Financial Operations Analyst: Fee Processing & Reporting

LPL Financial LLC; Tempe (AZ); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial LLC is seeking an Associate Analyst to support fee processing, reporting, and training for the Advisory Operations team. You will collaborate with annuity carriers to complete processing and ensure accurate documentation of billing procedures.

Ideal candidates have 0–2 years in brokerage or financial services, plus proficiency in Excel, Word, Outlook, and PowerPoint. A bachelor’s degree or equivalent experience is preferred.

Qualifications

• Excellent verbal and written communication skills.
• Strong analytical and problem-solving abilities with keen attention to detail.
• Ability to complete tasks carefully and accurately, under pressure.

Responsibilities

• FBVA Direct Debit Fee processing.
• Coordination with annuity carriers and other departments for processing and payouts.
• Meet deadlines in a fast-paced environment with minimal supervision.

Skills

Strong communication

Analytical thinking

Team orientation

Client focus

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint

Job description

LPL Financial LLC is seeking an Associate Analyst to support fee processing, reporting, and training for the Advisory Operations team. You will collaborate with annuity carriers to complete processing and ensure accurate documentation of billing procedures.

Ideal candidates have 0–2 years in brokerage or financial services, plus proficiency in Excel, Word, Outlook, and PowerPoint. A bachelor’s degree or equivalent experience is preferred.