Cashiering Support Associate

Westlake, TX · Clearwater, FL · 1-2 years experience · Posted Oct 7, 2026

At a glance

The Cashiering team’s mission is to ensure accurate, timely movement of funds across customer brokerage and retirement accounts while delivering a compliant, high-quality client experience.
As a Cashiering Specialist, you will manage high-volume cashiering workflows—primarily reviewing money movement requests, including ACH, check, wire, and other brokerage transactions—serving as a key operational link between advisors, clients, custodians, and internal partners.

Review a high volume of money movement requests efficiently, and in line with internal policies and regulatory requirements.
Monitor and manage daily transaction queues to meet strict deadlines and service-level expectations, researching and resolving discrepancies and inquiries from initial intake to final resolution.
Safeguard the firm by enforcing AML and OFAC requirements and reviewing transactions for adherence to SOPs.
Partner with our clearing firm and internal teams (Operations, Compliance, Technology, Advisor Services) to facilitate transactions, resolve issues, and support collaborative projects across these departments.
Contribute to continuous improvement by identifying opportunities to enhance efficiency, accuracy, and client experience within cashiering operations.

Strong knowledge of asset movement procedures, workflows, and regulatory considerations, along with a basic understanding of financial markets and the securities industry.
Exceptional attention to detail and organization, with the ability to manage multiple priorities at once.
Clear, professional communication skills, including excellent data entry, written, and verbal communication, and comfort engaging with clients and advisors over the phone.
1-2 years of experience in financial operations, with an SIE required.
Committed and dependable in a fast-paced, high-volume environment, bringing a collaborative spirit, steady focus, and genuine care for clients and outcomes.
Proactive problem-solving abilities, strong analytical, decision-making, and critical thinking skills, with accountability for results and the ability to adapt quickly to new systems.

Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
100% paid health insurance for employees with 90% coverage for dependents
Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more
Employer-paid life & disability insurance, fertility benefits, and mental health benefits
Time off to recharge including company holidays, paid time off, sick time, parental leave, and more
Catered meals, events, and comfortable workspaces

In-person attendance expected 5 days per week during the 6-month onboarding period
After onboarding, in-person attendance is expected at least 3 days a week