Associate Analyst, Advisory Operations

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

The Associate Analyst provides fee processing, problem-solving, reporting, and training support to the Advisory Operations team. This role works closely annuity carriers to complete fee processing and next steps. The Associate Analyst will need to have a foundational level of knowledge of all team processes and how the various independent processes fit in the overall billing process to document and maintain processes and procedures.

• FBVA Direct Debit Fee processing
• Coordination with the annuity carriers and other internal departments for processing and payouts
• Meet strict deadlines with minimal supervision in a fast-paced environment
• Handle escalated items in a timely and accurate manner
• Research and resolve FBVA Direct Debit fee inquiries and issues
• Identify processes for improved efficiency and accuracy
• Updating/maintaining accurate policy and procedure documents

We want strong collaborators who can deliver a world-class client experience
. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented
, and are able to execute in a way that encourages creativity and continuous improvement
.

• 0-2 years of experience in the brokerage, accounting, or financial services industry
• 1-2 years of experience using Microsoft Excel, including functions such as VLOOKUPs and Pivot Tables
• 1-2 years of experience using Microsoft Word, Outlook, and Power Point

• Excellent verbal and written communication skills
• Strong analytical and problem-solving skills with keen attention to detail
• Complete tasks carefully and consistently, maintaining exceptional accuracy
• Ability to perform under pressure
• Strong customer service skills
• Adapt approach, goals and methods to achieve solutions and results in dynamic situations

• Bachelor’s degree or equivalent experience

$21.69-$36.15/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Your recruiter will be happy to discuss all that LPL has to offer!

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

For further information about LPL, please visit

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business.…