Cashiering Specialist, Wealth Management

2 weeks ago


Memphis, Tennessee, United States First Horizon Foundation Full time

Cashiering Specialist, Wealth Management

Job Summary

We are seeking a highly skilled Cashiering Specialist to join our Wealth Management team at First Horizon Advisors. As a Cashiering Specialist, you will be responsible for facilitating and executing operational Cashiering activities related to our brokerage 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 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

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

Equal Opportunity Employer

First Horizon Foundation is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.



  • Memphis, Tennessee, United States First Horizon Foundation Full time

    Wealth Management Cashiering SpecialistJob Category: Wealth ManagementRequisition Number: CASHI005851Position OverviewUnder general supervision, this role involves executing daily operational Cashiering tasks related to First Horizon Advisors. The Cashiering Specialist will collaborate closely with the Wealth Management team and clients to manage...


  • Memphis, Tennessee, United States First Horizon Foundation Full time

    Wealth Management Cashiering SpecialistJob Category: Wealth ManagementPosition Overview:In this role, you will be responsible for executing daily operational Cashiering tasks associated with First Horizon Advisors. Collaborating closely with our Wealth Management team and clients, you will handle transactions and address any issues that arise. Clear and...


  • Memphis, Tennessee, United States First Horizon Foundation Full time

    Wealth Management Cashiering SpecialistJob Category: Wealth ManagementPosition Overview:In this role, you will operate under general oversight to manage daily Cashiering operations related to First Horizon Advisors. You will collaborate closely with our Wealth Management team and clients to facilitate transactions and address any issues that arise. Effective...


  • Memphis, Tennessee, United States First Horizon Foundation Full time

    **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...


  • Memphis, Tennessee, United States ECG Resources, Inc. Full time

    Senior Wealth Strategist OpportunityECG Resources, Inc. is seeking a highly skilled Senior Wealth Strategist to join our team. As a key member of our multi-family office, you will work closely with our Chief Wealth Strategist to provide comprehensive wealth planning solutions to our high net worth clients.Key Responsibilities:Develop and implement complex...


  • Memphis, Tennessee, United States ECG Resources, Inc. Full time

    Senior Tax Professional Career OpportunityECG Resources, Inc. is seeking a highly skilled Senior Tax Professional to join our team as a Comprehensive Wealth Planner. This is an exceptional opportunity for a tax professional to transition into a wealth management career with a well-established firm.Key Responsibilities:Train and develop into a comprehensive...


  • Memphis, Tennessee, United States First Horizon Full time

    Job SummaryWe are seeking a highly skilled Full Stack.Net Developer to join our Wealth Management team. As a key member of our team, you will be responsible for designing, developing, and maintaining software applications and processes used by our Wealth Management Business.Key ResponsibilitiesDevelop program logic for new applications or analyze and modify...


  • Memphis, Tennessee, United States First Horizon Full time

    Job SummaryWe are seeking a highly skilled Full Stack.Net Developer to join our Wealth Management team. As a key member of our Agile team, you will be responsible for designing, developing, and maintaining software applications and processes used by our Wealth Management Business.Key ResponsibilitiesDevelop program logic for new applications or analyze and...


  • Memphis, Tennessee, United States First Horizon Bank Full time

    Job SummaryWe are seeking a highly skilled Full Stack.Net Developer to join our Wealth Management team. As a key member of our Agile team, you will be responsible for designing, developing, and maintaining software applications and processes used by our Wealth Management Business.Key ResponsibilitiesDesign and develop new software applications and modify...

  • Cashier

    2 weeks ago


    Memphis, Tennessee, United States Reef Technology Inc. Full time

    About the RoleWe are seeking a skilled Cashier to join our team at Reef Technology Inc. in Memphis, Tennessee. As a Cashier, you will be responsible for ensuring proper ticket handling and guest payments while delivering exceptional customer service.Key ResponsibilitiesGreet arriving and departing guests in a friendly and courteous manner.Use respectful...

