Brokerage Operations Billing Specialist - Kestra Financial jobs in United States
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Kestra Financial · 2 weeks ago

Brokerage Operations Billing Specialist - Kestra Financial

positionAustin, TX
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals. They are seeking a dynamic and motivated data entry Fee Billing Specialist to join their Fee Billing team, responsible for processing client account and advisor fees with a focus on accuracy and customer service.

BankingConsultingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Comply with all regulatory rules, written desktop procedures and company policies
Ensure accurate and timely advisory and client account fees billed in client accounts
Ensure accurate and timely fee processing to advisors
Assist with training on the fee billing processes
Answer questions and process requests as called into the team or sent into the team’s Salesforce queue
Ability to work extra hours during peak processing times (typically includes January, April, July and October fee billing months)
Other duties as assigned
Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork

Qualification

NFS Clearing Operating PlatformsRevportExcelAttention to detailBasic computer skillsCommunication skillsOrganizational skillsProblem solving skills

Required

Must be able to lead by example
Must routinely exercise sound business judgment
Must have basic computer skills including Outlook, Word, Excel, and Power Point
Knowledge of the NFS Clearing Operating Platforms within 60 days of hire is essential
Knowledge of Revport within 60 days of hire is essential
Must have acute attention to detail
Individual must also possess strong organizational skills, problem solving skills, and excellent communication skills, both verbal and written
High School Graduate required

Preferred

College degree or some college preferred
Industry related experience preferred

Benefits

401(k)
Health insurance
A competitive benefits package
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses

Company

Kestra Financial

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Kestra Financial provides a leading independent advisor platform.
dateFounded in 1996
location
Austin, Texas, USA
people-size201-500 employees
web-link
http://www.kestrafinancial.com/

H1B Sponsorship

Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)

Funding

Current Stage
Growth Stage
Total Funding
unknown
2019-02-25Acquired

Leadership Team

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Joel Bennett
CFO
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Kris Chester
Executive Vice President + Chief Operating Officer
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Recent News

Business Wire
Grandview Partners Joins Kestra Financial’s Advisor Community
2025-11-20
Business Wire
Bluespring Wealth Partners Acquires $1.41B Signature Wealth
2025-11-04
Pulse 2.0
Kestra Onboards $866 Million Firm Ascend Private Wealth Partners
2025-10-27
Company data provided by crunchbase