Administrative Assistant

LPL Financial Holdings Inc. (Nasdaq: LPLA) is one of the fastest-growing wealth management firms in the U.S., supporting over 32,000 financial advisors and 1,200 financial institutions. With approximately $2.4 trillion in brokerage and advisory assets, LPL Financial enables financial advisors to serve about 8 million clients nationwide. The company offers a variety of advisor affiliation models, investment solutions, technology tools, and practice management services tailored for success.

LPL Financial is dedicated to providing flexible resources to empower financial professionals in maintaining thriving businesses.

This is part-time on-site (15 hours) Administrative Assistant position based in Lexington, MA. The Administrative Assistant will be responsible for providing support to advisor managing schedules, coordinating meetings, handling clerical tasks, maintaining organized records, and serving as a primary point of contact for internal and external communications. Additionally, they will uphold professional standards in all interactions and contribute to the smooth operation of the office.

• Proficiency in Administrative Assistance and Clerical Skills, including scheduling, filing, and organization of office tasks.
• Strong Executive Administrative Assistance skills, with the ability to manage schedules, coordinate executive-level meetings, and handle confidential information responsibly.
• Excellent Communication and Phone Etiquette skills to effectively interact with internal teams and external stakeholders.
• Ability to work independently and solve problems efficiently while maintaining attention to detail and prioritization.
• Proficiency in office software, such as Microsoft Office Suite or similar tools.
• Previous experience as an Administrative Assistant or equivalent role is preferred.