Sr. Onboarding Operations Specialist
KestraAustin, Texas, United States
Posted June 26, 2025
Full Time
About the Company
Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals to prosper, grow, and provide superior client service.
Job Description
The Sr. Onboarding Operations Specialist plays a critical role in supporting new advisor firms as they transition into the Kestra Financial ecosystem, combining significant travel with back-office operational processing.
Requirements
- Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
- Strong attention to detail, organizational skills, and the ability to manage multiple tasks
- Excellent interpersonal and communication skills, both written and verbal
- Ability to work independently in the field with minimal supervision
Benefits
- Full health, vision, dental
- 401(k) plans
- Car insurance
- Legal services