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HR Operations Coordinator

Manage and route HR legal mail securely and efficiently within the HR department
San Diego, California, United States
Entry Level
2 days ago
LPL Financial

LPL Financial

A leading retail investment advisory firm and independent broker-dealer in the United States, offering proprietary technology and comprehensive services.

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HR Mail And Document Specialist

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. We are seeking a detail-oriented and highly organized HR mail and document specialist to support critical administrative functions within our HR department. This role is ideal for someone early in their HR career who is ready to take ownership of key operational processes and contribute to a fast-paced, compliance-driven environment.

Responsibilities include:

  • Own the disbursement and tracking of HR and legal mail by electronically sorting scanned documents and routing them to appropriate internal contacts
  • Submit formal requests to partner teams for action on levies, liens, and garnishments
  • Ensure timely processing of IRS, federal, state, and local documents with strong attention to detail and time management
  • Partner with Imaging and Advisor Support teams to route advisor-related mail accurately and efficiently
  • Ensure secure document storage and timely shredding of mail after documents are scanned by the mail team

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 include:

  • Strong organizational and time management skills
  • High attention to detail and accuracy
  • Ability to handle highly sensitive information with discretion
  • Excellent communication and collaboration skills

Preferences include:

  • Prior experience in HR, legal or mail administrative support preferred but not required

Pay Range: $23.80-$39.66/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!

LPL Financial Holdings Inc. 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.

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HR Operations Coordinator
San Diego, California, United States
Human Resources
About LPL Financial
A leading retail investment advisory firm and independent broker-dealer in the United States, offering proprietary technology and comprehensive services.