Executive Administrative Assistant

LPL Financial•San Diego, CA

1d•$39 - $65•Onsite

About The Position

The Executive Assistant to the CEO is part of a two-person executive support team providing seamless, high-touch administrative and operational support to LPL’s CEO. The assistants share accountability for the full scope of support, establish and adjust primary ownership of responsibilities based on business needs and executive priorities, and maintain cross-training to provide backup coverage and continuity. Success requires a team-first mindset, clear ownership, disciplined handoffs, exceptional discretion, and shared accountability for a coordinated and responsive support experience. The role supports the CEO’s calendar, inbox, correspondence, travel, meeting preparation, Board and executive leadership activities, expenses, and approved personal and family administrative needs. The assistant anticipates needs, protects the CEO’s time, handles sensitive matters with discretion, and works closely with the other Executive Assistant and a broad network of internal and external partners. The position requires full-time work in LPL’s San Diego office and responsive support outside standard business hours when business needs require it.

Requirements

10 or more years of progressively responsible executive support experience, including direct support for a CEO, C-suite executive, or similarly senior leader.
Demonstrated experience managing complex calendars, executive inboxes, meeting preparation, and domestic and international travel across multiple time zones.
Advanced proficiency with Microsoft Outlook, Teams, Word, Excel, and PowerPoint.
Experience with Concur or a comparable expense-management platform.
Ability to work full-time in the San Diego office and provide responsive support outside standard business hours when business needs, travel disruptions, executive events, or coverage require it.
Professional experience handling confidential information, interacting with Board members, clients, and senior leaders, and independently prioritizing competing demands.
Executive judgment and discretion, including making sound decisions, protecting confidentiality, and knowing when to act independently or escalate.
Anticipation and problem-solving skills, including looking ahead, identifying risks and opportunities, and resolving issues before they affect executive priorities.
Operational excellence, including accuracy, responsiveness, organization, and disciplined follow-through.
Clear executive communication skills and ability to build trusted relationships across internal and external stakeholders.

Nice To Haves

Associate or bachelor’s degree.
Experience in financial services, a public company, an executive office, or a family-office-style environment.
Experience supporting Board-facing activities and partnering with corporate security, executive protection, or high-touch travel providers.
Experience managing both business and approved personal administrative matters.

Responsibilities

Manage the CEO’s complex calendar, including scheduling, prioritization, conflict resolution, meeting logistics, communicating changes, and maintaining visibility into commitments and travel.
Manage the CEO’s inbox and correspondence by identifying priority messages, flagging communications from clients and Board members, routing escalations, and responding on the CEO’s behalf within agreed parameters.
Coordinate complex domestic and international travel, including air, lodging, ground transportation, visas, security coordination, detailed itineraries, and real-time disruption management across multiple time zones.
Prepare the CEO for internal and external meetings by coordinating preparation sessions, gathering and reviewing pre-read materials, researching relevant information, and ensuring materials are complete and available in advance.
Support Board and executive leadership activities by coordinating schedules, materials, meeting deliverables, conferences, leadership gatherings, and high-touch hospitality with the broader Office of the CEO.
Prepare, submit, and reconcile executive expenses; maintain organized records and coordinate with Finance and Travel as needed.
Coordinate approved personal and family administrative needs, including travel, appointments, calendar updates, reimbursements, and annual tax-document coordination.
Protect the CEO’s time by anticipating needs, identifying opportunities to improve the productivity of travel and meetings, and promptly escalating sensitive matters or material conflicts.
Partner with the other Executive Assistant to define, document, and periodically adjust primary ownership of responsibilities based on executive priorities, business needs, coverage requirements, and individual areas of focus.
Maintain cross-training across core responsibilities, documented processes, disciplined handoffs, and continuity plans to provide effective backup support during PTO, absences, extended-hours coverage, or changing business needs.
Build trusted relationships with Board members, senior leaders, clients, executive assistants, Corporate Security, Travel, Finance, Events, Facilities, and external partners while handling confidential information with discretion.