Cashiering Support Associate

Skills

About the Role

You will manage high-volume cashiering workflows, from ACH and wires to checks and transfers, serving as a key operational link between advisors, clients, custodians, and internal partners. You will execute transactions with high accuracy and efficiency while adhering to strict regulatory requirements, and you will collaborate daily with advisors and internal operations teams to resolve inquiries and transaction discrepancies. Your work will directly impact the customer experience by ensuring fund movements are completed seamlessly, and you will have an excellent opportunity to expand your knowledge of financial markets and back-office operations.

Requirements

• 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

Responsibilities

• 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
• 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
• 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
• Partner with the clearing firm and internal teams (Operations, Compliance, Technology, Advisor Services) to facilitate transactions, resolve issues, and support collaborative projects
• Contribute to continuous improvement by identifying opportunities to enhance efficiency, accuracy, and client experience within cashiering operations

Benefits

• Bonus opportunities
• Benefits package (Total Rewards, varying by region and entity)