Money Movement Operations Specialist
Job description
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:
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.
Skills mentioned
Kestra Holdings is dedicated to empowering independent financial professionals and their clients by providing them with the tools and support necessary to navigate the complexities of the wealth management landscape. Our customers, who are fiercely independent financial advisors, often face the challenge of accessing institutional-quality resources, technology, and a collaborative community while maintaining their autonomy. We address this by offering a comprehensive ecosystem of integrated wealth management platforms. This ecosystem is designed to provide a full, end-to-end suite of solutions, ensuring that financial professionals have everything they need to not only succeed but also to redefine the future of the advisory industry. Our commitment is to deliver superior service, cutting-edge technology, and preeminent resources that enable our partners to thrive in an ever-evolving market. At the core of our customer-centric approach is the understanding that the success of financial professionals is directly tied to the success of their clients. That's why we've built our platforms to support the entire lifecycle of their business, from streamlining daily operations with our AdvisorComplete technology to offering sophisticated investment solutions and succession planning. We foster a culture of independence and collaboration, where advisors can tap into a network of peers and have direct access to our leadership team. This collaborative environment, combined with our robust back-office support, allows advisors to focus on what they do best: providing exceptional service and guidance to their clients. By investing in our partners' growth and providing them with the leverage and scale of a large organization, we help them power financial independence for the investors they serve.
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