Role OverviewThe Sr. Onboarding Operations Specialist plays a critical role in supporting new advisor firms as they transition into the Kestra Financial ecosystem. This hybrid role combines significant travel (approximately 65%) to deliver high-touch, in-person onboarding and training experience, along with back-office operational processing (35%).
What You Will Do
On-Site Advisor Support & Training (65%): Travel to advisor offices to deliver hands-on operational training and ongoing support. Process new accounts, incoming transfers, direct rollovers, and set up key account features. Troubleshoot operational issues and provide real-time solutions.
Why It Might Be a Fit
The specialist will also collaborate with internal teams to improve onboarding processes and contribute to best practices within the firm. Proficiency in MS Office, strong attention to detail, organizational skills, and excellent interpersonal and communication skills are required.
Requirements
- Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
- Strong attention to detail, organizational skills, and the ability to manage multiple tasks
- Excellent interpersonal and communication skills, both written and verbal
- Ability to work independently in the field with minimal supervision
- High school diploma or equivalent required; college degree in a related field preferred
- Minimum of 2 years of experience in financial services or client onboarding roles
Benefits
- Competitive pay and benefits with a large employer
- 401(k), health insurance, and a competitive benefits package
- Tuition reimbursement for qualified expenses
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