Kestra PWS
Cashier I (Financial Services Brokerage Cashier)
Kestra PWS, Phoenix, Arizona, United States, 85003
Job Description
Posted Tuesday, August 19, 2025 at 6:00 AM ABOUT US: Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. SUMMARY: Kestra Financial is seeking an energetic, financially curious, and detailed oriented candidate to join our Cashiering Team. The Cashiering Team is an integral department in managing firm and client risk, while ensuring client requests to disburse and deposit funds are processed quickly and accurately. The ideal candidate is collaborative, detailed oriented, loves working with numbers and is eager to learn how to Power Financial Independence by having a serve, make it happen, and one team mentality. RESPONSIBILITIES: In addition to complying with all regulatory rules, written desktop procedures and company policies and communicating effectively with the Kestra Financial Professionals and with internal staff, key responsibilities include: Comply with all regulatory rules, written desktop procedures and company policies. Identify exceptions/anomalies around activities and functions processed within Cashiering and bring to Anti-money Laundering and Managements' attention immediately Process Cashiering functions, including, but not limited to: Check disbursements and deposits, Wires, Journals, and EFTs Timely maintenance of AdvisorComplete and Salesforce queues Monitor legal paperwork for securities deposited Monthly blotter reconciliation Generate and review daily reports Communicate directly with advisors and staff to resolve problem issues Take deposits to the bank, as needed Work on various projects from management Other responsibilities as assigned. Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork. SKILLS: Individual must be able to pass a basic math and written communication test Must be able to perform duties accurately and in a timely manner Must exhibit acute attention to detail with strong organizational and problem solving skills Must routinely exercise sound business judgment and be able to work with minimal assistance Must have ability to multi-task and should have the ability to work under pressure Must have basic computer skills (Outlook, Word, Excel) Typing with accuracy (45+ wpm) and 10-key skills are essential Excellent verbal and written communication skills are required May be required to work overtime as necessary SUPEVISORY RESPONSIBILITIES: EDUCATION AND EXPERIENCE: High School Graduate required College degree preferred 1+ years industry related experience preferred CERTIFICATIONS: BENEFITS: Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more. OTHER DUTIES: Ability to sit at a computer for long periods of time in office environment well lit. Ability to lift up to 20 pounds. Position is located in Austin, TX office. Must be able to work in the office during scheduled work hours. DISCLOSURE: By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: 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. It is the policy of Kestra Financial to ensure 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. Kestra Financial prohibits any such discrimination or harassment. INTERNAL APPLICANT POLICY: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS: Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees). DISCLOSURE By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: 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. It is the policy of Kestra Financial to ensure 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. Kestra Financial prohibits any such discrimination or harassment.
INTERNAL APPLICANT POLICY: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS: Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees). DISCLOSURE By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: 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. It is the policy of Kestra Financial to ensure 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. Kestra Financial prohibits any such discrimination or harassment.
KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM. #J-18808-Ljbffr
Posted Tuesday, August 19, 2025 at 6:00 AM ABOUT US: Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. SUMMARY: Kestra Financial is seeking an energetic, financially curious, and detailed oriented candidate to join our Cashiering Team. The Cashiering Team is an integral department in managing firm and client risk, while ensuring client requests to disburse and deposit funds are processed quickly and accurately. The ideal candidate is collaborative, detailed oriented, loves working with numbers and is eager to learn how to Power Financial Independence by having a serve, make it happen, and one team mentality. RESPONSIBILITIES: In addition to complying with all regulatory rules, written desktop procedures and company policies and communicating effectively with the Kestra Financial Professionals and with internal staff, key responsibilities include: Comply with all regulatory rules, written desktop procedures and company policies. Identify exceptions/anomalies around activities and functions processed within Cashiering and bring to Anti-money Laundering and Managements' attention immediately Process Cashiering functions, including, but not limited to: Check disbursements and deposits, Wires, Journals, and EFTs Timely maintenance of AdvisorComplete and Salesforce queues Monitor legal paperwork for securities deposited Monthly blotter reconciliation Generate and review daily reports Communicate directly with advisors and staff to resolve problem issues Take deposits to the bank, as needed Work on various projects from management Other responsibilities as assigned. Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork. SKILLS: Individual must be able to pass a basic math and written communication test Must be able to perform duties accurately and in a timely manner Must exhibit acute attention to detail with strong organizational and problem solving skills Must routinely exercise sound business judgment and be able to work with minimal assistance Must have ability to multi-task and should have the ability to work under pressure Must have basic computer skills (Outlook, Word, Excel) Typing with accuracy (45+ wpm) and 10-key skills are essential Excellent verbal and written communication skills are required May be required to work overtime as necessary SUPEVISORY RESPONSIBILITIES: EDUCATION AND EXPERIENCE: High School Graduate required College degree preferred 1+ years industry related experience preferred CERTIFICATIONS: BENEFITS: Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more. OTHER DUTIES: Ability to sit at a computer for long periods of time in office environment well lit. Ability to lift up to 20 pounds. Position is located in Austin, TX office. Must be able to work in the office during scheduled work hours. DISCLOSURE: By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: 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. It is the policy of Kestra Financial to ensure 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. Kestra Financial prohibits any such discrimination or harassment. INTERNAL APPLICANT POLICY: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS: Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees). DISCLOSURE By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: 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. It is the policy of Kestra Financial to ensure 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. Kestra Financial prohibits any such discrimination or harassment.
INTERNAL APPLICANT POLICY: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS: Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees). DISCLOSURE By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: 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. It is the policy of Kestra Financial to ensure 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. Kestra Financial prohibits any such discrimination or harassment.
KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM. #J-18808-Ljbffr