Sr Administrative Assistant

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you’re ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

We are seeking a highly organized and proactive Senior Administrative Assistant to support senior leadership and help ensure the smooth operation of day-to-day activities. This role requires a high level of professionalism, discretion, communication skills, and the ability to anticipate and meet the needs of leaders across the product organization.

Responsibilities:

• Provide executive-level administrative support including calendar management, travel arrangements, expense reports, and meeting coordination.
• Serve as a liaison between the leadership team and internal/external stakeholders.
• Prepare and edit correspondence, communications, presentations, and other documents.
• Organize and maintain files, records, and databases with confidentiality.
• Plan and coordinate team events, town halls, and offsite meetings.
• Monitor and prioritize incoming communications and requests, handling as appropriate.
• Support departmental operations, including project tracking, reporting, and process improvements.
• Anticipate executive needs and proactively address issues before they arise.

Requirements:

• 5+ years of administrative experience, preferably supporting executives or senior leaders.
• Strong proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint), Teams, and other collaboration tools.
• Excellent organizational and time management skills with attention to detail.
• Strong written and verbal communication skills.
• Ability to handle sensitive information with discretion and confidentiality.
• Capable of managing multiple priorities in a fast-paced environment.
• Experience in financial services, technology, or a similarly complex environment.
• Bachelor’s degree or equivalent experience.
• Familiarity with tools such as Concur, Workday, Confluence, and SharePoint.

Core Competencies:

• Demonstrates initiative and anticipates needs of the leaders they support.
• Maintains a calm and professional demeanor under pressure.
• Builds strong relationships across departments to ensure operational efficiency.
• Delivers high-quality work with minimal oversight.
• Effectively manages competing priorities and deadlines.

#LI-PA

Pay Range:

$20.19-$33.65/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!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our size is just right for you to make a real impact. Learn more here!
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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.

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