Job description
Riley Financial (“B. Riley”) provides collaborative solutions tailored to fit the capital raising and business advisory needs of its clients and partners. B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction, and liquidation services. B. Riley is headquartered in Los Angeles with offices across the U.S. as well as an international presence.
Riley Wealth Management and B Riley Wealth Advisors is a Broker Dealer/Advisory Services firm that provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, and foundations. B. Riley’s Wealth’s experienced network of financial advisors leverage the diverse resources and expertise of its affiliated companies to help clients create a sound financial strategy based on their financial goals.
We are seeking a full-time in office Operations Specialist - Cashier with a minimum of one year brokerage industry and/or banking experience to work in our downtown Memphis, TN office.
The ideal candidate will be a self-starter who is detail oriented, works well under pressure and is capable of meeting banking deadlines daily. The candidate will be part of the operations team and provided customer support and cashiering services to our brokerage network across the US. This position will report directly to the Director of Retail Operations.
Duties of this position include, but are not limited to the following:
- Responsible for processing the multiple daily deposits for remote locations, including tracking the funds from the remote locations, receiving the funds and processing to the client’s accounts.
- Sourcing the appropriate client accounts to receive deposit for all checks received.
- Daily reconciliations and digital file maintenance for archiving our daily business where client funds are concerned.
- Knowledge of Individual Retirement/Qualified Account Types a plus for the large volume of funds received are for these types of accounts.
- Perform other duties as assigned.
Education, Experience and Skills Required:
- Bachelor's degree is preferred or equivalent combination of education and experience.
- One to three years of experience in the brokerage industry and/or Banking experience.
- Excellent communication skills required.
- Proficient in MS Word, Excel, and Outlook.
- Ability to organize and prioritize work without supervision.
- Goal Oriented with willingness to learn and adapt to new and challenging tasks.
Riley Financial, Inc. employees enjoy competitive salaries, access to our 401(k)-profit sharing retirement plan and our other benefits including paid holidays, vacation, and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage.
Experience
Preferred
- 1 - 3 years: One to three years of experience in the brokerage industry and/or Banking experience.
Education
Preferred
- Bachelors or better
Job Type: Full-time
Schedule:
- Day shift
Application Question(s):
- Please list any FINRA licenses you hold currently.
- Please enter desired pay:
Experience:
- Financial: 1 year (Preferred)
Work Location: One location
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