CMOS - Money Desk Disbursements & Retirements

Associate Staffing LLC; Fort Mill (SC); On-site; USD 41,000 - 55,000; Full time

Job summary

Associate Staffing LLC is seeking a detail-oriented professional to support a Cash Management Operations team handling money desk disbursements, retirements, and time-sensitive processing. You will ensure accurate transaction processing while resolving exceptions and performing daily controls to maintain high-quality reporting and service.

The role offers a 6-month contract, onsite in Fort Mill, SC or Tempe, AZ, with a Monday–Wednesday in-office schedule.

Qualifications

• Bachelor's degree preferred
• Strong Excel proficiency for high-volume tracking, reporting, and reconciliation
• High attention to detail and accuracy under strict deadlines
• Strong written and verbal communication; able to prioritize across multiple queues
• Preferred: prior cash management, financial services operations, or transaction processing experience
• Nice to have: knowledge of investment vehicles (mutual funds, fixed income, annuities); account transfers (ACAT/Non-ACAT); familiarity with Documentum, BETA, Visio, or Siebel; tax operations, divorce/death claims, or Not in Good Order processing

Responsibilities

• Support a fast-paced Cash Management Operations team across money desk disbursements, retirements, and time-sensitive financial processing.
• Process transactions accurately, resolve exceptions, and complete daily controls and reconciliations that support high standards of reporting and service

Skills

Excel proficiency

Attention to detail

Communication

Prioritization

Education

Bachelor's degree

Tools

Documentum

BETA

Visio

Siebel

Job description

• A prominent Fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.

What You Will Be Doing:

• Supporting a fast-paced Cash Management Operations team across money desk disbursements, retirements, and time-sensitive financial processing. You'll process transactions accurately, resolve exceptions, and complete daily controls and reconciliations that support high standards of reporting and service.

Role Logistics:

• 6-month contract
• Location: Fort Mill, SC or Tempe, AZ
• Fully onsite (Monday–Wednesday in office)

Qualifications:

• Bachelor's degree preferred
• Strong Excel proficiency (high-volume tracking, reporting, and reconciliation)
• High attention to detail and accuracy under strict deadlines
• Strong written and verbal communication; able to prioritize across multiple queues
• Preferred: prior cash management, financial services operations, or transaction processing experience
• Nice to have: knowledge of investment vehicles (mutual funds, fixed income, annuities); account transfers (ACAT/Non-ACAT); familiarity with Documentum, BETA, Visio, or Siebel; tax operations, divorce/death claims, or "Not in Good Order" processing

Equal Opportunity Employer:

• Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.