Brokerage Operations Billing Specialist
Listed on 2026-01-12
-
Finance & Banking
Financial Consultant, Accounting & Finance
Brokerage Operations Billing Specialist - Kestra Financial
Kestra 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. Our advisor‑focused culture is built on innovation and advocacy.
SUMMARY
Kestra Financial is seeking a dynamic and motivated data entry Fee Billing Specialist to join our Fee Billing team. The role involves processing client account and advisor fees.
ESSENTIAL DUTIES AND 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 via Salesforce queue.
- Work extra hours during peak fee billing months.
- Other duties as assigned.
- Lead by example, exercise sound business judgment.
- Basic computer skills:
Outlook, Word, Excel, PowerPoint. - Knowledge of NFS Clearing Operating Platforms and Revport within 60 days of hire.
- Acute attention to detail; strong organizational and communication skills.
None.
EDUCATION AND OR EXPERIENCE- High School Graduate required.
- College degree or some college preferred.
- Industry related experience preferred.
None required.
PHYSICAL DEMAND- Ability to sit at a computer for long periods of time.
- Ability to lift and carry boxes and packages.
Climate controlled office environment.
BENEFITS- Competitive pay and benefits with a large employer.
- 401(k), health insurance, and a competitive benefits package.
- Work in a supportive, collaborative environment committed to professional excellence.
- Opportunities for training, development, and long-term growth within the firm.
- Tuition reimbursement for qualified expenses.
Our Mission is Powering Financial Independence, enabling growth and success of investing clients and the advisors who serve them. We live our values:
Serve, Make it Happen, and One team.
- You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance, and experience for evaluation for your potential employment.
- Kestra Financial promotes equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information or any other characteristic protected by law.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).