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Sr. Cashier
Ref No.: 18-35631
Location: Austin, Texas
Position Type:Direct Placement
Experience Level: 3 Years
Pay Rate : $ 47,000.00 /Year
Skill Type
Skill Type:Information Technology
Austin, TX

OVERVIEW: Our client
leads the industry in wealth management, service, and technology solutions. As a Sr. Cashier you will play an integral part in managing/assessing both firm and client risk, while ensuring client requests are processed quickly and accurately. This position is responsible for assisting staff and financial advisors with cashiering activities and making effective recommendations on process improvement.

  • Process and/or approve client requests including:
    • Checks, wires, journals, EFT's, transfer and ships
    • Fees charges, fee reversals, and write-offs
    • Advisory fees
    • One-Time IRA distributions
    • Standing Instructions, Periodic Investment Plans, Systematic Withdrawal Plans
  • Identify and monitor measures, procedures and systems for quality and risk control
  • Comply with all regulatory rules, written desktop procedures and company polic
  • Processing deposits, transfers, EFT's, fee charges, write-offs, and adjustments for broker dealers and Investment Advisers.
  • Reviewing brokerage transactions
  • Recognize any anomalies and reporting them to management
  • High School Diploma required.
  • College degree or some college preferred.
  • 3+ years equivalent financial industry related experience preferred - must have strong understanding of financial environment
  • Great communication skills - confident, assertive, extroverted personality
  • Series 7 required.
  • Must be able to obtain series 24 upon management request
  • CRPS is desired, must be able to obtain upon management request