Trust Operations Analyst

Trust Operations Analyst

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. This role blends operational execution with fiduciary oversight responsibilities, ensuring both the accuracy of trust transactions and compliance with regulatory standards. The ideal candidate thrives in a fast-paced environment, is eager to learn, and is committed to maintaining high standards of quality and integrity.

Responsibilities :

• Remote deposit of incoming checks
• Printing checks
• Posting disbursements and deposits in the trust accounting system and clientworks advisor technology platform
• Setting up recurring / scheduled events
• Processing instructions and workflows received in the trust operations group mailbox
• Payment method updates
• Reviewing and maintaining various job aids associated with the above tasks

Other Duties :

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements :

Preferences :

Pay Range : $20.16-$33.59 / hour. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

LPL Financial Holdings Inc. was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial : Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Join the LPL team and help us make a difference by turning life's aspirations into financial realities.