Associate Analyst, Operations @ LPL Financial | Jobright.ai
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LPL Financial · 1 week ago

Associate Analyst, Operations

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FinanceFinancial Services
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H1B Sponsorship
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Actively Hiring

Insider Connection @LPL Financial

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Support and collaborate with more experienced colleagues to increase knowledge and responsibilities.
Participate in project & task assignments related to proposals, onboarding new business, and managing provider relationships.
Assume responsibility for less complex projects while developing fundamental concepts and procedures.
Exercise excellent business judgment to research and resolve departmental issues.
Maintain accurate documentation, communicate proactively with responsible parties, and utilize relevant department tools.
Become proficient in using department tools and resources.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Data ManagementMS OfficeExcelWordPowerPointProject ManagementProblem-SolvingDetail-OrientedAnalyticalPrioritizationInterpersonal

Required

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

Preferred

Intermediate skills in MS Office, especially Excel, Word, PowerPoint (Access a plus)
Project management experience highly desired
A demonstrated ability to establish priorities and meet goals
Ability to work evening hours and weekends as client situations dictate
Ability to partner closely and establish good working relationships with other business units
Highly detail oriented with strong analytical and problem-solving skills

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

Company

LPL Financial

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LPL Financial is an independent broker-dealer.

H1B Sponsorship

LPL Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (103)
2022 (108)
2021 (91)
2020 (42)

Funding

Current Stage
Public Company
Total Funding
unknown
2010-11-18IPO· nasdaq:LPLA

Leadership Team

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Bryson Pouw
Senior Vice President - Technology
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Chris Terhune
SVP of Technology Business Management Business
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Company data provided by crunchbase
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