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Operations Specialist

Yoh
hybridUSD 21 - 23 / hour
Fort Mill, SC

About this role

Operations Specialist

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

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