Operations Associate, Financial Services Growth
grp financial servicesCarlsbad, CA
Operations Associate, Financial Services Growth
L4
grp financial servicesCarlsbad, CA16 days ago
Occupations
Financial Clerks, All OtherBusiness Operations Specialists, All OtherPersonal Financial AdvisorsIndustries
Portfolio Management and Investment AdviceAdministrative Management and General Management Consulting ServicesMiscellaneous Financial Investment ActivitiesGlobal Retirement Partners, LLC is seeking an entry- to mid-level operations specialist reporting to the Director of B/D Operations. The role supports new advisor onboarding, repapering, and ensures accurate processing across LPL Clientworks.
Ideal candidates have a Bachelor's degree or equivalent, strong MS Excel and Office skills, excellent communication, and the ability to work independently in a deadline-driven environment; travel up to 25% is required.
Apply now
Level
MidL4
Location
Carlsbad, CA
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
16 days ago
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