Operations Analyst

Description
Operation Specialists Job Description and Responsibilities May Include:
Processing - Responsible for processing receipt transactions that are Not in Good Order, processing journal request, and monitoring/handling the disbursement work queues to process various disbursement requests.
Divorce and Death Claim processing
Tax operations processing.
Processing ACAT, Non ACAT and/or Mutual Fund account transfers
Report Review- Reviewing reports that reconcile general ledgers and end of day balances
Supporting investment transaction accounting, position reconciliation for the purpose of accurate reporting
Daily processing of compensation sharing arrangements (or setups) for New Advisors and ongoing maintenance for current LPL Advisors
Expected to perform a set amount of tasks daily using several applications, following set procedures and guidelines
Additional tasks to match changing business needs
Qualifications:
An understanding of direct processing is preferred but not required
Very strong proficiency skills in Excel
Strong written & verbal communication skills with the ability to communicate effectively at multiple levels
Attention to detail, ability to analyze information and strong reporting skills
Must work well under stress in order to meet strict set deadlines
Must be organized and can work on multiple projects at a time
Knowledgeable of a wide range of financial investment vehicles including but not limited to Mutual Funds, Fixed Income Products, Options, Common Stocks and Variable Annuities preferred
Familiarity with Documentum, BETA, Visio, Adobe, Siebel preferred
We typically seek recent college graduates with a degree in Accounting, Finance, or a related field who are interested in building a long-term career in accounting, tax, or financial services. Successful candidates are detail-oriented, analytical, and eager to develop expertise in tax reporting and financial operations.
Skills
Operations analysis, Operation, Data analysis
Top Skills Details
Operations analysis,Operation
Experience Level
Intermediate Level
Job Type & Location
This is a Contract position based out of Tempe, AZ.
Pay and Benefits
The pay range for this position is $21.00 - $21.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Tempe,AZ.
Application Deadline
This position is anticipated to close on Jul 13, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.