LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.
Independent Broker/Dealer • Institution Services • RIA • Independent Advisors • Custom Clearing Services
February 14
🤠 Texas – Remote
💵 $26 - $44 / hour
⏰ Full Time
🟡 Mid-level
🟠 Senior
🛠️ Implementation Specialist
🦅 H1B Visa Sponsor
LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.
Independent Broker/Dealer • Institution Services • RIA • Independent Advisors • Custom Clearing Services
• Manage onboarding and implementation for new subscribers, providing exceptional customer service to all • Complete set-up in all relevant LPL and partner systems, ensuring accuracy and completeness • Review and audit all data for any errors, seeking resolution with clients or partners as needed • Maintaining payroll information by collating, calculating and entering data • Responsible for accurately processing and recording employee time and payroll data to ensure timely payment is made • Resolving payroll discrepancies and answering any advisor payroll queries • Research requests for payroll information and respond in a timely manner • Manage a portfolio of clients with various levels of complexity
• Knowledge of and familiarity using different types of payroll software • A strong understanding of all aspects of payroll, payroll taxes, garnishments, benefits distribution, including taxability of earnings and deductions • 5+ years payroll processing experience • Excellent attention to detail • Ability to maintain strict confidentiality of all payroll-related information • Strong time-management skills and solution oriented • Demonstrated professional demeanor • The ability to take full ownership of client deadlines and needs • Certified Payroll Professional or Fundamental Payroll Certification required
• 401K matching • health benefits • employee stock options • paid time off • volunteer time off
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