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Financial Services Specialist

2 months ago

San Diego, California, United States Atria Wealth Solutions Full time
Financial Services Processor / Cashiering Specialist

Atria Wealth Solutions, Inc. is a leading wealth management solutions holding company focused on delivering innovative financial advice to financial professionals, institutions, and their clients. Our organization empowers 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.

Key Responsibilities:
  • Timely and accurate movement of funds into and out of customer accounts, ensuring strict adherence to regulatory compliance.
  • Respond to inquiries from financial professionals, assistants, and colleagues with professionalism and accuracy.
  • Conduct thorough research and respond to notifications promptly, demonstrating a high level of attention to detail.
  • Review and transmit various forms, including meticulous data entry to ensure accuracy and compliance.
  • Handle check deposits, funds disbursements, and check or redemption requests efficiently.
  • Process wire requests accurately and in accordance with established procedures.
  • Review requests for completeness and proactively follow up when additional information is required, demonstrating a commitment to precision.
  • Receive, research, and respond to inquiries from financial professionals with a high level of attention to detail and service.
Requirements:
  • 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.
Preferred Qualifications:
  • 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.
What We Offer:
  • Competitive salary range of $45,000 to $50,000.
  • Full benefits package, including medical, dental, and vision insurance.
  • Flexible spending accounts and health savings account.
  • Short-term and long-term disability insurance.
  • Life insurance and accidental death and dismemberment insurance.
  • Paid time off, paid holidays, and paid birthday.
  • Critical illness, accident, and hospital indemnity coverage.
  • Employee assistance program and pet insurance.
  • Legal plans and virtual therapy.
  • Long-term care and retirement 401(k) savings plan with matching.

Atria Wealth Solutions, Inc. is an equal opportunity employer 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.