently to deliver creative solutions
Prepare and review all documents for meetings as well as any department communications
Seamlessly serve as executive’s proxy when their voice and/or presence is either impossible or impractical
Cultivate client and business partner relationships wherever possible, focusing heavily on delivering a distinguished hospitality experience and making conscious connections
Own and continuously improve the executive’s and the team’s operating cadence (e.g. 1:1s, team meetings, leadership off-sites, etc.)
Promote effective collaboration among the department’s underlying business units, including in the absence of the executive’s direct participation
Ensure the productivity of team meetings by owning coordination, agenda, and note-taking; distill meeting notes into action plans
Demonstrate an attitude of resourcefulness and self-sufficiency in all tasks
Develop and maintain solid working relationships with peers across the firm to encourage a collaborative environment and deliver timely and accurate results
Appropriately handle information and tasks of a highly confidential nature, maintaining utmost discretion at all times
Qualification
Required
2+ years of experience in an executive assistant role
Ability to work in-office Monday-Friday
Experience working efficiently in a fast-paced professional environment
Comfort working with high level executives; this is a high visibility position
Exceptional knowledge of all Microsoft applications - Excel, PowerPoint, Outlook, Word (MS Office Certification or equivalent operating knowledge preferred)
Interact well with peers, senior managers, and other staff in the department
Excellent organizational and customer service skills, with high attention to detail
Superior writing and editing ability
Excellent oral and written communication skills
Must be proactive in meeting and exceeding needs of leader and handle confidential information
Ability to meet deadlines and multi-task in a fast paced environment
Preferred
Bachelor's degree preferred
Financial Services industry experience
Previous project management experience preferred
Exceptional travel arrangement experience with proven success working across multiple time zones
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Chief Executive Officer
Sid Vyas
Chief Technology Officer/EVP
Recent News
MarketScreener
2025-12-16
2025-12-12
Investor's Business Daily
2025-12-11
Company data provided by crunchbase