Advisor Operations Specialist: Master Managed Accounts
Kestra Financial
Kestra Financial is a wealth management platform empowering independent financial professionals to grow their businesses and deliver exceptional client service. The Advisory Operations Specialists team handles managed accounts and AdvisorEnterprise, serving as the primary contact for operational needs and ensuring top‑notch customer service. You will build relationships with leading firms, support advisor success, and become an expert on our advisory platforms while coordinating with Envestnet #J-18808-Ljbffr Kestra Financial
- Kestra Financial is seeking an Advisory Operations Specialist to support managed accounts and our AdvisorEnterprise platform. You will serve as the primary operational contact, handling advisor inquiries by phone and email, while ensuring policy compliance and accurate...Accounts
- ...company seeking an entry-level Financial Operations Associate to join their finance team on... ...to build a strong foundation in accounts payable, accounts receivable, reconciliations... ...financial reports and summaries for management Monitor and resolve discrepancies in...AccountsFull timeRemote workHome officeFlexible hours
- ...day handling of various financial operations activities including but not... ...distribution, RIA database oversight and management, Government Savings billings, Managed accounts, Newport Insurance tasks, Subta... ...questions and ensure a positive advisor payment experience. Ability...AccountsSecond jobLocal areaRemote work
$65k - $80k
...exclusive features. Austin Wealth Management is an independent financial... ..., education, systems, accountability, and adaptation. We value clarity... ...time role for an Investment Operations Associate located in Austin,... ...firms Support financial advisors in their use of the portfolio...AccountsFull time- ...personalization, commitment to our members, accountability , and ownership. POSITION SUMMARY: TITLE : Operations Specialist DEPARTMENT : Operations Department FLSA STATUS... ...to budget administration, cash and credit management, and accounting Monitor all financial...AccountsWork at office
$45k - $60k
...Financial Operations Specialist Location: Leander, TX (Hybrid – 4 Days In‑Office... ...processes, including accounts payable, accounts receivable... ...assistance, and telecom tax data management. This role bridges finance... ...with filing Maintain a master calendar of all tax filing...AccountsFull timeWork at officeRemote workShift work- ...energy is consumed and managed. By offering anytime,... ...automating crucial business operations. Of course, this... ...highly driven Technical Advisor to join our team.... ...primarily collaborate with Account Directors and... ...Geophysics) Degree required Masters preferred Required Skills...AccountsWork at office
$75k - $85k
Wealth Management Operations Specialist Location: Austin, TX Employment Type: Full-Time Position Summary Oxbow Advisors is seeking a detail-oriented Wealth Management Operations Specialist... .... This role is responsible for account administration, operational reporting...AccountsFull timeWork at office- ...Job Description Texas Sports Academy is seeking an IT Operations Specialist based in Austin to manage the full lifecycle of our MacBook Neo fleet. In this... ...stack, applying MDM profiles, configuring user accounts, and enforcing security settings before any device is...AccountsLive in
$20 per hour
...highest standard. We are hiring a Junior IT Operations Specialist based in Austin to support our IT Operations Manager with the daily work that keeps our device... ...stack, applying MDM profiles, configuring user accounts, and enforcing security settings before devices...AccountsFull timeWork experience placementLive in- ...Financial is a wealth management platform dedicated to... ..., and support. Our advisor‑focused culture is built... .... The Advisory Operations Specialists are the primary contact... ...needs regarding managed accounts, including our... ...deposits and withdrawals. Master the internal systems...AccountsWork at office
$87k - $113k
...Logitech Benefits Operations Specialist Logitech is hiring a Benefits Operations Specialist to manage the operations and administration of benefits programs for the US. Benefits... ...and Roth 401(k) Plans, Flexible Spending Accounts, Employee Share Purchase Plan (ESPP), Basic...AccountsLocal areaImmediate startFlexible hours- ..., and leadership teams. Logitech is hiring a Benefits Operations Specialist to manage the operations and administration of benefits programs for... ..., Traditional and Roth 401(k) Plans, Flexible Spending Accounts, Employee Share Purchase Plan (ESPP), Basic and Additional...AccountsLocal areaImmediate startRemote workWork from homeFlexible hours
$92k - $126.5k
...benefits. Customer Business Operations Specialist IIIJob Function: Sales... ...support strategic customer accounts across North America and Europe... ...closely with Sales, Business Management, WWOPS, Finance, Order... ...prompts to speak to an HR Advisor. This contact is for accommodation...AccountsFull timeContract work- ...monitor transactions, investigate flagged accounts and suspected fraud or account takeover,... ...Risk, Compliance, or Tech as needed Manage a high volume of cases accurately and within... ...and support the broader post-approval operations casework, including HELOC closing and recording...Accounts
