Operations Associate, Financial Services Growth

Posted 17 days ago

grp financial servicesCarlsbad (CA)

Financial Clerks, All Other Portfolio Management and Investment Advice

SENIORITY

Mid

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About the role

Global 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.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.