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 a high-visibility Cash Management Operations team through a major volume increase tied to a large-scale conversion and year-end demand. You’ll help keep critical receipt and disbursement activity moving accurately and on time in a fast-paced environment that rewards attention to detail, professional polish, and a growth mindset. Strong potential for full-time conversion for someone eager to learn, take feedback, and build a long-term career path.
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 (not required); prior financial services industry experience preferred (not required)
- Strong Excel proficiency
- High attention to detail and accuracy
- Ability to manage deadlines and perform under pressure
- Strong written and verbal communication
- Organizational skills with the ability to multitask across queues and applications
- Ability to meet strict daily productivity expectations using multiple systems while following defined procedures
- Preferred: understanding of direct processing; knowledge of investment vehicles (mutual funds, fixed income, options, common stocks, variable annuities); reconciliation and reporting (general ledger and end-of-day balancing); familiarity with Documentum, BETA, Visio, Adobe, or Siebel
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.