About this role
Analyst, Account Transfers at LPL Financial. Location: Fort Mill or Charlotte or Tempe. Role: reconciling accounts, managing risk, analyzing exceptions Requirements: 3+ years in brokerage operations (account transfers/ACATs), strong analytical, reconciliation and reporting skills, project management, and effective written/verbal communication; familiarity with Lean principles preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Alteryx, Microsoft Excel, Microsoft Access, ACAT, BetaNXT, FISPhase3, Broadridge Certifications: sie, series 7 Commitment: Full Time Workplace: Onsite Languages: English