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Lead Operations Specialist at LPL Financial | JobVerse
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Lead Operations Specialist
LPL Financial
Website
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Lead Operations Specialist
North Carolina, United States of America
Full Time
2 weeks ago
$20 - $34 USD
Visa Sponsor
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Key skills
Communication
Critical Thinking
Problem Solving
About this role
Role Overview
Assist in daily oversite and activities related to move money activities
Analyze move money activity to identify trends
Provide team support with complex questions and/or escalations
Collaborate within the team to implement new processes and controls
Monitor team and individual team productivity and quality
Manage escalated issues in a timely manner
Lead and participate in daily huddles
Foster a positive team environment
Requirements
2+ years of experience in Financial Services industry or comparable experience
Positive and curious attitude with a willingness to take on difficult and complex situations
Strong organizational and critical thinking skills
Ability to work with and communicate effectively throughout the organization
Excellent verbal and written communication skills
Ability to multi-task in a fast paced environment
Time and Priority Management
Understanding of IRS rules and regulations related to Retirement Accounts (preferred)
Problem Solving and Process Improvement experience (preferred)
Securities Industry Essentials (SIE) Certification (preferred)
Bachelor’s degree; preferably in business, accounting, or finance (preferred)
Benefits
401K matching
health benefits
employee stock options
paid time off
volunteer time off
Apply Now
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