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Financial Services Processor

2 months ago

Katy, United States Atria Wealth Solutions Full time $45,000 - $55,000
Job DescriptionJob Description

Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria’s broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

We are looking for a Financial Services Processor / Cashiering Specialist to join our organization. In this role, you will be responsible for the proper, efficient, and compliant handing of all incoming brokerage account deposit funding. You will work directly with registered financial professionals and staff, as well as other internal departments of the firm. Successful candidates are able to roll up their sleeves to be a team player with a positive, upbeat demeanor.

Location: This position may be done HYBRID out of one the following home office locations:

  • San Diego, CA: 10150 Meanley Drive, San Diego 92131
  • Syracuse, NY: 100 Madison Street, 13202
  • Houston, TX: 11740 Katy Freeway, 77079
     

The anticipated annual base salary range for this position is $45,000 to $55,000. Exact compensation may vary based on skills, experience, and location.

What you will do:

  • Timely and Accurate Funds Movement:
    • Execute the timely and accurate movement of funds into and out of customer accounts, ensuring strict adherence to regulatory compliance.
  • Client Communication:
    • Respond to inquiries from financial professionals, assistants, and colleagues with professionalism and accuracy.
  • Research and Notifications:
    • Conduct thorough research and respond to notifications promptly, demonstrating a high level of attention to detail.
  • Forms Review and Data Entry:
    • Review and transmit various forms, including meticulous data entry to ensure accuracy and compliance.
  • Check Deposits and Disbursements:
    • Handle check deposits, funds disbursements, and check or redemption requests efficiently.
  • Wire Processing:
    • Process wire requests accurately and in accordance with established procedures.
  • Request Review and Follow-Up:
    • Review requests for completeness and proactively follow up when additional information is required, demonstrating a commitment to precision.
  • Inquiry Handling:
    • Receive, research, and respond to inquiries from financial professionals with a high level of attention to detail and service.

What you will bring - Must haves:

  • Previous experience in financial services or related field.
  • Working knowledge of pertinent regulations around client account information and funds movement
  • Excellent organizational skills and attention to detail.
  • Effective communication and interpersonal skills
  • Strong computer software skills
  • Ability to adapt and thrive in a fast-paced environment.
  • Self-motivated, with the ability to multi-task on a variety of projects
  • Ability to work collaboratively in a team-oriented environment.
  • Positive and upbeat demeanor.

What you will bring - Preferred:

  • 3 to 5 years Securities operations experience
  • Working knowledge of Microsoft Office applications
  • Strong knowledge of cashiering and AML (Anti-Money Laundering) regulations and protocols

Why work at Atria?

In addition to a competitive salary, we provide a full benefits package that includes:

  • Medical & Prescription Drug Insurance
  • Health Advocacy
  • Telehealth
  • Dental Insurance
  • Vision Insurance
  • Health Savings Account
  • Flexible Spending Accounts
  • Short-Term Disability Insurance
  • Long-Term Disability Insurance
  • Life Insurance
  • Paid time off, Paid Holiday, Paid Birthday
  • Critical Illness, Accident & Hospital Indemnity Coverage
  • Identity Theft
  • Employee Assistance Program
  • Pet Insurance
  • Legal Plans
  • Virtual Therapy
  • Virtual Mental WellCare
  • Long-Term Care
  • Retirement 401(k) Savings Plan with matching

At Atria, we consider Diversity, Inclusion, and Belonging to be essential to our success, and we are working to integrate it into the fabric of our organization. Our commitment to Diversity, Inclusion, and Belonging is key to our culture and values, and critical for great products, and satisfied customers.

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria operates the following wealth management subsidiaries that provide brokerage and advisory services: CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial Group, Western International Securities, SCF Securities and Grove Point Financial. Atria’s subsidiaries together support close to 2,700 financial professionals with nearly $120 billion of assets under administration. Each broker/dealer is a member FINRA/SIPC, and each advisory firm is a federally registered investment adviser. For more information, please visit atriawealth.com.

Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time.

It’s time for the next step in your career. Apply now.

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