Associate Analyst, Advisory Operations
About the role
Where Ambition Meets Innovation 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. Job Overview: 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.
Responsibilities
- 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
Requirements
- 0-2 years of experience in the brokerage, accounting, or financial services industry
- 1-2 years of experience using Microsoft Excel, including functions such