Financial Services Specialist

2 weeks ago

San Diego, California, United States Yoh Full time
Financial Services Processor Job Description

Yoh's client in San Diego, CA is seeking a Financial Services Processor / Cashiering Specialist to fill a contract opportunity.

Job Details
  • Duration: 6+ Months
  • Pay Rate: $30 per hour
  • Schedule: Hybrid Open to locations (Houston TX, Syracuse, NY, or San Diego, CA)

As a Financial Services Processor, you will be responsible for the proper, efficient, and compliant handling of all incoming brokerage account deposit funding. You will work directly with registered financial professionals and staff, as well as other internal departments of the firm.

Key Responsibilities
  • Timely and Accurate Funds Movement: Execute the timely and accurate movement of funds into and out of customer accounts, ensuring strict adherence to regulatory compliance.
  • Client Communication: Respond to inquiries from financial professionals, assistants, and colleagues with professionalism and accuracy.
  • Research and Notifications: Conduct thorough research and respond to notifications promptly, demonstrating a high level of attention to detail.
  • Forms Review and Data Entry: Review and transmit various forms, including meticulous data entry to ensure accuracy and compliance.
  • Check Deposits and Disbursements: Handle check deposits, funds disbursements, and check or redemption requests efficiently.
  • Wire Processing: Process wire requests accurately and in accordance with established procedures.
  • Request Review and Follow-Up: Review requests for completeness and proactively follow up when additional information is required, demonstrating a commitment to precision.
  • Inquiry Handling: 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.
  • Positive and upbeat demeanor.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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