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.
What You Will Be Doing:
- Supporting the secure, accurate movement of cash and assets on a fast-paced operations team. You’ll help protect clients and the business by reviewing and processing transactions such as wires, ACH, check disbursements, and deposits—making sound, risk-based decisions while supporting service excellence. You’ll also research and resolve moderately complex escalations, collaborate with internal partners, and contribute to process improvements in a deadline-driven environment.
Role Logistics:
- 6-month contract
- Hybrid — onsite 3 days per week
- Start date: September 22, 2026
- Pay rate: $21–$23/hr
Qualifications:
- Bachelor’s degree preferred (open to recent college grads with the right skill set)
- Cash movement processing knowledge (wires, ACH, check disbursements/deposits) with a quality/risk mindset
- Strong verbal and written communication
- Excellent time-management and ability to meet strict deadlines
- High attention to detail and sound judgment handling sensitive financial data
- Microsoft Office proficiency (including Excel)
- Ability to work independently and manage multiple tasks across several applications while following established procedures
- Preferred: data analysis skills; brokerage industry knowledge (1–2 years); knowledge of investment vehicles (mutual funds, fixed income, options, stocks, variable annuities); familiarity with Documentum, BETA, Visio, Adobe, or Siebel; background in tax, banking/credit unions, or operations; prior customer service; understanding of direct processing
Equal Opportunity Employer:
- 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.