Brokerage Operations Specialist - Fee Billing

Data Entry Fee Billing SpecialistKestra 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.Kestra Financial is seeking a dynamic and motivated data entry Fee Billing Specialist to join our Fee Billing team. In this role, you will be responsible for processing client account and advisor fees. The ideal candidate is detail oriented, has a service mindset, and is eager to contribute to our mission of Powering Financial Independence by having a serve, make it happen, and one team mentality.What You'll Do:Comply with all regulatory rules, written desktop procedures and company policiesEnsure accurate and timely advisory and client account fees billed in client accountsEnsure accurate and timely fee processing to advisorsAssist with training on the fee billing processesAnswer questions and process requests as called into the team or sent into the team's Salesforce queueAbility to work extra hours during peak processing times (typically includes January, April, July and October fee billing months).Other duties as assignedCommitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamworkWhat You Bring:Must be able to lead by exampleMust routinely exercise sound business judgmentMust have basic computer skills including Outlook, Word, Excel, and Power PointKnowledge of the NFS Clearing Operating Platforms within 60 days of hire is essentialKnowledge of Report within 60 days of hire is essentialMust have acute attention to detailIndividual must also possess strong organizational skills, problem solving skills, and excellent communication skills, both verbal and writtenInternal Application 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 to support you:Competitive pay and benefits with a large employer (over 1600 employees nationwide)401(k), health insurance, and a competitive benefits packageWork in a supportive, collaborative environment committed to professional excellenceHelp clients navigate meaningful financial decisions with confidenceOpportunities for training, development, and long-term growth within the firmTuition reimbursement for qualified expensesKestra 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.