LPL Financial

Repapering Partner

LPL Financial

full-time

Posted on:

Location Type: Hybrid

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

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $18 - $29 per hour

About the role

  • 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

  • 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
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
  • competitve compensation
Applicant Tracking System Keywords

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

Soft Skills
attention to detailproactivecritical thinkermulti-taskerteamworkindependent work