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LPL Financial

Repapering Partner

LPL Financial

. Provide repapering support to aid new advisors in moving their book of business to LPL Financial .

Posted 4/2/2026full-timeFort Mill • California, South Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $18 - $29 per hourWebsite

About the role

Key responsibilities & impact
  • Provide repapering support to aid new advisors in moving their book of business to LPL Financial
  • Repapering support will be provided virtually and will include opening accounts, cash management and transfer paperwork
  • Leverage SmartSheet to communicate with advisors on items that are complete, in process and/or Not In Good Order

Requirements

What you’ll need
  • Experience with Outlook, Word, Excel
  • Strong attention to detail
  • Proactive, critical thinker who can work with little direction once given a project
  • Multi-tasker in a fast paced environment
  • Ability to work as part of a team and completely independent

Benefits

Comp & perks
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
  • competitve compensation

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
attention to detailproactivecritical thinkermulti-taskerteamworkindependent work