Trust Specialist

Trust Specialist

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. This role is responsible for delivering exceptional customer service. This role will be a key contributor to LPL advisor satisfaction and PTC's ability to generate repeat business. The individual works directly with PTC's trust consulting team in connection with the processing and review of all new PTC accounts, including those of high-net-worth clients.

Responsibilities

• Handle a heavy volume of advisor inquiries and requests via phone or email and fulfill the needs of those requests with the highest standards of customer service.
• Educate LPL advisors regarding PTC processes, procedures, fees, and resources.
• Escalate more complex inquiries to the appropriate team member when necessary.
• Coordinate requests and documentation needs with financial advisors, clients, accountants, and attorneys.
• Assist in the submission and record keeping of new trust accounts submitted to PTC.
• Ensure all internal processes regarding trust account submission are documented and followed.
• Collaborate with the Middle Office during account openings.
• Focus on accuracy, organization, and detail.
• Participating in advisor meetings as needed.
• Preparation of special reports, spreadsheets, and correspondence, as needed.
• Reading and interpreting trust documents and other legal documents.

What Are We Looking For?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

Core Competencies

Preferences

Pay Range

$19.27-$32.12 / hour. Actual 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!

Company Overview

LPL Financial Holdings Inc. (Nasdaq : LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.