Operations Specialist II - Money Movement

What You’ll Do

• 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 transactions and reviewing large amounts of cash handling.
• Checking disbursements and deposits, wires, journals, and EFTs.
• Timely maintenance of Advisors.
• Completing and Salesforce queues.
• Monitoring legal paperwork for securities deposited.
• Monthly blotter reconciliation.
• Generating and reviewing daily reports.
• Communicating directly with advisors and staff to resolve problem issues.
• Taking deposits to the bank, as needed.
• Working on various projects from management.

What You Bring

• A High School Graduate with a College Degree preferred.
• At least 5+ years of equivalent industry-related experience preferred.
• Ability to pass a basic math and written communication test.
• Able to perform duties accurately and in a timely manner.
• Exhibits acute attention to detail with strong organizational and problem-solving skills.
• Routinely exercises sound business judgment and works under pressure.
• Able to multi-task and work under pressure.
• Basic computer skills (Outlook, Word, Excel).
• Typing with accuracy (45+ wpm) and 10-key skills are essential.
• Excellent verbal and written communication skills.

Commitment to Culture

• Demonstrate professionalism, accountability, customer/client focus, and teamwork.

Benefits

• 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.
• Tuition reimbursement for qualified expenses.

Kestra Values

• Serve.
• Make it happen.
• One team.