Advisory Operations Analyst - Client-Focused & Fast-Paced

lplfinancial; Tempe (AZ); On-site; USD 30,000 - 50,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

Job summary

LPL Financial in Tempe, AZ is hiring an Associate Analyst to support fee processing, reporting and training for the Advisory Operations team. The role interfaces with annuity carriers to complete billing steps and documents processes to improve accuracy and efficiency.

Ideal candidates have 0–2 years in brokerage or financial services, solid Excel/Word/PowerPoint skills, and strong communication and analytical abilities. Join a collaborative environment with growth potential.

Qualifications

• 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 PivotTables
• 1-2 years of experience using Microsoft Word, Outlook, and PowerPoint

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

Skills

Communication

Analytical thinking

Problem-solving

Attention to detail

Customer service

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint

Job description

LPL Financial in Tempe, AZ is hiring an Associate Analyst to support fee processing, reporting and training for the Advisory Operations team. The role interfaces with annuity carriers to complete billing steps and documents processes to improve accuracy and efficiency.

Ideal candidates have 0–2 years in brokerage or financial services, solid Excel/Word/PowerPoint skills, and strong communication and analytical abilities. Join a collaborative environment with growth potential.