Do You Love Getting Things Right? Kennedy Financial Services is seeking a highly organized, detail-oriented Implementation Specialist to join our growing team. This is an ideal opportunity for someone who thrives in a structured environment, enjoys managing processes from start to finish, and takes pride in ensuring every detail is handled accurately. If you enjoy completing complex administrative tasks, keeping systems organized, following established workflows, and helping things run smoothly behind the scenes, we'd love to talk with you. This is not a sales role. It is not a financial advisor role. It is not a business development role. Instead, you'll be the operational engine that helps turn financial planning recommendations into completed action items for our clients. About Kennedy Financial Services At Kennedy Financial Services, we help families, business owners, and ranchers Live Life on Purpose®! Our mission is to help clients make confident financial decisions while providing an exceptional client experience.

We believe in:

Leading with Truth & Grace Working with a Cowboy's Grit Cherishing Relationships Acting with Purpose Having Fun Our team values professionalism, trust, accuracy, and doing the right thing for clients every time. www.kennedy-financial.com What You'll Do You will oversee the administrative implementation of planning recommendations and client service requests, ensuring every step is completed accurately and efficiently. Client Onboarding & Account Implementation Open and maintain investment accounts Process transfers and account changes Coordinate beneficiary updates Facilitate money movement requests Collect and review client documentation Ensure paperwork is complete and accurate before submission Insurance & Product Processing Prepare and submit insurance applications Track underwriting and policy issuance Follow up with carriers and custodians Resolve outstanding requirements Workflow & Documentation Management Manage implementation workflows from start to finish Monitor outstanding tasks and deadlines Maintain CRM records and documentation Ensure records meet compliance standards Create and maintain organized client files Team & Client Support Coordinate with advisors and relationship managers Assist clients with implementation-related questions Communicate status updates clearly and professionally Help create a seamless client experience The Right Person for This Role You may be a great fit if: ✅ You enjoy detailed administrative work ✅ You naturally spot mistakes others miss ✅ You appreciate structure, procedures, and accountability ✅ You like bringing order to complex situations ✅ You take pride in completing tasks accurately ✅ You enjoy checking things off a list and following a process through to completion ✅ You can work independently and manage multiple deadlines ✅ You value consistency more than constant change ✅ Others describe you as dependable, organized, thorough, and trustworthy What Success Looks Like Within this role, success means: Account paperwork is completed accurately the first time Client onboarding proceeds smoothly Transfers and transactions are processed efficiently Documentation is complete and organized Workflows are consistently followed Clients and advisors receive timely updates Compliance standards are met every time Preferred Qualifications Experience working in an RIA, broker-dealer, insurance, banking, or financial services systems Experience with account administration or operations Familiarity with custodial platforms and CRM systems Strong written communication skills Exceptional attention to detail Ability to manage multiple processes simultaneously Associate's or Bachelor's degree preferred Series 65 license preferred Why People Enjoy This Role Predictable and structured work environment Clear expectations and responsibilities Meaningful work that supports clients and advisors Opportunity to become a subject matter expert Remote work flexibility Collaborative, supportive team culture Competitive compensation and benefits Professional development opportunities Ready to Apply? If you're someone who takes pride in precision, enjoys solving operational challenges, and wants to be part of a mission-driven financial planning firm, we'd love to hear from you.

Pay:

$50,000.00 - $80,000.00 per year

Benefits:

Health insurance Paid time off Professional development assistance Volunteer time off

Work Location:

Hybrid remote in Three Forks, MT 59752