Associate Analyst, Advisory Operations

LPL Financial•Tempe, AZ

5d•$22 - $36

About The Position

The Associate Analyst provides fee processing, problem-solving, reporting, and training support to the Advisory Operations team. This role works closely annuity carriers to complete fee processing and next steps. The Associate Analyst will need to have a foundational level of knowledge of all team processes and how the various independent processes fit in the overall billing process to document and maintain processes and procedures.

Requirements

0-2 years of experience in the brokerage, accounting, or financial services industry
1-2 years of experience using Microsoft Excel, including functions such as VLOOKUPs and PivotTables
1-2 years of experience using Microsoft Word, Outlook, and PowerPoint
Excellent verbal and written communication skills
Strong analytical and problem-solving skills with keen attention to detail
Complete tasks carefully and consistently, maintaining exceptional accuracy
Ability to perform under pressure
Strong customer service skills
Adapt approach, goals and methods to achieve solutions and results in dynamic situations

Nice To Haves

Bachelor’s degree or equivalent experience

Responsibilities

FBVA Direct Debit Fee processing
Coordination with the annuity carriers and other internal departments for processing and payouts
Meet strict deadlines with minimal supervision in a fast-paced environment
Handle escalated items in a timely and accurate manner
Research and resolve FBVA Direct Debit fee inquiries and issues
Identify processes for improved efficiency and accuracy
Updating/maintaining accurate policy and procedure documents