Cash Transaction Coordinator
3 weeks ago
We are one of the fastest-growing wealth management platforms in the United States, dedicated to providing exceptional service to high- and ultra-high-net-worth individuals and families. Our goal is to simplify lives while preserving wealth for future generations and supporting the causes and communities our clients care about.
Job Summary
This role supports our team by facilitating the efficient processing of financial transactions, ensuring accuracy, and maintaining excellent relationships with clients and stakeholders. As a Cashiering Specialist, you will handle various tasks, including transaction approval, custodian communication, and Salesforce task completion, working closely with team members to deliver exceptional results.
Responsibilities
* Review and process client money movement transactions for accuracy and compliance
* Collaborate with custodians to resolve issues that impact transaction timeliness
* Approve and release transactions according to established guidelines
* Utilize Salesforce to complete tasks accurately and efficiently
* Analyze daily money movement reports to identify areas for improvement
* Provide training to team members on relevant policies and procedures
* Assist with client support, quarterly reporting, and special projects as needed
Qualifications and Requirements
* Bachelor's degree from an accredited institution
* Experience with financial software, including Salesforce, Portfolio Accounting Software, and Microsoft Suite
* Strong understanding of custodian processes and procedures
* Excellent customer service skills and ability to communicate effectively
* Strong analytical and organizational skills, with attention to detail
* Ability to work independently and collaboratively as part of a team
Compensation and Benefits
The estimated annual salary for this position is between $62,400 and $82,400, reflecting the importance of this role in ensuring the success of our financial operations. In addition to competitive compensation, we offer a comprehensive benefits package, including flexible work arrangements, a 401(k) plan with employer matching, and generous health insurance options.
Work Environment and Physical Requirements
This role requires the ability to work in an office environment, with occasional physical demands such as lifting up to 15 pounds. We strive to maintain a safe and healthy work environment and provide reasonable accommodations for employees with disabilities when possible. The position involves working onsite 4 days per week.
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