Role OverviewJoin Kestra Financial's Cashiering Team to manage firm and client risk, process client requests, and ensure compliance with regulatory rules and company policies.
What You Will Do
Process cashiering functions, identify exceptions, communicate with advisors and staff, and work on various projects.
Why It Might Be a Fit
The ideal candidate is collaborative, detail-oriented, and loves working with numbers, with opportunities for training, development, and long-term growth within the firm.
Requirements
- 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
Benefits
- Competitive pay and benefits with a large employer
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Tuition reimbursement for qualified expenses
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