Executive Assistant to Office of the CEO Job at LPL Financial Holdings Inc., San Diego, CA

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  • LPL Financial Holdings Inc.
  • San Diego, CA

Job Description

LPL is currently hiring an Executive Assistant to Office of the CEO. The Executive Assistant will provide administrative support to LPL's Office of the CEO and primary responsibilities include supporting the CEO and EA to the CEO with expense management, ad hoc project management, SVP, Chief of Staff administrative support, material and conference preparation. Responsibilities include collaborating with the Office of the CEO team, assisting with MC Meeting coordination, Board Meeting deliverables and scheduling, conference prep and coordination and ad hoc project management. Acts as primary back up support for the Executive Assistant to CEO. Manages incoming mail, flags client letters, escalates complaints as needed. Manages personal requests for CEO including booking travel for executive and family, management of tax information, scheduling private appointments, heavy travel coordination including air, lodging, and transportation in conjunction with the corporate travel department. Manages expenses by organizing receipts and inputting in Concur timely to ensure billing schedule. Screens incoming telephone calls, takes and delivers accurate messages, responds to requests by gathering and providing information and referring non-routine calls to appropriate staff. Supports SVP, Chief of Staff with calendar, travel and expenses. Manages food and beverages for meetings, consolidates travel arrangements, coordinates MC events and OCEO, runs agenda and notes for team meetings, performs calendar analysis, and conference prep for previous meetings. Requirements include 5+ years’ experience in C-Suite level executive administration support, Associate or Bachelor’s degree preferred, team-oriented experience, ability to interact with all levels including clients and senior leadership professionally, excellent organizational and customer service skills, exceptional travel arrangement experience across multiple time zones, financial services industry experience or supporting a growth organization is a plus, exceptional written and verbal communication skills, exceptional knowledge of Microsoft applications (Excel, PowerPoint, Outlook, Word), adaptable and flexible approach, proactive and solution-oriented mindset, high level of integrity and confidentiality, impeccable organizational and time management skills with ability to multitask and prioritize under pressure. This role is expected to work in the San Diego office on a full-time basis.

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Job Tags

Full time, Currently hiring, Flexible hours,

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