Operations Analyst

Skills

Operations analysis, Operation, Data analysis

We typically seek recent college graduates with a degree in Accounting, Finance, or a related field who are interested in building a long-term career in accounting, tax, or financial services. Successful candidates are detail-oriented, analytical, and eager to develop expertise in tax reporting and financial operations.

Description

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

Additional tasks to match changing business needs

Qualifications:

An understanding of direct processing is preferred but not required

Very strong proficiency skills in Excel

Strong written & verbal communication skills with the ability to communicate effectively at multiple levels

Attention to detail, ability to analyze information and strong reporting skills

Must work well under stress in order to meet strict set deadlines

Must be organized and can work on multiple projects at a time

Knowledgeable of a wide range of financial investment vehicles including but not limited to Mutual Funds, Fixed Income Products, Options, Common Stocks and Variable Annuities preferred

Familiarity with Documentum, BETA, Visio, Adobe, Siebel preferred

Additional Skills & Qualifications

They typically seek recent college graduates with a degree in Accounting, Finance, or a related field who are interested in building a long-term career in accounting, tax, or financial services. Successful candidates are detail-oriented, analytical, and eager to develop expertise in tax reporting and financial operations.

Job Type & Location

This is a Contract position based out of Tempe, AZ.

The pay range for this position is $21.00 - $23.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Tempe,AZ.

This position is anticipated to close on Oct 16, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

Job Summary