Financial Operations & Client Experience Specialist

Kestra Holdings; Herndon (VA); Hybrid; USD 52,000 - 70,000; Full time

Benefits offered by this job

401(k) with Matching

Company paid health insurance

Hybrid work opportunities

Generous PTO

Job summary

Hughes Financial Services LLC seeks an organized operations assistant to support leadership and ensure a seamless client experience. The role focuses on handling administrative duties, billing, and improving workflows while coordinating with custodians and vendors.

Responsibilities include Salesforce administration, vendor relations, and light marketing support, with opportunities for growth into senior operational leadership within the firm. Hybrid work is available in Herndon, VA.

Qualifications

• Bachelor's degree preferred.
• Strong organizational and communication skills.
• Experience supporting operations is a plus.

Responsibilities

• Provide operational and executive support to leadership, assisting with daily management priorities and follow-through.
• Coordinate billing and accounts payable processes, assist with vendor relationships, and help resolve operational issues.
• Work to improve internal workflows, Salesforce administration, and the client experience across the firm’s processes.
• Assist with operational preparation for surge review seasons and provide light marketing and project coordination support.
• Assist the operations team with client account administration and maintenance requests.

Education

Bachelor's degree

Tools

Salesforce

Job description

Hughes Financial Services LLC seeks an organized operations assistant to support leadership and ensure a seamless client experience. The role focuses on handling administrative duties, billing, and improving workflows while coordinating with custodians and vendors.

Responsibilities include Salesforce administration, vendor relations, and light marketing support, with opportunities for growth into senior operational leadership within the firm. Hybrid work is available in Herndon, VA.