Operations Specialist II - Money Movement

Kestra PWS; Tempe (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

Health insurance

Growth opportunities

Job summary

Kestra Financial in Tempe, AZ, is seeking an Operations Specialist II to join the Cashiering team supporting money movement, deposits, and disbursements.

You will ensure regulatory compliance, accuracy in processing transactions, and timely reporting, while collaborating with advisors and staff. Strong math, attention to detail, and excellent communication are essential for success. Internal applicants and growth opportunities are highlighted in this role.

Qualifications

• High School Graduate required.
• College degree strongly preferred.
• 5+ years equivalent industry related experience strongly preferred.
• Must pass a basic math and written communication test.
• Must be able to perform duties accurately and in a timely manner.
• Must exhibit acute attention to detail with strong organizational and problem-solving skills.
• Must routinely exercise sound business judgment and be able to work with minimal assistance.
• Must have basic computer skills (Outlook, Word, Excel).
• Typing with accuracy (45+ wpm) and 10-key skills are essential.
• Excellent verbal and written communication skills are required.

Responsibilities

• Comply with regulatory rules, procedures and policies.
• Identify exceptions/anomalies and escalate as needed.
• Process cashiering functions including cash handling, disbursements and deposits.
• Handle wires, journals, and EFTs.
• Maintain AdvisorComplete and Salesforce queues.
• Perform monthly blotter reconciliation and generate daily reports.
• Communicate with advisors and staff to resolve issues.
• Take deposits to the bank as needed.
• Contribute to various management projects.
• Demonstrate professionalism, accountability, customer focus and teamwork.

Skills

Attention to detail

Math proficiency

Communication skills

Time management

Multi-tasking

Microsoft Office

Typing 45+ wpm

10-key skills

Education

High School Diploma

College degree

Tools

Outlook

Word

Excel

Job description

Operations Specialist II - Money Movement

Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America

Job Description

Posted Tuesday, July 21, 2026 at 8:00 AM

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 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 Management’s attention immediately.
• Process Cashiering functions, including, but not limited to:
• Handling complex transaction and review large amounts of cash handling.
• Check disbursements and deposits, Wires, Journals, and EFTs.
• Timely maintenance of AdvisorComplete and Salesforce queues.
• 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:

• High School Graduate required.
• College degree strongly preferred.
• 5+ years equivalent industry related experience strongly preferred.
• Individual must be able to pass a basic math and written communication test.
• Must be able to perform duties accurately and in a timely manner.
• Must exhibit acute attention to detail with strong organizational and problem-solving skills.
• Must routinely exercise sound business judgment and be able to work with minimal assistance.
• Must have ability to multi-task and should have the ability to work under pressure.
• Must have basic computer skills (Outlook, Word, Excel).
• Typing with accuracy (45+ wpm) and 10-key skills are essential.
• Excellent verbal and written communication skills are required.
• May be required to work overtime as necessary.

Licenses, Registration

• Sie. Series 7 preferred.

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.

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.

Lead with purpose. Apply now and help shape the future of Kestra.

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.