Operations Associate

3 days ago


Columbus, Ohio, United States Kestra Financial Independent Advisor Full time
About the Role: As an Operations Associate at Kestra Financial Independent Advisor, you will play a critical role in supporting our financial advisors and clients. This involves providing exceptional client service, administrative support, and operational expertise, including handling all client correspondence, appointments, and account-related matters, assisting with client meeting preparation and follow-up, processing and submitting account paperwork and requests, and maintaining accurate records and databases.

We are looking for a highly skilled and motivated individual with 2+ years of experience in the financial services industry, a strong understanding of broker/dealer operations and financial services products, and excellent communication, time management, and organizational skills. Estimated Salary: $62,000 - $72,000 per year.
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