LPL Financial · 3 hours ago
Sr. Executive Administrative Assistant
LPL Financial is a leading wealth management firm in the U.S., dedicated to empowering professionals in achieving financial goals. They are seeking a Senior Executive Administrative Assistant to provide comprehensive administrative support to senior executives, including managing travel arrangements, scheduling meetings, and maintaining effective communication within the team.
FinanceFinancial Services
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
Qualification
Required
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
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
Preferred
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
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
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
Recent News
2026-01-13
2026-01-12
Investment News
2026-01-11
Company data provided by crunchbase