Category: Accounting

Employment Type: Contract

Reference: BH-379311

Financial Services Processor( Cashiering Specialist) needed for a contract opportunity with Yoh's client located in San Diego, CA.

Job Details
Cashiering Specialist
Duration: 6+ Months
Pay Rate:$30 per hour.
Schedule: Hybrid - Open to locations (Houston TX, Syracuse, NY, or San Diego, CA)
Location: San Diego, CA 92121

Overview
Seeking a Financial Services Processor / Cashiering Specialist to join our organization.
In this role, you will be responsible for the proper, efficient, and compliant handing 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. Successful candidates can roll up their sleeves to be a team player with a positive, upbeat demeanor.

What you will do
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.

• 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.

• 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.

• 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.