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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lpl.com.
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Ops Specialist

Job ID: R-010627 Date posted: 07/29/2020 Primary Location CA-San Diego

The Cash Management Operations Specialist will be part of a department that is responsible for the money movement of cash and/or assets. This person would support various processes within Cash Management that include: Journals, Receipts, and Disbursements (Retirement). While much of this role will require an operational process, this person will be required to have contact with internal and external clients.

Essential Functions:

Processing – Responsible for processing receipts transactions that are Not in Good Order, processing journal requests, and monitoring/handling the disbursement work queues to process various disbursement requests. Divorce and Death Claim processing will also be required, along with some tax operations processing.

Report Review- Reviewing reports that reconcile general ledgers and end of day balances for wires and checks, reviewing rejection reports for updates to ACH transactions, and processing receipt transactions.

Continuous Learning- Keeping up to date on new processes and controls, actively participating in daily huddles and monthly department and other meetings.

Job Requirements:

  • 0-2 years in the brokerage, accounting or financial services industry
  • Effective verbal and written communication skills
  • Ability to adapt to change
  • Ability to work independently as well as in a team
  • Ability to problem-solve, articulate requirements and escalate when necessary
  • Strong attention to detail with a high degree of accuracy and consistency
  • Executes given tasks timely and accurate

Why LPL? 

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.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

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 @lpl.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.

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