Project Coordinator

ABOUT US:

Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.

Kestra Private Wealth Services, an independent, wholly owned RIA subsidiary of Kestra Financial, seeks a Project Coordinator. The ideal candidate will have working familiarity with the financial services business generally and be adept at efficiently managing multiple tasks simultaneously including supporting management team in various capacities, vendor management, coordinating new office set up which includes furniture, signage, equipment, utilities, and technology. Candidate will also work with our nationwide Financial Professional network providing operational and service support, as needed. The ideal candidate will also need to have a working familiarity with technology, hardware, and software, and be able to assist with troubleshooting and implementation, as needed.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily:

New Office Setup:

• Initiate vendor setup and establish and maintain vendor relationships, taking responsibility for their integration and management.
• Manage vendor billing during the initial 2-month setup period and transition the responsibilities to Accounts Payable once the setup phase is completed.
• Handle ordering of office furniture, coordinate shipping logistics, and manage onsite setup.
• Administer technology inventory: order, track, and schedule installations.
  
  

Recruit Transition:

• Assist in monitoring the onboarding process for new recruits to guarantee seamless integration into KPWS.
• Support the PWS transition consultant with a variety of task including meeting coordination and SME recruit mapping.
• Assist in pipeline tracking and recruit management within Salesforce.
  
  

Ongoing Support:

• Assist with billing processes for off-platform assets.
• Manage technology inventory, including ordering and scheduling refreshes.
• Provide continuous site management support for existing offices and address any escalations.
• Assist in tracking lease renewals and office refresh schedules.
  
  

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, individual should have the following skills and abilities.

• Independent, self-starter who is goal oriented, completes projects on time, and is accountable for high quality work product.
• Strong organizational and multitasking abilities.
• Attention to detail is essential.
• Strong analytical skills and problem-solving skills.
• Strong organizational skills and ability to prioritize tasks.
• Tech savvy
• Ability to interact professionally in person, as well as on the phone.
• Multi-task and adjust to changing priorities in a fast-paced environment.
• Work well with others in a small, elite team atmosphere.
• Deliver outcomes at the highest professional standards.
• Understanding of the independent financial advisor industry is a plus.
• Travel up to 50% of the time.
  
  

SUPERVISORY RESPONSIBILITIES: None

EDUCATION AND/OR EXPERIENCE:

• High school diploma required; Bachelor’s preferred.
• Typically requires 2 years of related work experience.
• Microsoft Office experience required.
  
  

PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to sit at a computer for long periods of time in office environment well lit.
• Ability to lift up to 20 pounds.
• Position is located in Austin, TX office. Must be able to work in the office during scheduled work hours.
  
  

OTHER DUTIES:

Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

INTERNAL APPLICANT POLICY:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).

DISCLOSURE

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
  
  

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.