Operations Analyst

TEKsystems•Tempe, AZ

1d•$21 - $23•Hybrid

About The Position

We typically seek recent college graduates with a degree in Accounting, Finance, or a related field who are interested in building a long-term career in accounting, tax, or financial services. Successful candidates are detail-oriented, analytical, and eager to develop expertise in tax reporting and financial operations. Operation Specialists Job Description and Responsibilities May Include: Processing Responsible for processing receipt transactions that are Not in Good Order, processing journal request, and monitoring/handling the disbursement work queues to process various disbursement requests. Divorce and Death Claim processing. Tax operations processing. Processing ACAT, Non ACAT and/or Mutual Fund account transfers. Report Review- Reviewing reports that reconcile general ledgers and end of day balances. Supporting investment transaction accounting, position reconciliation for the purpose of accurate reporting. Daily processing of compensation sharing arrangements (or setups) for New Advisors and ongoing maintenance for current LPL Advisors. Expected to perform a set amount of tasks daily using several applications, following set procedures and guidelines. Additional tasks to match changing business needs.

Requirements

An understanding of direct processing is preferred but not required
Very strong proficiency skills in Excel
Strong written & verbal communication skills with the ability to communicate effectively at multiple levels
Attention to detail, ability to analyze information and strong reporting skills
Must work well under stress in order to meet strict set deadlines
Must be organized and can work on multiple projects at a time

Nice To Haves

Knowledgeable of a wide range of financial investment vehicles including but not limited to Mutual Funds, Fixed Income Products, Options, Common Stocks and Variable Annuities preferred
Familiarity with Documentum, BETA, Visio, Adobe, Siebel preferred

Responsibilities

Processing receipt transactions that are Not in Good Order
Processing journal requests
Monitoring and handling disbursement work queues to process various disbursement requests
Divorce and Death Claim processing
Tax operations processing
Processing ACAT, Non ACAT and/or Mutual Fund account transfers
Reviewing reports that reconcile general ledgers and end of day balances
Supporting investment transaction accounting and position reconciliation for accurate reporting
Daily processing of compensation sharing arrangements (or setups) for New Advisors and ongoing maintenance for current LPL Advisors
Performing a set amount of tasks daily using several applications, following set procedures and guidelines
Performing additional tasks to match changing business needs