Cash and Controls Associate

Description

Are you detailed oriented with great oral and written communication skills seeking your next career opportunity? Then this is the right team for you!

As a Cash and Controls Associate within the Prime Financial Services team, you will be responsible for moderate to complex tasks involving cash movements in/out of client accounts. You will prepare funding for managed demand deposit accounts (DDA’s) and coordinate with other lines of business to facilitate proper funding. You will additionally work in partnership with various Operations departments and team members to meet goals as well.

Job responsibilities

Prepare imperative funding for managed demand deposit accounts (DDA’s)/Affiliates

Review instructions for proper allocation of wires to client/funding accounts within appropriate threshold

Reconcile ledgers through investigation using various systems and tools

Coordinate with other lines of business to facilitate proper funding

Verify internal entries for processing and confirming instructions

Manage Projects - work in partnership with various Operations Departments and team members to meet goals

Engage in industry change

Manage and process high value wires with a key focus on risk and control

Required qualifications, capabilities, and skills

Risk and control experience

Payments experience including SWIFT / ACH / FED Wire / CHIPS

Detailed oriented

Good oral and written communication skills

Ability to meet tight deadlines in a fast-paced environment

Basic computer and Microsoft skills including proficiency in Microsoft Excel

Must be willing to obtain Series 99 within first 120 days

Preferred qualifications, capabilities, and skills

Project Management experience