Operations Specialist

Job description

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 Ops Specialist at LPL Financial Corp plays a crucial role in ensuring the smooth and efficient operation of various back-office functions. This individual will contribute to daily operational tasks, support critical business processes, and help maintain high service standards for our advisors and clients. Responsibilities: - Process and reconcile daily transactions, including but not limited to trade processing, account maintenance, and cashiering activities. - Review and validate client requests and documentation for accuracy and completeness, adhering to regulatory guidelines and internal policies. - Investigate and resolve operational discrepancies or issues, collaborating with internal departments and external partners as needed. - Generate and distribute various operational reports, ensuring timely and accurate deli...