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Executive Administrative Assistant
LPL Financial. Provide executive administrative support to LPL’s Executive Vice President and leadership team .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in executive administrative support, including managing complex schedules, coordinating travel logistics, and preparing meeting materials. Exhibits exceptional organizational, communication, and interpersonal skills, ensuring effective collaboration with senior leadership and clients.
Highest-signal resume keywords
Executive Administration SupportTravel Arrangement ExperienceMicrosoft Office ProficiencyOrganizational SkillsCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Calendar ManagementMeeting LogisticsExpense ReportingTravel CoordinationDocument Preparation
Soft Skills
Time ManagementMultitaskingRelationship BuildingIntegrityAdaptability
Tools & Technologies
ConcurMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookMicrosoft Word
Certifications & Qualifications
MS Office Certification
Industry Keywords
Financial ServicesExecutive LeadershipClient EngagementGrowth OrganizationConfidentiality
About the role
Key responsibilities & impact- Provide executive administrative support to LPL’s Executive Vice President and leadership team
- Manage day-to-day executive administration, including emails, scheduling, meetings, conference rooms, and general administrative functions
- Manage group distribution lists for the business unit
- Maintain executive calendars and communicate changes
- Prepare meeting materials and order food and beverages when applicable
- Coordinate executive travel, including air, lodging, and transportation, across multiple time zones
- Ensure ease of travel by coordinating hotel check-in and appropriate buffers between travel and meetings
- Support client engagement activities involving advisors, clients, subject matter experts, and executive leadership
- Manage meeting logistics, materials, schedules, and follow-up
- Organize receipts and enter expenses in Concur
- Prepare and review meeting documents and department communications
- Plan department events, including holiday parties and town halls
- Act as gatekeeper to the EVP and protect the executive’s schedule
- Manage the EVP’s inbox, flagging executive, client, and business partner messages
- Forward escalations to appropriate business owners
- Partner with the EVP’s chief of staff and respond to emails on behalf of the EVP when appropriate
- Schedule preparation meetings and ensure pre-read documents are received for external meetings
Requirements
What you’ll need- 10+ years’ experience in executive administration support
- 5+ years’ experience working with Microsoft applications: Excel, PowerPoint, Outlook, and Word
- MS Office Certification or equivalent operating knowledge preferred
- 5+ years’ travel arrangement experience with proven success working across multiple time zones
- Impeccable organizational and time management skills
- Ability to multitask and prioritize effectively under pressure
- Ability to create solid working relationships with administrative staff and department colleagues
- High level of integrity and ability to maintain confidentiality with sensitive information
- Ability to interact confidently and professionally with clients and senior leadership
- Exceptional written and verbal communication skills
- Adaptable and flexible approach
- Proactive and solution-oriented mindset
- Financial Services industry experience or supporting a growth organization is a plus
- Associate or Bachelor’s degree preferred
Benefits
Comp & perks- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- Competitive LPL Total Rewards package