Seasonal Operations Manager
Education at Work
Analyst, Advisory Operations/Billing
LPL Financial
full-time
Posted on:
Location Type: Office
Location: Tempe • Arizona, South Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $26 - $43 per hour
Job Level
Mid-LevelSenior
About the role
- Handle complex and cross-departmental items on behalf of the advisory operations team
- Communicate complex issues in writing and verbally to management and internal/external vendors and customers
- Provide oversight of existing processes and mitigate risk against future firm impact
- Oversee review, reconciliation and supervisory control of data and provide detail-level analysis to external clients while meeting service level agreements
- Collaborate with subject matter experts across teams to obtain key job knowledge and meet business needs
- Research complex situations and define actions necessary to resolve them
- Improve workflows that cross multiple teams to gain efficiencies
- Meet strict deadlines with minimal supervision in a fast-paced environment
- Handle escalated items timely and accurately while creating a great experience for customers
- Limited weekend availability may be expected
Requirements
- 3+ years of experience in financial services firm
- Bachelor’s degree in business, finance or other related field
- Excellent knowledge of Excel (Pivot tables, Vlookups, macros)
- Working understanding of client compensation and the impacts of billing and billing adjustments on client compensation
- Excellent analytical and problem solving skills
- Keen attention to detail
- Constant eye for process improvement and efficiencies
- Ability to meet strict deadlines with minimal supervision in a fast-paced environment
- Ability to analyze information and strong reporting skills
- Ability to handle escalated items timely and accurately
- Limited weekend availability
- (Preferences) Strong understanding of advisory products
- (Preferences) Knowledgeable in general advisory account billing and adjustments
- (Preferences) Strong knowledge of Word, Outlook, Powerpoint
- (Preferences) FINRA licensing (SIE/99, 7)
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- LPL Total Rewards package (competitive benefits and perks)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
ExcelPivot tablesVlookupsmacrosanalytical skillsproblem solvingreporting skillsprocess improvementbilling adjustmentsadvisory products
Soft skills
communicationattention to detailtime managementcollaborationcustomer serviceadaptabilityorganizational skillsability to work under pressureescalation handlingefficiency focus
Certifications
FINRA SIEFINRA 99FINRA 7