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Alternative Investment Specialist

LPL Financial-San Diego, CA

Responsible for processing alternative investment purchases, 3040 transactions, 1031 exchanges, and the reconciliation of custodial accounts, records management, issue resolution and quality assurance. - Process Alternative Investment purchase and liquidation requests from advisors. - Reconcile LPL/BETA Alternative Investment positions versus sponsor records. - Communicate with advisors, product sponsors, and LPL departments in the course of processing department work. - Problem solve situations as they occur. - Minimum Education Required: High school diploma or equivalent, but college degr...
 

Investment Services Specialist Jobs in San Diego, California Jobs

Alternative Investment Specialist
LPL Financial | San Diego, CA | 0-3
Responsible for processing alternative investment purchases, 3040 transactions, 1031 exchanges, and the reconciliation of custodial accounts, records management, issue resolution and quality assurance. - Process Alternative Investment purchase and liquidation requests from advisors. - Reconcile LPL/BETA Alternative Investment positions versus sponsor records. - Communicate with advisors, product sponsors, and LPL departments in the course of processing department work. - Problem solve situations as they occur. - Minimum Education Required: High school diploma or equivalent, but college degr...

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