Cashiering Support Associate

About This Role

Key ResponsibilitiesAI-extracted

• 1
  Process a high volume of cashiering transactions (ACH, wires, checks, journals, custodian-to-custodian transfers) accurately, efficiently, and in line with internal policies and regulatory requirements.
• 2
  Monitor and manage daily transaction queues to meet strict deadlines and service-level expectations, researching and resolving discrepancies and inquiries from initial intake to final resolution.
• 3
  Serve as a primary contact for advisors, their staff, and clients across phone, email, and internal systems, providing clear updates and a seamless, professional experience.
• 4
  Partner with our clearing firm and internal teams (Operations, Compliance, Technology, Advisor Services) to facilitate transactions, resolve issues, and support collaborative projects across these departments.
• 5
  Contribute to continuous improvement by identifying opportunities to enhance efficiency, accuracy, and client experience within cashiering operations.

RequirementsAI-extracted

• Strong knowledge of cashiering procedures, workflows, and regulatory considerations, along with a basic understanding of financial markets and the securities industry.
• Exceptional attention to detail and organization, with the ability to manage multiple priorities in a high-volume, deadline-driven environment.
• Clear, professional communication skills, including excellent data entry, written, and verbal communication, and comfort engaging with clients and advisors over the phone.
• 1-2 years experience in back-office operations—preferably in financial services or banking—and confidence handling transactional workflows using tools like Microsoft Word and Excel.
• Proactive problem-solving abilities, strong analytical, decision-making, and critical thinking skills, with accountability for results and the ability to adapt quickly to new systems.

Perks & BenefitsAI-extracted