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excel microsoft word ach wires cashiering📋 Description
- Process high-volume cashiering transactions (ACH, wires, checks).
- Monitor daily transaction queues to meet deadlines; resolve discrepancies.
- Serve as primary contact for advisors, clients via phone, email, and systems.
- Partner with clearing firm and internal teams to facilitate transactions.
- Identify opportunities to improve cashiering efficiency and client experience.
🎯 Requirements
- Strong cashiering procedures knowledge; regulatory considerations.
- Detail-oriented and organized; manage multiple priorities.
- Clear communicator; data entry, written and verbal skills.
- Back-office ops experience in financial services or banking; Word/Excel.
- Proactive problem-solver with analytical and ownership mindset.
🎁 Benefits
- Challenging, high-impact work to grow your career.
- Performance-driven compensation with bonuses, equity, and 401(k) matching.
- 100% paid health insurance for employees; 90% for dependents.
- Lifestyle wallet — flexible benefits spending account.
- Employer-paid life & disability insurance, fertility benefits, mental health benefits.
- Time off to recharge: holidays, PTO, sick time, parental leave.
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