Job Overview
Employment Type
Hourly
Full-time
Compensation
Type:
Hourly
Rate:
Range $25.20 - $42.01
Work Schedule
Standard Hours
Benefits
401K Matching
Health Insurance
employee stock options
Paid Time Off
Volunteer time off
Dental Insurance
Vision Insurance
Job Description
LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the United States, recognized for its leadership within the financial advisor-mediated marketplace. With its headquarters located in San Diego, California, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions. The company services and custody assets totaling around $2.3 trillion, serving roughly 8 million Americans. LPL Financial offers a comprehensive range of advisor affiliation models, investment solutions, cutting-edge fintech tools, and practice management services, ensuring advisors and institutions have the freedom and flexibility to choose the business models, services, and technology... Show More
Job Requirements
- 3-5 years experience working in a corporate environment, ideally in a travel coordination or planning function
- ability to maintain a high level of professionalism and customer service
- precise and detail-oriented
- superior communication skills in person, phone, and written
- proactive
- comfortable in a fast-paced environment
- ability to multi-task
- proficiency in Microsoft Office applications (Outlook, Excel, Word, PowerPoint)
Job Qualifications
- Bachelor's degree preferred
- 3-5 years experience in a corporate environment, ideally in travel coordination or planning
- strong organizational skills
- excellent communication skills both verbal and written
- proficiency in Microsoft Office applications including Outlook, Excel, Word, PowerPoint
- ability to interact effectively with senior management and all staff levels
- proactive and detail-oriented
Job Duties
- Logistical planning and coordination of home office visits for prospective advisors
- calendar management
- travel arrangements
- agenda construction and scheduling
- overall client experience management
- coordinating sales meetings
- building and maintaining relationships with vendors including hotels, car services, and travel agencies
- reporting and handling of expense accounts
- partnering closely with other departments within LPL to accomplish responsibilities
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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