Onboarding Operations Specialist

Job description

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is 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. The Onboarding Operations Specialist reports to the Onboarding Supervisor. You will be a part of the team that is the introductory voice of Kestra Financial and the primary contact for all operational needs of our transitioning clients and their support staff. You will support the operational activities associated with the transition of a new advisor to our organization. What you’ll do: - Process New Accounts, incoming Transfers, direct rollovers, PIPs, SWPs, and special account features for transitioning firms - Answer questions regarding paperwork r...