Associate Analyst, Retirement Partners

LPL Financial•Charlotte, NC

13d

About The Position

The Associate Analyst will support project & task assignments related to the facilitation of client mailings, block transfers, and data mining. They will regularly exercise excellent business judgment and research and resolve data issues. The ideal candidate will understand the financial services industry and a willingness to operate in a dynamic, fast-paced, customer-driven environment.

Requirements

Bachelor’s degree or equivalent work experience
2+ years of experience in data management or analytics

Nice To Haves

Intermediate skills in MS Office, especially Excel, Word, PowerPoint (Access a plus)
Project management experience highly desired

Responsibilities

Support and collaborate with more experienced colleagues and leverage opportunities to increase knowledge and responsibilities.
Jointly participate in project & task assignments with other team members to gain experience in policies and procedures related to the facilitation of proposals, onboarding new business, and managing provider relationships in support of sales.
Assume responsibility of less complex projects & tasks while developing fundamental concepts, practices and procedures.
Regularly exercise excellent business judgment; research and resolve departmental issues that increase efficiency.
Maintenance of accurate and current documentation where appropriate and work with appropriate parties to ensure timely deliverables.
Pro-active communication with all responsible parties for updates and reporting.
Become accomplished in use of all relevant department tools and resources.