Executive Admin Assistant
About The Position
LPL Financial is seeking a highly skilled Executive Assistant to support multiple Senior Vice Presidents within the Strategy & Growth organization. This role provides comprehensive administrative and operational support for senior leadership, ensuring the team’s strategic and organizational priorities run efficiently. The Executive Assistant represents the SVPs in daily interactions, manages complex workflows, and anticipates business needs in a dynamic environment. This position is based in our San Diego office with on-site expectations to support executive operations. This role resides within Strategy & Growth, a core organization responsible for shaping the firm’s long-term direction and driving sustainable growth across all business lines. Strategy & Growth is comprised of three primary areas that work in close partnership to define strategy, enable execution and expand the firm’s market position.
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
Nice To Haves
- Bachelor’s degree or equivalent relevant experience
- Prior experience in financial services or corporate strategy environments
- Familiarity with executive reporting cycles, board-level presentation standards, and cross-functional project coordination
Responsibilities
- Executive Support 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
- Operational Coordination 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
- Administrative Management 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
- Relationship Management Build strong working relationships across the enterprise
- Represent senior leadership with a high level of professionalism in interactions with internal stakeholders and external partners
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
