Compensation Data Specialist

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:
As the Compensation Data Specialist, you will report to the Supervisor and Producer Compensation and will be responsible for coding and entering compensation payments for Kestra Financial Professionals.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily:

• Comply with all regulatory rules, written desktop procedures, and company policies.
• Communicate effectively with internal staff.
• Efficiently and correctly code compensation payments for entry.
• Efficiently and correctly enter or upload compensation payments into the compensation system.
• Other responsibilities as assigned.
• Commitment to culture requires professionalism, accountability, customer/client focus, and teamwork.

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, an individual must perform each essential duty satisfactorily. Regular and predictable attendance is required. Individuals should have the following skills and abilities.

• Must be able to perform duties accurately and timely
• Must demonstrate corporate mission statement and advisor-first culture
• Must be proficient with Microsoft Outlook, Word, and Excel.
• Must be able to read, analyze, and code compensation statements.
• Must become proficient with vendor(s) and internal programs and software within 30 days of hire, including but not limited to BRACS, Salesforce, and AdvisorComplete.
• Must exhibit good prioritization skills and attention to detail
• May be required to work overtime, as necessary

SUPERVISORY RESPONSIBILITIES: None
EDUCATION AND/OR EXPERIENCE:

• High School Graduate required
• A college degree is strongly preferred
• 1+ years equivalent industry-related experience is strongly preferred

CERTIFICATIONS, LICENSES, REGISTRATIONS:

• None required

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.

Dental insurance, 401(k), Vision insurance