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ADVISORY ACCOUNTING SPECIALIST
| Details |
Country: USA
Location: CA San Diego
Total applied: 27
Relevant Work Experience: 2+ to 5 Years
Career Level: Experienced (Non-Manager)
Education Level: Bachelor's Degree
Job Type: Employee
Job Status: Full Time
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ADVISORY ACCOUNTING SPECIALIST
ADVISORY ACCOUNTING SPECIALIST
LPL Financial Services, the nations #1 independent brokerage firm has grown rapidly due to our unparalleled Representatives and exceptional staff. We have the following opening for an energetic professional to join the Operations team in the San Diego office:
LPL has a full time position available in the Advisory Accounting Department. The ideal candidate will work in a team environment to assist in maintaining performance data within the internal accounting system (Portia.) Responsibilities include daily review and import of transaction data, reconciliation of data to the firm?s system of record, and monthly account valuation. Qualified candidate will be self-motivated, strong attention to detail, have excellent verbal communication skills and strong aptitude to learn new computer systems. Qualifications include 1-3 years of experience in the brokerage, banking, or financial services industry, PC knowledge, Access experience a plus. A college degree is preferred and NASD licensing (6, 7, 63, 65, 66) is a plus.
We offer an excellent salary and benefits package. Please submit resume and salary history/requirements via our careers site at: http://www.lpl.com/html/carset.html .
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