Financial Operations Associate

4 days ago


Columbia, Maryland, United States Kestra Financial Independent Advisor Full time

About the Role

As a Financial Operations Associate at Kestra Financial Independent Advisor, you will play a vital role in supporting the efficient and effective operations of our team.

Job Responsibilities

  • Client Management
    • Record conversations and requests in our proprietary system SmartOffice
    • Process distribution requests with accuracy and attention to detail
  • Investment Operations
    • Maintain client records and notes in SmartOffice
    • Open new investment accounts and schedule client meetings
    • Utilize Advice Pay for seamless transactions
    • Enter contributions in Wealthscape/Assetmark and other investment platforms


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