Are you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.

We are looking for a Financial Services Processor / Cashiering Specialist to join our organization. In this role, you will be responsible for the proper, efficient, and compliant handing of all incoming brokerage account deposit funding. You will work directly with registered financial professionals and staff, as well as other internal departments of the firm. Successful candidates are able to roll up their sleeves to be a team player with a positive, upbeat demeanor.

This position may be filled at any of the following locations:

• Syracuse, NY
• Houston, TX
• San Diego, CA

The anticipated annual base salary range for this position is $40,000 to $50,000. Exact compensation may vary based on skills, experience, and location.

What you will do:

• Timely and accurate movement of funds into and out of customer accounts while maintaining regulatory compliance
• Answering inquiries from financial professionals, assistants, and colleagues
• Researching and responding to notifications
• Reviewing and transmitting various forms, including data entry
• Handling checks deposits, funds disbursements, check or redemption requests
• Processing wire requests
• Reviewing requests for completeness and following up if additional information is required
• Receive, research, and respond to inquiries from financial professionals with a high level of attention to detail and service

What you will bring - Must haves:

• 3-5 years of financial services experience
• Working knowledge of pertinent regulations around client account information and funds movement
• Attention to Detail
• Excellent communication skills
• Strong computer software skills
• Ability to adapt and work well within a fast-paced environment
• Self-motivated, with the ability to multi-task on a variety of projects

What you will bring - Preferred:

• Securities operations experience
• Working knowledge of Microsoft Office applications
• Strong knowledge of cashiering and AML (Anti-Money Laundering) regulations and protocols

Why work at Atria?

In addition to a competitive salary, we provide a full benefits package that includes:

• Medical & Prescription Drug Insurance
• Health Advocacy
• Telehealth
• Dental Insurance
• Vision Insurance
• Health Savings Account
• Flexible Spending Accounts
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• Life Insurance
• Paid time off, Paid Holiday, Paid Birthday time off
• Critical Illness, Accident & Hospital Indemnity Coverage
• Identity Theft
• Employee Assistance Program
• Pet Insurance
• Legal Plans
• Virtual Therapy
• Virtual Mental WellCare
• Long-Term Care
• Retirement 401(k) Savings Plan with matching

At Atria, we consider Diversity, Inclusion, and Belonging to be essential to our success, and we are working to integrate it into the fabric of our organization. Our commitment to Diversity, Inclusion, and Belonging is key to our culture and values, and critical for great products, and satisfied customers.

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with over $100 billion of assets under administration. For more information, please visit www.atriawealth.com.

Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time.

It’s time for the next step in your career. Apply now.

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