LPL Financial
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
Lead Bookkeeper
February 28
🏄 California – Remote
💵 $24 - $40 / hour
⏰ Full Time
🟠 Senior
🧑🏫 Bookkeeping and Clerks
🦅 H1B Visa Sponsor
LPL Financial
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
📋 Description
• Manage month-end close process for multiple financial advisors • Develop and maintain strong business relationships • Review and analyze financial statements • Collaborate with management and establish priorities • Help develop team members • Supervise offshore labor staff and provide feedback
🎯 Requirements
• 7+ years of bookkeeping experience • Strong understanding of QuickBooks Online • Understanding of financial statements and general ledger accounting • Basic bookkeeping principles and month end close procedures • Ability to present complex accounting information • Time-management skills and solution oriented • Excellent written and oral communication skills
🏖️ Benefits
• 401K matching • health benefits • employee stock options • paid time off • volunteer time off • and more
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