Brokerage Operations Specialist

Kestra Financial, Inc.; Tempe (AZ); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

401(k) and health insurance

Professional development

Tuition reimbursement

Supportive team environment

Job summary

Kestra Financial, Inc. is seeking a dynamic and motivated data entry Fee Billing Specialist to join our Fee Billing team. You will process client account and advisor fees with attention to accuracy and timeliness, supporting the advisor network across Kestra’s platform.

The role emphasizes service mindset, detail orientation, and collaboration within a team focused on powering financial independence. Opportunities for training and growth are available.

Qualifications

• 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.
• Strong organizational skills, problem solving skills, and excellent communication skills, both verbal and written.

Responsibilities

• 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

Skills

Lead by example

Sound business judgment

Attention to detail

Organizational skills

Problem solving

Communication skills

Outlook

Word

Excel

PowerPoint

Salesforce

Tools

Outlook

Word

Excel

PowerPoint

Salesforce

NFS Clearing OS

Reports knowledge

Job description

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Kestra Financial is a wealth management platform 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 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

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.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Disclosure

• 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.