Brokerage Operations Specialist
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Key details
- Location
- Tempe, AZ, United States
- Work style
- Onsite
- Function
- Operations & Strategy
- Focus area
- other
- Posted
- 3w ago
Skills
data entryexcelmicrosoft wordoutlooksalesforce
About the role
Lead with Purpose. Partner with Impact
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.
What You’ll Do:
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 teamwor
What You Bring
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 Report 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
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.
What You’ll Do:
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 teamwor
What You Bring
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 Report 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