LPL Financial

Executive Administrative Assistant

LPL Financial

full-time

Posted on:

Location Type: Office

Location: San Diego • California • United States

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Salary

💰 $39 - $65 per hour

About the role

  • Manage complex calendars, prioritize meetings, and coordinate daily schedules for the SVPs
  • Arrange domestic travel, including itineraries, logistics, and executive briefings
  • Serve as point of contact for internal and external inquiries; manage communications with professionalism and discretion
  • Prepare, edit, and format executive presentations, reports, and briefing materials
  • Support leadership meetings by developing agendas, distributing materials, capturing minutes, and driving follow-up actions
  • Organize team events, offsites, and senior-level sessions across Strategy & Growth
  • Coordinate cross-functional communication and assist with the execution of strategic initiatives
  • Process expense reports, reconcile corporate card charges, and support budget tracking
  • Maintain confidential files, documents, and correspondence
  • Ensure proactive planning for recurring deliverables, business reviews, executive checkpoints, travel cycles, and operating rhythms
  • Build strong working relationships across the enterprise
  • Represent senior leadership with a high level of professionalism in interactions with internal stakeholders and external partners

Requirements

  • 5+ years of executive-level administrative support experience, preferably supporting EVP/SVP-level leaders
  • 3+ years of experience supporting complex calendars and senior-level travel arrangements
  • Excellent written and verbal communication skills
  • Strong proficiency in Microsoft Office Suite, including Outlook, PowerPoint, Excel, and Word
  • Strong organizational abilities with consistent attention to detail
  • Ability to maintain strict confidentiality and handle sensitive information
  • Proven ability to demonstrate judgment, prioritize, and adapt in a fast-paced environment
Benefits
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
calendar managementtravel arrangementsexecutive presentationsreport preparationbudget trackingexpense report processingagenda developmentminute capturingstrategic initiative executionconfidential file management
Soft Skills
communication skillsorganizational abilitiesattention to detailprofessionalismdiscretionjudgmentprioritizationadaptabilityrelationship buildingteam coordination