LPL Financial · 2 hours ago
Executive Administrative Assistant
New York
Full-time
Onsite
Senior Level
$35.60/hr - $59.33/hr
5+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success while helping clients pursue their financial goals. The Executive Administrative Assistant will provide executive administrative support to the Chief Legal Officer, managing travel, scheduling meetings, and maintaining calendars and files.
FinanceFinancial Services
Responsibilities
Manage all day-to-day administrative responsibilities for the Group Managing Director (GMD), including scheduling, coordinating meetings, booking conference rooms, and other general administrative tasks
Maintain and update the GMD’s calendar, ensuring all meetings are scheduled accurately and changes are communicated promptly; prepare meeting materials and arrange food/beverages as needed
Coordinate comprehensive travel arrangements—air, lodging, and transportation—in partnership with the corporate travel department
Ensure seamless travel experiences (e.g., early hotel check-in for red-eye arrivals, adequate buffer time between flights and meetings)
Organize receipts and process expenses in Concur promptly to meet billing deadlines
Prepare and review documents for meetings and draft departmental communications
Plan and execute events, including department holiday parties and on-site support for town halls
Serve as gatekeeper for the GMD’s schedule, ensuring priorities are maintained and respected
Proactively manage external meetings, scheduling prep sessions and securing pre-read materials in advance
Qualification
Required
5+ years experience providing administrative support at the C-Suite executive level
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
Advanced proficiency in Microsoft Office applications (Excel, PowerPoint, Outlook, Word); MS Office Certification or equivalent expertise preferred
Proven success in managing complex travel arrangements across multiple time zones
Exceptional organizational and time management skills, with the ability to multitask and prioritize effectively under pressure
Strong team collaboration skills, with a track record of building solid relationships with administrative peers and department stakeholders
Ability to engage confidently and professionally with individuals at all levels, including clients and senior leadership
Exceptional customer service capabilities
Outstanding written and verbal communication skills
Proactive and solution-oriented, with the ability to anticipate needs and take initiative
Demonstrated integrity and discretion in handling sensitive and confidential information
Preferred
Experience in the Financial Services industry or supporting a high-growth organization
Associate or Bachelor's degree
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.
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
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-23
2026-01-23
Company data provided by crunchbase