Cash Management Operations Pro

Yoh,-A-Day-; Tempe (AZ); On-site; USD 22,000 - 32,000; Full time

Benefits offered by this job

Medical, Prescription, Dental & Vision

Health Savings Account (HSA)

Life & Disability Insurance

MetLife Voluntary Benefits

Employee Assistance Program (EAP)

401K Retirement Savings Plan

Direct Deposit & weekly epayroll

Referral Bonus Programs

Certification and training

Job summary

Yoh is seeking a Cash Management Operations Specialist in Tempe to support a team moving cash and assets across various financial products. This role handles journals, receipts, and disbursements for retirement and non-retirement accounts, and may interact with clients to resolve issues within service levels.

The ideal candidate has 1–2 years in brokerage or financial services, a bachelor’s degree in business, accounting, or finance, strong communication and attention to detail, and the ability

Qualifications

• 1–2 years of experience in brokerage or financial services.
• Bachelor’s degree in Business, Accounting, Finance, or related field.
• Strong written and verbal communication skills.
• High attention to detail with a high degree of accuracy.

Responsibilities

• Process receipts, journals, and disbursements for retirement and non-retirement products.
• Interact with internal and external clients to research issues and resolve exceptions.
• Maintain accuracy while following established controls and procedures.
• Review reports to reconcile general ledger activity and end-of-day balances.

Skills

Attention to detail

Communication skills

Problem solving

Time management

Teamwork

Independence

Adaptability

Education

Bachelor’s degree in Business/Accounting/Finance

Tools

Microsoft Office

Mainframe

Documentum

Siebel

SharePoint

Job description

Yoh is seeking a Cash Management Operations Specialist in Tempe to support a team moving cash and assets across various financial products. This role handles journals, receipts, and disbursements for retirement and non-retirement accounts, and may interact with clients to resolve issues within service levels.

The ideal candidate has 1–2 years in brokerage or financial services, a bachelor’s degree in business, accounting, or finance, strong communication and attention to detail, and the ability