Senior Cashiering Associate
Core
Own client money movement across ACH, domestic and international wires, RTP, checks, and internal journals while strengthening operational controls and reducing risk.
Role type
Senior IC cashiering operations associate
Builds
Secure and compliant cash processing workflows for a global brokerage infrastructure platform
Domain
Fintech / Brokerage operations
Required skills
ACH/wire/RTP/check processing, custodian and bank partner interaction, operational risk and fraud controls, regulatory compliance, daily reconciliation, exception management, process improvement design, SOP creation, audit support
Preferred skills
Portfolio accounting, broker-dealer systems, fintech environment experience, mentoring operations teams
Technologies
Salesforce, internal cash management systems
Responsibilities
Review and approve client money movement requests; process and release transactions within SLAs; reconcile daily cash movements; monitor and resolve exceptions; serve as primary contact for custodians and banking partners; prepare operational reports; identify and escalate operational risks; partner with Compliance and Risk to improve processes; train internal teams on cashiering workflows
Seniority
Senior, hands-on IC