Note: The job is a remote job and is open to candidates in USA. LPL Financial is a leading independent broker-dealer that supports financial advisors in achieving their clients' financial goals. The Repapering Partner will work with Regional Transition Partners to facilitate the transition of advisors' practices to LPL by managing the necessary paperwork and ensuring a smooth process.
Responsibilities
- Repapering Support – Provide repapering support to aid new advisors in moving their book of business to LPL Financial. Repapering support will be provided virtually and will include opening accounts, cash management and transfer paperwork
- SmartSheet Tracking – Leverage this tool to communicate back and forth with advisors on items that are complete, in process and/or Not In Good Order
Skills
- Experience with Outlook, Word, Excel
- Strong attention to detail
- Proactive, critical thinker who can work with little direction once given a project
- Multi-tasker in a fast paced environment
- Ability to work as part of a team and completely independent
- Experience supporting advisors in various lines of business (wirehouse, regional, independent, RIA, institutions and retirement plans) a plus
- Experience with SmartSheet and BOX a plus
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- And more
Company Overview
- LPL Financial provides investment solutions and tools for independent financial advisors. It was founded in 1968, and is headquartered in Boston, Massachusetts, USA, with a workforce of 5001-10000 employees. Its website is https://www.lpl.com.