Operations & Administrative 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 an Operations & Administrative Coordinator. The ideal candidate will generally be familiar with the financial services business and be adept at efficiently managing multiple tasks simultaneously, including supporting the management team in various capacities, manipulating and analyzing data within Excel spreadsheets, specific business consulting responsibilities, and vendor relationship management. The candidate will also work with our nationwide Financial Professional network, providing operational and service support. The ideal candidate will also need to be familiar 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, the individual must perform each essential duty satisfactorily.

Recruit pipeline and sales process management:

• SalesForce tracking and monitoring for the PWS recruiting pipeline.
• Recruit input and initial set-up in SalesForce with Business Development team.
• Proforma analysis and economic model development lead.
• Initiate and finalize Letter of Intent's (LOI) for offers made to recruits.
• Liaision to Finance/Revenue operations on all recruit-related projects and tracking logs.
  
  

Advisor's performance and assessment analytics:

• Monthly tracking of Revenue and Assets under Advisement.
• Back-end bonus calculation and payment oversight.
• Support to Advisors for Advisor Insights inquiries related to revenue and assets.
• Annual Budget forecasting analytics.
• Ad Hoc reporting for PWS executives' decision making and presentations.
  
  

Ongoing Support:

• L10 Metrics for advisor performance monitoring.
• New advisor compensation audit and tracking.
• New office opening and pre-break support.
• Back-up for vendor management problem resolution.
• Back-up for Site management.
  
  

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the 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 products.
• Strong organizational and multitasking abilities.
• Attention to detail is essential.
• Strong analytical skills and problem-solving skills.
• 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 25% of the time.
  
  

SUPERVISORY RESPONSIBILITIES: None

EDUCATION AND/OR EXPERIENCE:

• A high school diploma is required, and a bachelor's degree is preferred.
• Typically requires 2 years of related work experience.
• Microsoft Office experience is required.
  
  

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

• Ability to sit at a computer for long periods in an office environment with good lighting.
• Ability to lift up to 20 pounds.
• The position is located in the Austin, Texas office. Must be able to work in the office during scheduled work hours.
  
  

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.