Job Title

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals-including traditional and hybrid RIAs-to 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.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: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 immediatelyProcess Cashiering functions, including, but not limited to:Check disbursements and deposits, Wires, Journals, and EFTsTimely maintenance of AdvisorComplete and Salesforce queuesMonitor legal paperwork for securities depositedMonthly blotter reconciliationGenerate and review daily reportsCommunicate directly with advisors and staff to resolve problem issuesTake deposits to the bank, as neededWork on various projects from managementOther responsibilities as assigned.Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork.What You Bring: High School Graduate required 1+ year industry related experience preferred Individual must be able to pass a basic math and written communication testMust be able to perform duties accurately and in a timely mannerMust exhibit acute attention to detail with strong organizational and problem-solving skillsMust routinely exercise sound business judgment and be able to work with minimal assistanceMust have ability to multi-task and should have the ability to work under pressureMust have basic computer skills (Outlook, Word, Excel)Typing with accuracy (45+ wpm) and 10-key skills are essentialExcellent verbal and written communication skills are requiredMay be required to work overtime as necessaryInternal 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 packageWork in a supportive, collaborative environment committed to professional excellenceHelp clients navigate meaningful financial decisions with confidenceOpportunities for training, development, and long-term growth within the firmTuition reimbursement for qualified expensesKestra 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. Explore Life at KestraKestra Holdings Website: Portal: TodayLead with purpose. Apply now and help shape the future of Kestra.DisclosureBy 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.