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Compensation Support Specialist

Kestra Holdings · Austin, Texas, US

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow th...

Job description

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. As the Compensation Support Specialist, you will report to the Supervisor, Producer Compensation and will be responsible for providing compensation service and support to Kestra Financial Professionals. What you’ll Do: - Comply with all regulatory rules, written desktop procedures and company policies. - Communicate effectively with internal staff. - Research compensation issues, process corrections and provide resolution. - Respond to email inquiries from producers and document them in Footprints. - Coordinate with our Accounting department to process commission advances and charge backs. - Train and assist producers on compensation, prod...