Job Overview :

The Repapering Partner in Business Transitions works with Regional Transition Partners and Transition Support Partners on projects that support recruits who are transitioning their practice to LPL Financial.

The Repapering Partner’s core responsibilities will be to create the New Account, Transfer (ACAT), and Move Money paperwork required to move the advisors business from their old broker dealer to LPL.

The Repapering Partner will display a thorough understanding of how all paperwork is completed and their dependency on one another to move an entire book of business.

The Repapering Partner is a subject matter expert on the art of repapering and must demonstrate a high level of LPL technical knowledge, attention to detail, and exceptional communication skills.

We want high-energy, quick learners who have a bias for action. We are looking for people who thrive in a fast-paced environment and are able to execute in a way that encourages strong collaboration and continuous improvement.

Responsibilities :

Repapering Support Provide repapering support to aid new advisors in moving their book of business to LPL Financial. Repapering support will be provided virtually and will include opening accounts, cash management and transfer paperwork.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience . We are looking for people who thrive in a fast-paced environment , are client-focused , team oriented , and are able to execute in a way that encourages creativity and continuous improvement .

Requirements :

Experience with Outlook, Word, Excel

Core Competencies :

Strong attention to detail

Proactive, critical thinker who can work with little direction once given a project

Multi-tasker in a fast paced environment

Ability to work as part of a team and completely independent

Preferences :

New hires will be trained on all repapering functions to be set up for success, however, 1-2 years of experience in New Accounts or Operations a plus

Experience supporting advisors in various lines of business (wirehouse, regional, independent, RIA, institutions and retirement plans) a plus

Pay Range :

$18.23-$27.35 / hourActual 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!

Last updated : 2024-06-25