Money Movement Operations Specialist

kestra holdingsTempe, AZ

yesterday

Occupations

Financial Clerks, All Other Bookkeeping, Accounting, and Auditing Clerks Tellers

Industries

Portfolio Management and Investment Advice Miscellaneous Financial Investment Activities Trust, Fiduciary, and Custody Activities

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About the role

Cashiering Team Position at Kestra Financial Kestra Financial is a wealth management platform dedicated to empowering independent financial professionalsincluding traditional and hybrid RIAsto grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients. 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 EFTsTimely maintenance of Advisor
Complete 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:

Ability to successfully pass basic math and written communication assessments.
Demonstrated ability to perform assigned duties accurately, efficiently, and within established timelines. Strong attention to detail with excellent organizational, analytical, and problem-solving skills.
Capable of exercising sound business judgment and working independently with minimal supervision.
Proven ability to effectively manage multiple priorities and perform well in a fast-paced, deadline-driven environment.
Proficiency in Microsoft Office applications, including Outlook, Word, and Excel. Accurate typing skills of 45+ words per minute (WPM) and proficiency in 10-key data entry.
Excellent verbal and written communication skills with the ability to interact professionally with internal and external stakeholders.
Flexible to work additional hours or overtime as business needs require.
Internal Application 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 to support you:
Competitive pay and benefits with a large employer (over 1600 employees nationwide)401(k), health insurance, and a competitive benefits package
Work in a supportive, collaborative environment committed to professional excellence
Help clients navigate meaningful financial decisions with confidence
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
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.

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JOB OVERVIEW

Experience level

Mid

Location

Tempe, AZ

Occupation

Financial Clerks, All Other

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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