  • Restaurant Cashier

    2 weeks ago


    Memphis, Tennessee, United States Gus's World Famous Fried Chicken Full time

    Job Title: Restaurant CashierWe are seeking a skilled Restaurant Cashier to join our team at Gus's World Famous Fried Chicken. As a key member of our front-of-house staff, you will be responsible for providing exceptional customer service, managing cash transactions, and maintaining a clean and welcoming environment for our guests.Key...

  • Cashier

    2 weeks ago


    Memphis, Tennessee, United States Aladdin Campus Dining Full time

    About the Role:We are seeking a skilled and friendly Cashier to join our Aladdin Campus Dining team at LeMoyne-Owen College in Memphis, TN. As a Cashier, you will play a vital role in ensuring a positive foodservice experience for our customers.Key Responsibilities:Filling orders and accurately handling customer transactions.Maintaining a clean and organized...

  • Cashier Lead

    2 weeks ago


    Memphis, Tennessee, United States Morrison Healthcare Full time

    Job SummaryMorrison Healthcare is seeking a skilled Cashier Lead to maintain exceptional guest services and ensure seamless transactions at the service desk. As a key member of our team, you will be responsible for expediting guest transactions, controlling cash and media materials, and providing outstanding customer service.Essential Duties and...

  • Cashier Team Lead

    2 weeks ago


    Memphis, Tennessee, United States ABM Industries Full time

    Job Summary As a Lead Cashier at ABM Industries, you will oversee a team of cashiers and be responsible for providing excellent customer service. Your duties will include managing cash transactions, ensuring accurate change is given, and completing assigned tasks. Key Responsibilities Oversee cashiers and ensure excellent customer service Manage cash...

  • Lead Cashier

    1 month ago


    Memphis, Tennessee, United States Gossett Motor Cars Full time

    Gossett Motor Cars, a prominent name in the automotive retail sector, is looking for a dedicated and detail-oriented individual to join our team as a SENIOR CASHIER. Key Responsibilities: Engage with customers in a courteous and professional manner.Support the Cashier Manager with various administrative tasks.Provide essential information to customers with...

  • Senior Cashier

    4 weeks ago


    Memphis, Tennessee, United States Gossett Motor Cars Full time

    Gossett Motor Cars, a leading Automotive Dealer Group in West Tennessee, is seeking a highly motivated and detail-oriented Senior Cashier to join their retail team.Key Responsibilities:• Communicate with customers in a professional, friendly, and efficient manner• Assist the Cashier Manager with various administrative functions• Provide basic...

  • Cashier

    4 weeks ago


    Memphis, Tennessee, United States Morrison Healthcare Full time

    Job Summary:We are seeking a skilled Cashier to join our team at Morrison Healthcare. As a Cashier, you will be responsible for performing cash transactions, verifying cash drawers, and providing excellent customer service.Key Responsibilities:Process sales transactions in a timely and accurate mannerEnter sales into the cash register and maintain accurate...

  • Cashier Lead

    3 weeks ago


    Memphis, Tennessee, United States Morrison Healthcare Full time

    Job Summary:Morrison Healthcare is seeking a skilled Cashier Lead to maintain exceptional guest services and ensure seamless transactions at the service desk. As a key member of our team, you will be responsible for expediting guest transactions, controlling cash and media materials, and providing outstanding customer service.Essential Duties and...

  • Cashier

    4 days ago


    Memphis, Tennessee, United States Buffalo Wild Wings Full time

    Work with Us at Buffalo Wild WingsWe're looking for a skilled Cashier to join our team at Buffalo Wild Wings. As a key member of our restaurant staff, you'll be responsible for:Key Responsibilities:Managing takeout orders and assisting guests with paymentMaking a great first impression with every guestGreeting hungry sports fans with a smileShowing passion...

  • Cashier (Full-Time)

    2 weeks ago


    Memphis, Tennessee, United States Morrison Healthcare Full time

    Cashier Job SummaryWe are seeking a skilled Cashier to join our team at Morrison Healthcare. As a Cashier, you will be responsible for performing cash transactions, verifying cash drawers, and providing excellent customer service.Key Responsibilities:Process sales transactions in a timely and accurate mannerCount and reconcile cash drawers to ensure...