Commonwealth Financial Network

Brokerage Cashier

Job Locations US-CA-San Diego
Job ID
SD-2021-AP
# of Openings
1
Category
Cashiering
Type
Permanent/ Full-Time

Overview

The Cashiering team is a select group of money movement specialists working in a vital operational department. As a brokerage cashier, you’ll be trained in a broad array of transactional functions, from check, wire, and EFT disbursements to stock and check deposits, as well as certain types of securities transfers. You’ll be on the phone daily with financial advisors and their staff, internal Commonwealth departments, transfer agents, and other contra firms. You’ll take part in meetings and collaborate on projects. This small, close-knit group is responsible for thousands of transactions every day, so an exceptional eye for detail is a must, as is calm, diligent performance.

 

In this role, you will be provided many opportunities to succeed and grow within the company and industry, including acquiring industry registrations. In short, you’ll rapidly gain a singular and invaluable career experience. We look out for each other and pick one another up when things get busy. If you are team-centric and can hustle in a fast-paced environment, this may be the right job for you.

 

Key Responsibilities 

  • Processing money movement transactions, such as check, wire, EFT, and journal disbursements
  • Transferring securities between accounts internally and externally, paying close attention to strict regulations and deadlines governing those transactions
  • Depositing physical stock certificates and performing associated certificate research
  • Coding and depositing physical checks
  • Approving mobile and remote check deposits
  • Assisting in establishing instructions for standing payments and money movement
  • Resolving occasional problems and assisting our Service Center, advisors, and product companies, as necessary
  • Participating in a variety of departmental projects—both operational and in support of our company culture—and taking on additional responsibilities, as requested
  • Providing indispensable customer service in each and every interaction

Core Strengths 

  • Excellent written and verbal communication skills
  • Knowledge of Treasury and/or finance and banking procedures, or equivalent work experience or undergraduate focus, preferred
  • Excellent customer service skills and a commitment to embracing Commonwealth’s indispensable service philosophy
  • Passion for hard work
  • Highly detail-oriented, organized, and self-motivated
  • Eye for process improvement
  • Forward thinker when it comes to problem-solving
  • Determination to continue learning and developing, along with a desire to surpass expectations

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.

  

Picture Yourself Here  

Imagine keeping company with big thinkers and even bigger doers who share a common purpose to make a profound difference. Figure in an experience-it-to-believe-it culture, massive growth potential, and benefits galore, and you get the full impression.   

 

We are committed to providing a supportive, equitable environment where you can bring your full, authentic self to your work every day and truly thrive in meaningful ways. Where you can be yourself and belong. Where you can build a career and find community.  

  

At Commonwealth, everyone plays a part in our success story—and in building a more diverse and inclusive workplace, we are broadening our perspectives and capabilities. Together, our potential is limitless. Come join us on the pathway to a brighter future!  

  

About Commonwealth  

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide.  

  

J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Seven Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.  

  

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, so our employees genuinely enjoy coming to work. Our refreshing workplace culture has earned us 43 Best Place to Work awards—and counting.   

  

The Fine Print  

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.  

  

Commonwealth is an equal opportunity employer, making intentional efforts to source candidates from all backgrounds.   

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