LPL Financial

Associate Analyst

LPL Financial

full-time

Posted on:

Location Type: Office

Location: Fort Mill • Arizona • South Carolina • United States

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Salary

💰 $24 - $41 per hour

About the role

  • Allocate work amongst processing teams to ensure daily, weekly, and monthly SLAs are attained
  • Review and evaluate processes, and monitor the quality of work as measured against accuracy, timeliness, and productivity standards
  • Communicate complex issues both in writing and verbally to management, internal/external vendors, and clients
  • Create and run reports to mitigate risk against future firm impact and improve efficiency for teams
  • Participate in various testing projects for new technology used by employees and advisors

Requirements

  • Bachelor's degree
  • 1-2 years financial service experience
  • Extremely organized
  • Adaptive and flexible
  • Ability to multi-task in a fast-paced environment
  • Prior experience working with mutual fund preferred
  • Series 99/SIE preferred
  • Beta preferred
  • Word, Excel, Access, Outlook
Benefits
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
report creationprocess evaluationquality monitoringrisk mitigationefficiency improvement
Soft Skills
organizational skillsadaptabilityflexibilitymulti-taskingcommunication skills
Certifications
Bachelor's degreeSeries 99SIE