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Operations Specialist

Company: Kestra Financial
Location: Austin
Posted on: May 14, 2022

Job Description:

Job DescriptionABOUT US:Kestra Investment Management is newly founded within Kestra Holdings which has been supporting financial advisor's for over 20 years. Kestra Investment Management represents a unique opportunity to help support and grow the firm's investment offerings. We aim to provide a broad suite of investment solutions and expertise our financial professionals can use to help their clients.SUMMARY:The Investment Management Operations Specialist role is within the newly founded Kestra Investment Management division of Kestra Holdings and reports to the Chief Compliance Officer/ Chief Operating Officer of Kestra Investment Management. As the Operations Specialist, you will be involved with the continued development of Kestra Investment Management's operational processes. You will work with a small team on data analysis and project management related to operational processes.RESPONSIBILITIES:

  • Implement new policies, procedures, controls.
  • Provide data analysis to support projects and regulatory inquiries.
  • Stay informed of updates to policies that relate to our business.
  • Ensure a full understanding of managed models before release to the field.
  • Form relationships with our top firms.
  • Provide customer service to advisors and their staff by phone.
  • Partner with service team members to guarantee a seamless and effortless client experience.
  • Participate in special projects according to requests or necessitated by current events.
  • Provide input for process improvement.SKILLS:
    • Strong written and oral communication.
    • Proficiency with Microsoft Word, Excel, Outlook, and PowerPointEDUCATION AND EXPERIENCE:
      • Undergraduate degree from a four-year accredited college or university, or equivalent experience
      • 3+ years of experience in operations.
      • Experience with investment management and advisory services.
      • Program management or project management experience.
      • Experience with EnvestnetCERTIFICATIONS:
        • FINRA Series 65 or ability to obtain within 90 days BENEFITSFull health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.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.Powered by JazzHRIbG0GtYWcF

Keywords: Kestra Financial, Austin , Operations Specialist, Other , Austin, Texas

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