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Ops Associate

Job ID: R-003930 Date posted: 07/30/2018 Primary Location CA-San Diego

We are currently looking for an Operations Associate to work in our Document Imaging operations group. The ideal candidate will be able to handle high volume mail by sorting, as well as open and analyze over 250 document types for eight business units and identifying the business process workflow.

Essential functions:

• Scanning documents into our imaging system (Captiva/Documentum)
• Processing checks into our Remit Pro imaging system, entering client data
• Performing quality control, filing by compiling completed document batches.

• High School Diploma or equivalent required, Associate's degree a plus
• Minimum of 1-2 years operations or administrative experience
• Exceptionally organized
• Requires very strong attention to detail
• Must have the ability to multi-task and work in a fast paced environment
• Must be a team-player with a flexible and positive attitude

• Must be able to lift 50 lbs.
We offer a competitive salary and benefits package. Please login or create an account to apply to this position. Principals only. EOE

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

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  • Service and Operations, San Diego, California, United StatesRemove