- Sr. Onboarding Operations Specialist III Encino Building #2, 5707 Southwest... ...Kestra Financial is a wealth management platform dedicated to... ...efficiency, and support. Our advisor-focused culture is built on... ...Financial, we don’t just process accounts; we help financial advisors...AccountsWork at office
- ...Financial is a wealth management platform dedicated to... ...related to client account setup, maintenance, and... ...exceptional service to advisors and their staff... ...assistants on complex operational procedures and AdvisorComplete... ...Client Service Specialists and Associates, sharing...AccountsWork at office
$25 - $35 per hour
...Austin, TX looking for a Liquidation Operations Support Specialist who is detail-oriented, analytical,... ...assist with data analysis, records management, and stakeholder communication while... ...union records and reconcile member accounts, investments, and bank accounts Assist...AccountsLong term contractContract workWork at office- ...Seeking an experienced **AI Automation & Operations Specialist** to design, build, test, and maintain business workflow automations for... ...compensation** based on the scope of work, number of client accounts managed, and overall performance. Responsibilities may include...AccountsTemporary workFor contractors
- ...7,United States Job Category Operations Employee Type Non-Exempt Required Degree High school Manage Others No Description We’ve been... ...you as an Operations Support Specialist: Demonstrate your... ...an administrator for IRA/HSA accounts and manage medallion signature...Accounts16 hoursRemote workShift workWeekend work
- ...are seeking a strategic and results-driven Senior Campaign Manager with strong Account-Based Marketing (ABM) experience to lead targeted, multi-... ...• Bring structure, repeatability, and stronger operational rigor to field and ABM executionQualifications• 7+ years...AccountsWork at officeLocal areaWorldwide
$65k - $80k
...across the University. Job Summary The Operations and Administrative Specialist provides comprehensive... ...aspects of the office’s work — from managing a senior executive leader’s calendar... ...budget, monitoring and reconciling accounts. Prepares financial and/or administrative...AccountsWork experience placementWork at officeRemote workAfternoon shift$96.9k
...for designing, launching, and managing the strategy of the Delivery... ...projects, and other logistics operations.· Utilize and/or establish... ...improvements or equivalent- Master's degree or equivalent- 4+ years... ...Advice Line, Flexible Spending Accounts, Adoption and Surrogacy...AccountsFor contractorsWork at officeWorldwideFlexible hours- ...major financial services firm in Austin is looking for an Onboarding Operations Specialist to manage the operational needs of transitioning clients. Responsibilities include processing new accounts, answering questions about paperwork, and educating staff on operational...Accounts
$121k - $159k
...contribute: Acting with autonomy, having accountability and being open to new perspectives are... ...Solution Consultant in opportunities, managing and hiring Solutions Consultants, and building... ..., tradeoffs, and next stepsComfortable operating autonomously and proactively; you spot...AccountsWork at officeLocal area$110k - $207.5k
...activation. The ideal candidate will serve as a trusted advisor to clients while advancing State Street Investment Management's strategic objectives and expanding our... ...RIAs in the countryDevelop and maintain on-going account plans for assigned Enterprise RIAs, conducting...AccountsFull timeTemporary workFlexible hours- ...ambitious individual to join our Fund Management team.The team is responsible for the full... ...investment completion, day-to-day Fund accounting, preparation of periodic reports and... ...specificationsCollaborate with compliance, operations, and executive leadership teams to meet...Full timeWork at office
$196.5k - $291.5k
...join and thrive in the global economy. We operate a global, two-sided network at scale that... ...customers the flexibility to use their accounts to purchase and receive payments for goods... ...customers, process exchanges and returns, and manage risk. We enable consumers to engage in...AccountsFull timeWork at officeLocal areaImmediate startFlexible hours- ...than sales; it’s about becoming a trusted advisor who understands client needs, crafts... ...world.What You’ll DoClient Relationship Management & Business DevelopmentDevelop and manage... ...the broad sales team to position in new accounts and grow existing accounts.Drive account...AccountsFor contractorsWork at office
$25 per hour
Avita is seeking an Assistant Property Manager in Austin, TX. The role involves assisting the Property Manager with daily operations, managing resident files, and ensuring excellent... ...one year of leasing experience, basic accounting skills, and the ability to supervise...Monday to Friday
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