Overview
Executive Assistant Jobs in United States at CCBST College
LPL is currently recruiting for an Executive Admin Assistant. The Executive Admin Assistant will provide support to LPL’s President and Chief Financial Officer (CFO) and the role will be located in our future Manhattan, New York office. This is a highly visible role in a dynamic and fast-paced environment.
Responsibilities:
Handle all day-to-day responsibilities for the President & CFO.
Manage a heavy and busy calendar:
Heavy calendaring of internal and external meetings, keeping executive current with any changes, provide and post materials, and prepare the executive for all meetings.
Act as “gatekeeper” to President & CFO to ensure schedule is followed and respected.
Travel Management:
Arranging all aspects of travel including air, lodging, and transportation.
Ensure ease of travel and book travel as far ahead as possible to ensure flight options and first-class seating.
Management of President & CFO inbox:
Act on behalf of the President & CFO when appropriate by responding to emails as agreed upon with the President & CFO.
LPL Conferences:
Prepare agenda, materials, and provide information on conferences executive attends.
Travel and registration to the conferences.
Meeting with conference team for details.
Engage with Board members appropriately. Understand the Board schedule, the President & CFO’s role in the Board meetings.
Become familiar with the Earnings Call process.
Submit monthly business expenses using the Concur Expense application.
Be responsive to emails/texts/phone calls, with contact outside normal business hours.
Create solid working relationships with Chief of Staff team; Leadership team and other administrative staff within the business units, and also with our C-Suite administrative staff.
Requirements:
10+ years’ extensive experience in C-Suite level executive administration support and comfort working with high level executives. This is a high visibility position.
Exceptional travel arrangement experience with proven success working across multiple time zones.
Exceptional knowledge of Microsoft applications – Excel, PowerPoint, Outlook, Word (MS Office & MS Teams).
Requires strong attention to detail and ability to prioritize, multi-task, and work efficiently in a fast-paced environment.
Superior writing and editing skills.
Strong business sense and can decipher priorities and make sound judgment calls when needed.
Proactive in meeting and exceeding needs of leader and in handling highly confidential information.
Ability to meet deadlines and multi-task in a very fast-paced environment.
Willingness and availability to work outside regular work hours.
Ability to interact with people of all levels, clients and senior leadership, in a confident, professional manner.
Excellent organizational and customer service skills.
Ability to think outside of the box with a sense of urgency.
Preferred:
Associate or bachelor’s degree.
Financial Services Industry experience is a plus.
Exposure to company Earnings Call process is a plus.
Pay Range:
$90,300-$150,500/year
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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
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.
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. !
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. !
Community Focus: We care for our communities and encourage our employees to do the same. !
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. !
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.
EAC1.22.25
Title: Executive Assistant
Company: CCBST College
Location: United States
