Cashiering Operations Specialist

Kestra Financial; Tempe (AZ); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive pay and benefits with a大型雇

401(k)

Job summary

Kestra Financial is seeking an energetic, financially curious candidate to join our Cashiering Team in Tempe, AZ. The role supports disbursements and deposits, ensuring accuracy while adhering to regulatory rules and internal procedures.

You’ll work with Kestra Professionals and staff, handling complex transactions, maintaining queues, and contributing to daily reporting. Strong math, attention to detail, and writing skills are required.

Qualifications

• High School Graduation required.
• College degree strongly preferred.
• 5+ years equivalent industry related experience strongly preferred.

Responsibilities

• Comply with all regulatory rules, written desktop procedures and company policies.
• Identify exceptions/anomalies around activities and functions processed within Cashiering and bring to Anti-money Laundering and Managements' attention immediately.
• Process Cashiering functions, including, but not limited to: Handling complex transaction and review large amounts of cash handling.
• Check disbursements and deposits, Wires, Journals, and EFTs.
• Monthly blotter reconciliation.
• Generate and review daily reports.
• Communicate directly with advisors and staff to resolve problem issues.
• Take deposits to the bank, as needed.

Skills

Attention to detail

Numerical aptitude

Communication skills

Multi-tasking

Typing 45+ wpm

10-key skills

Problem-solving

Education

College degree strongly preferred

High School Graduate

SIE Series 7 preferred

Tools

Outlook

Word

Excel

Job description

Kestra Financial is seeking an energetic, financially curious candidate to join our Cashiering Team in Tempe, AZ. The role supports disbursements and deposits, ensuring accuracy while adhering to regulatory rules and internal procedures.

You’ll work with Kestra Professionals and staff, handling complex transactions, maintaining queues, and contributing to daily reporting. Strong math, attention to detail, and writing skills are required.