Job Description
Description
Operation Specialists Job Description and Responsibilities May Include:
• Processing – Responsible for processing receipt transactions that are Not in Good Order, processing journal request, and monitoring/handling the disbursement work queues to process various disbursement requests.
• Divorce and Death Claim processing
• Tax operations processing.
• Processing ACAT, Non ACAT and/or Mutual Fund account transfers
• Report Review- Reviewing reports that reconcile general ledgers and end of day balances
• Supporting investment transaction accounting, position reconciliation for the purpose of accurate reporting
• Daily processing of compensation sharing arrangements (or setups) for New Advisors and ongoing maintenance for current LPL Advisors
• Expected to perform a set amount of tasks daily using several applications, following set procedures and guidelines
• Additional tasks to match changing business needs
Qualifications:
• An understand...
Operation Specialists Job Description and Responsibilities May Include:
• Processing – Responsible for processing receipt transactions that are Not in Good Order, processing journal request, and monitoring/handling the disbursement work queues to process various disbursement requests.
• Divorce and Death Claim processing
• Tax operations processing.
• Processing ACAT, Non ACAT and/or Mutual Fund account transfers
• Report Review- Reviewing reports that reconcile general ledgers and end of day balances
• Supporting investment transaction accounting, position reconciliation for the purpose of accurate reporting
• Daily processing of compensation sharing arrangements (or setups) for New Advisors and ongoing maintenance for current LPL Advisors
• Expected to perform a set amount of tasks daily using several applications, following set procedures and guidelines
• Additional tasks to match changing business needs
Qualifications:
• An understand...
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