Senior Retirement Operations & Training Specialist
LPL Financial
LPL Financial is seeking a Cash Management Retirement Senior Operations Specialist to handle complex escalations in the movement of assets and securities within Retirement accounts, making decisions while balancing risk and aligning with IRS rules. The role trains new associates to process move money requests accurately, analyzes processing queues, and works with advisors and internal partners to improve procedures and efficiency. A solid understanding of IRS regulations is essential. #J-18808-Ljbffr LPL Financial
Vacancy posted 3 days ago
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