Financial Operations Specialist
23 hours ago
**Job Summary**
First Horizon Foundation is seeking a highly skilled Financial Operations Specialist to join our Wealth Management team. As a Cashiering Specialist, you will play a critical role in facilitating and executing operational Cashiering activities related to our Wealth Management services.
**Key Responsibilities:**
- Process money movements into and out of brokerage accounts
- Review and approve money movement transactions and verify required documentation
- Ensure timely and accurate posting of check deposits and maintain records
- Process stock deposits via physical certificates or electronic processing
- Clear legal paperwork required for stock deposits, including restricted stock
- Review and update links between brokerage and bank accounts
- Follow and clear rejected items
- Process Fed Wires and ensure proper documentation is received and notated
- Interact daily with the Wealth Management team regarding submission of paperwork and status of requests and money movements
- Review and process daily reports dealing with Cashiering functions
- Work closely with other Cashiering members and other brokerage departments
- Calculate margin calls and notify the Sales force and clients
- Work directly with our clearing house and Wealth Management team to resolve issues
**Requirements:**
- Currently holds FINRA Series 6 or 7 license (or successful completion of FINRA Series 99 license within 120 days of employment)
- Bachelor's Degree preferred
- Basic understanding of financial industry and markets, banking, and financial planning
- Proficient in Microsoft Office applications
- 1-2 years of sales and/or broker-dealer experience preferred
- Excellent oral and written communication skills
- Ability to coordinate with others, set and achieve goals, and resolve problems while maintaining a strong sense of teamwork
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