Associate Analyst serving as a subject matter expert in mutual fund operations at LPL Financial. Focused on allocating work and ensuring SLAs are met with quality processes.
Responsibilities
Allocate work amongst processing teams to ensure daily, weekly, and monthly SLAs are attained
Review and evaluate processes, and monitor the quality of work as measured against accuracy, timeliness, and productivity standards
Communicate complex issues both in writing and verbally to management, internal/external vendors, and clients
Create and run reports to mitigate risk against future firm impact and improve efficiency for teams
Participate in various testing projects for new technology used by employees and advisors
Requirements
Bachelor's degree
1-2 years financial service experience
Extremely organized
Adaptive and flexible
Ability to multi-task in a fast-paced environment
Prior experience working with mutual fund preferred
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