Money Movement Operations Specialist

Kestra Financial, Inc.; Tempe (AZ); On-site; USD 42,000 - 54,000; Full time

Job summary

Kestra Financial, Inc. seeks an energetic, detail-oriented Cashiering team member in Tempe, AZ to process disbursements, deposits, wires, journals and EFTs accurately while complying with regulatory rules.

You’ll collaborate with advisors and staff, maintain queues, monitor paperwork, and support daily reconciliations, with a focus on reliability, speed, and teamwork.

Qualifications

• Must pass basic math and written communication assessments.
• Demonstrated accuracy and timeliness in duties with strong attention to detail.
• Able to work independently with minimal supervision and manage priorities.

Responsibilities

• Comply with regulatory rules and company policies.
• Process cashiering functions including check disbursements, deposits, wires, journals and EFTs.
• Maintain AdvisorComplete and Salesforce queues in a timely manner.
• Monitor paperwork for securities deposits and perform monthly reconciliations.
• Generate and review daily reports and communicate with advisors to resolve issues.
• Assist with bank deposits and participate in management projects as needed.

Skills

Basic math

Attention to detail

Time management

Communication skills

Typing 45 WPM

Microsoft Office

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.