Repapering Partner
Fort Mill, South Carolina, United States of America
Full Time
2 hours ago
$17 - $29 USD
Visa Sponsor
About this role
Role Overview
- Provide repapering support to aid new advisors in moving their book of business to LPL Financial
- Repapering support will be provided virtually and will include opening accounts, cash management and transfer paperwork
- Leverage SmartSheet to communicate with advisors on items that are complete, in process and/or Not In Good Order
Requirements
- Experience with Outlook, Word, Excel
- Strong attention to detail
- Proactive, critical thinker who can work with little direction once given a project
- Multi-tasker in a fast paced environment
- Ability to work as part of a team and completely independent
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
- competitve compensation