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Senior Retirement Ops Specialist — Move Money & Training
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-08-20
Listing for:
LPL Financial LLC
Apprenticeship/Internship
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Banking Operations, Business Administration, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
LPL Financial LLC in Tempe, AZ seeks a senior Operations Specialist for complex retirement move money escalations. You will train new associates, analyze processing queues, and ensure compliance with IRS rules for contributions and distributions in retirement accounts.
Strong collaboration with internal partners is essential to improve processes and educate advisors. Ideal candidates have 1+ year in financial services and customer service, plus MS Excel proficiency.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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