Associate Operations Consultant

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

The ideal candidate will have an understanding of the financial services industry, operational knowledge and a willingness to operate in a dynamic, fast-paced, customer-driven environment. As an Associate Analyst, you will support the operational tasks and projects related to providing advisors outstanding service through Admin Solutions. 

Responsibilities:

• Participate in daily task assignments with other team members to process operational needs related to Admin Consultant technology set up and maintenance, onboarding new Admin Consultants, and managing an internal knowledge library

• Assume responsibility of projects & tasks while developing fundamental concepts, practices and procedures

• Pro-active communication with our internal business partners with updates and reporting

• Become accomplished in use of all relevant department tools and resources

• Assist in developing and improving quality and processes to create a consistent service experience

• Support and contribute toward the successful execution of projects and initiatives that support Admin Solutions priorities

What are we looking for?

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 can execute in a way that encourages creativity and continuous improvement.

Requirements:

• 1-3 years of industry experience (preferably financial services) in Operations

• Intermediate skills in MS Office (especially Excel) and Smartsheets

• Highly detail oriented with strong analytical and problem solving skills

• Possesses strong collaboration and team-building awareness

Core Competencies:

• All Microsoft applications, particularly, VISIO, WORD, ACCESS, PowerPoint and Excel (VBA)

• Ability to work independently in a fast-paced environment with multiple priorities

• Ability to work with and communicate effectively to various levels throughout the organization

• Strong attention to detail with a pro-active approach to solving and preventing problems

• Ability to work under pressure/deadlines and manage multiple priorities

• Strong time management and organizational skills

Preferences:

• Previous experience in data management or analytics

#LI-PA

 

Pay Range:

$20.23-$33.71/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!

 

Company Overview:

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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

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. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

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