Ops Specialist

Job Overview

The Ops Specialist role within Documents and Imaging Services must be capable of assisting with providing support to several operational business units by accurately sorting, opening, and prepping high volume mail. Additional responsibilities may include the assessment and reporting of processing quality and accuracy of assigned processes. The ideal candidate will have strong attention to detail, excellent verbal and written skills, and a team player.

Responsibilities

• Must have the ability to communicate complex issues both in-writing and verbally to management and internal Business Partners
• Documents quality issues, and provides ideas for continuous process improvements
• Ensures proper review and compliance with internal and regulatory standards, guidelines and procedures
• Collaborate with subject matter experts to obtain key job knowledge that will help meet the specific business needs. Research complex situations and define the actions necessary to resolve the situation.

Requirements

• 0-2 years in the brokerage, accounting or financial services industry
• At least three years related customer service and operations experience
• Working knowledge of Microsoft products specifically, Excel, Word, Outlook

Core Competencies

• Strong relationship and people skills.
• Strong communication skills, time and priority management.
• Smartsheet
• Meet productivity standards, deadlines and work schedules
• Perform tasks with care, making few, if any Training Opportunities

Pay Range:

$12.84-$21.39/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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.