Brokerage Operations Specialist

ABOUT US:
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.


SUMMARY:

Kestra Financial is seeking a dynamic and motivated data entry Fee Billing Specialist to join our Fee Billing team. In this role, you will be responsible for processing client account and advisor fees. The ideal candidate is detail oriented, has a service mindset, and is eager to contribute to our mission of Powering Financial Independence by having a serve, make it happen, and one team mentality.
ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily.
• Comply with all regulatory rules, written desktop procedures and company policies
• Ensure accurate and timely advisory and client account fees billed in client accounts
• Ensure accurate and timely fee processing to advisors
• Assist with training on the fee billing processes
• Answer questions and process requests as called into the team or sent into the team’s Salesforce queue
• Ability to work extra hours during peak processing times (typically includes January, April, July and October fee billing months).
• Other duties as assigned
• Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
KNOWLEDGE, SKILLS, AND/OR ABILITIES:

• Must be able to lead by example
• Must routinely exercise sound business judgment
• Must have basic computer skills including Outlook, Word, Excel, and Power Point
• Knowledge of the NFS Clearing Operating Platforms within 60 days of hire is essential
• Knowledge of Revport within 60 days of hire is essential
• Must have acute attention to detail
• Individual must also possess strong organizational skills, problem solving skills, and excellent communication skills, both verbal and written


SUPERVISORY RESPONSIBILITIES:
None
EDUCATION AND/OR EXPERIENCE:
• High School Graduate required
• College degree or some college preferred
• Industry related experience preferred

CERTIFICATES, LICENSES, REGISTRATION:
None required
PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Ability to sit at a computer for long periods of time
• Ability to lift and carry boxes and packages

WORKING CONDITIONS: Climate controlled office environment.


INTERNAL APPLICANT POLICY:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.


KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.