Cashiering Specialist, Wealth Management
2 weeks ago
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.
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