Repapering SpecialistApply Job ID: R-024419 Date posted: 07/11/2022 Primary Location SC-Fort Mill
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
The Repapering Specialist in Business Transitions works with Regional Transition Partners and Transition Support Partners on projects that support recruits who are transitioning their practice to LPL Financial. The Repapering Specialist’s core responsibilities will be to create the New Account, Transfer (ACAT), and Move Money paperwork required to move the advisors business from their old broker dealer to LPL.
The Repapering Specialist will display a thorough understanding of how all paperwork is completed and their dependency on one another to move an entire book of business. The Repapering Specialist is a subject matter expert on the art of repapering and must demonstrate a high level of LPL technical knowledge, attention to detail, and exceptional communication skills. We want high-energy, quick learners who have a bias for action. We are looking for people who thrive in a fast-paced environment and are able to execute in a way that encourages strong collaboration and continuous improvement.
If you want to learn and grow with us, this is the role for you. We have a robust career path where successful Repapering Specialists promote into Transition Support Partner roles and other key roles within the firm. The Repapering Specialist role will give you exposure to LPLs processes quickly making you a competitive candidate for other internal opportunities.
Repapering Support – 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.
SmartSheet Tracking – Leverage this tool to communicate back and forth with advisors on items that are complete, in process and/or Not In Good Order.
New hires will be trained on all repapering functions to be set up for success, however, 1-2 years of experience in New Accounts or Operations a plus
Experience supporting advisors in various lines of business (wirehouse, regional, independent, RIA, institutions and retirement plans) a plus
Experience with Outlook, Word, Excel required
Experience with SmartSheet and BOX a plus
Strong attention to detail
Proactive, critical thinker who can work with little direction once given a project
Multi-tasker in a fast paced environment
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 (800) 877-7210.