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Cashiering Associate
Job
Creative Planning, LLC
Overland Park, KS (In Person)
Full-Time
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Job Description
Title:
Cashiering Associate Location:
Overland Park, KS Job Description:
JOB SUMMARY
Creative Planning is a Nationally recognized wealth management firm that in conjunction with investment management services also provides full comprehensive financial planning in house. The Cashiering Associate works under the Cashiering Manager and the Director of Operations. The cashiering associate's primary responsibility is to process cash requests upon the direction of the Wealth Manager or Financial Planner. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly. Job Duties All duties must be performed from the Overland Park office.- Schedule incoming or outgoing ACH transactions, wire transaction and checks via the custodian site
- Work with custodian service teams to schedule complex ACH, check and wire transactions
- Assist in resolving ACH, check and wire transaction questions
- Deposit and log client checks that the firm receives
REQUIRED EXPERIENCE / QUALIFICATIONS
- Bachelor's degree
- No experience necessary Preferred Experience/Qualifications
- Prior experience in financial services field
TECHNICAL SKILLS
- MS Office
- Windows
CRITERIA FOR SUCCESS
To be successful, one will be able to:- Navigate custodian websites and internal programs such as CRM and Orion
- Have a limited number of errors when scheduling transactions
- Schedule ACH requests in a timely manner without letting speed affect accuracy
- Work well with others and have a positive work attitude
- Be coachable