Operations Specialist - Money Movement
Lead with Purpose. Partner with Impact.
Kestra Financial is seeking an energetic, financially curious, and detailed oriented candidate to join our Cashiering Team. The Cashiering Team is an integral department in managing firm and client risk, while ensuring client requests to disburse and deposit funds are processed quickly and accurately. The ideal candidate is collaborative, detailed oriented, loves working with numbers and is eager to learn how to Power Financial Independence by having a serve, make it happen, and one team mentality.
What You’ll Do:
In addition to complying with all regulatory rules, written desktop procedures and company policies and communicating effectively with the Kestra Financial Professionals and with internal staff, key responsibilities include:
Comply with all regulatory rules, written desktop procedures and company policies.
Identify exceptions/anomalies around activities and functions processed within Cashiering and bring to Anti-money Laundering and Managements' attention immediately
Process Cashiering functions, including, but not limited to:
Check disbursements and deposits, Wires, Journals, and EFTs
Timely maintenance of AdvisorComplete and Salesforce queues
Monitor legal paperwork for securities deposited
Monthly blotter reconciliation
Generate and review daily reports
Communicate directly with advisors and staff to resolve problem issues
Take deposits to the bank, as needed
Work on various projects from management
Other responsibilities as assigned.
Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork.
What You Bring:
High School Graduate required
College degree strongly preferred
1+ years equivalent industry related experience strongly preferred
Individual must be able to pass a basic math and written communication test
Must be able to perform duties accurately and in a timely manner
Must exhibit acute attention to detail with strong organizational and problem-solving skills
Must routinely exercise sound business judgment and be able to work with minimal assistance
Must have ability to multi-task and should have the ability to work under pressure
Must have basic computer skills (Outlook, Word, Excel)
Typing with accuracy (45+ wpm) and 10-key skills are essential
Excellent verbal and written communication skills are required
May be required to work overtime as necessary