LPL Financial

Executive Assistant

LPL Financial  •  $26.49 - $44.12/hr  •  Charlotte, NC / Fort Mill, SC (Onsite)  •  14 hours ago
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Job Description

Where Ambition Meets Innovation


Build a career that matches all your initiative with an impressive dose of innovation. From cutting‑edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

As the Executive Administrator, you will provide high‑level administrative support to an executive within your assigned department. This role is responsible for managing complex schedules, coordinating heavy travel, handling communications, preparing materials, supporting events, and ensuring day‑to‑day operations run efficiently. This is a fully in‑office position based in either Fort Mill, SC or New York, NY.

Responsibilities:

  • Manage all daily administrative activities for the supported executive, including answering multiple phone lines and serving as a primary point of contact for internal and external partners

  • Maintain and manage executive calendars, schedule and coordinate meetings, track changes, and ensure the executive is prepared with required materials

  • Coordinate complex domestic and international travel, including air, lodging, and ground transportation, in partnership with the corporate travel department

  • Organize receipts and submit expense reports through Concur in accordance with established billing schedules

  • Prepare, review, and distribute meeting materials, presentations, correspondence, and department communications

  • Order food, beverages, and supplies for meetings and events; support event planning and ad hoc projects as assigned

  • Maintain team office supplies and support general office operational needs

What are we looking for?

We’re looking for strong collaborators who pursue greatness, act with integrity, and are driven to help our clients succeed The ideal candidate thrives in fast‑paced, team‑oriented environments, values continuous improvement, and contributes to a culture where we win together and create and share joy in our work.

Requirements:

  • 6+ years of experience in an executive assistant or executive administrative role

  • Experience supporting senior‑level executives

  • Experience working in a fast‑paced, deadline‑driven environment

  • Experience coordinating complex travel arrangements across multiple time zones

  • Ability to work fully in office

Core Competencies:

  • Ability to prioritize and work efficiently in a fast‑paced, busy department

  • Ability to interact effectively with peers, senior managers, and other staff

  • Strong organizational and customer service skills

  • Strong oral and written communication skills

  • Proactive approach to supporting leaders and handling confidential information

Preferences:

  • Experience in the financial services industry or supporting a technology organization

#LI-Onsite


Pay Range:

$26.49-$44.12/hour


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!


LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com

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.

EAC 5.19.26

LPL Financial

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
San Diego, CA
Year Founded
1989
Website
lpl.com
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