Portfolio Operations Specialist
hace 2 días
Join Kestra Financial Independent Advisor as a Portfolio Operations Specialist and drive the efficient execution of investment operations. This role involves managing client relations, maintaining accurate records, and ensuring seamless transactions. If you possess excellent communication skills, attention to detail, and a passion for delivering exceptional results, we encourage you to apply.
About the RoleWe are seeking a highly organized and analytical individual to support our team in providing top-notch service to clients. As a Portfolio Operations Specialist, you will be responsible for:
- Maintaining client records and notes in SmartOffice
- Processing distribution requests and updating client information
- Managing investment accounts, scheduling client meetings, and handling contributions in Wealthscape/Assetmark
- Requesting trading on new investments and monitoring investment activity
**Requirements:**
- Bachelor's degree in finance, accounting, or a related field
- 1.5 years of experience may substitute for one year of education
- Strong ability to communicate and work effectively as a team member
- Attention to detail, thoroughness, and number accuracy
- Ability to clearly follow direction and articulate responses in English
**What We Offer:
- An estimated annual salary of $63,000 - $85,000 based on location and experience
- A dynamic and supportive work environment at Kestra Financial Independent Advisor
- Ongoing training and professional development opportunities
This is an exciting opportunity to grow your career with a reputable financial services company. Apply now to become part of our team
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