Analyst, Mutual Funds Operations
LPL Financial(18 days ago)
About this role
The role is centered on processing trade corrections, settlements, and reconciliation for a financial services firm. It involves analyzing reports, managing daily operational tasks, ensuring regulatory compliance, and leveraging technology to improve processes. The position supports project execution and operational support within the financial industry.
Required Skills
- Excel
- SQL
- VBS
- Reporting
- Reconciliation
- Data Analysis
- Regulatory Compliance
- Trade Corrections
- Process Automation
- Project Management
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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