The Company
A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.
Join a dynamic and forward-thinking financial services firm committed to empowering advisors and delivering exceptional client solutions. As a Cash Control Operations Specialist, you will play a vital role in safeguarding transaction integrity, managing risk, and maintaining high-quality cash processes. If you thrive in fast-paced environments, enjoy problem-solving, and are detail-oriented, this is an excellent opportunity to advance your career while contributing to a client-focused organization known for innovation and growth.
Required Skills:
- Strong attention to detail and accuracy in transaction review
- Excellent analytical and problem-solving abilities
- Proficiency in Microsoft Excel, Word, and Outlook
- Ability to prioritize tasks and meet deadlines in a high-volume environment
- Effective verbal and written communication skills
Nice to Have Skills:
- Experience in the finance or brokerage industry
- Knowledge of cash management systems and compliance procedures
- Experience with report analysis and risk mitigation
- Familiarity with databases such as Database, Documentum, Siebel
- Growth mindset and adaptability to new processes
Preferred Education and Experience:
- High School Diploma required; Bachelor’s degree preferred
- Minimum of 2 years’ relevant experience in finance or a related field
- Experience with cash processing, risk management, or fraud prevention is advantageous
Other Requirements:
- Ability to work effectively in a team environment
- Commitment to continuous learning and process improvement
Seize this opportunity to enhance your professional journey with a company that values innovation, integrity, and excellence. Apply today to become a key player in our client’s operations team!
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.