Job details

Cash Management Associate

Job Summary:

This position will support the ACH / Cash Control department at Raymond James. This team is primarily responsible for establishing ACH profiles (direct deposit) which allow the branches and their clients to initiate electronic fund transfers. The Cash Management Associate will mainly handle basic ACH form processing. Most of their communication will be done via email or Skype (instant messaging); however, depending on their performance, Rodney may have them handle phone calls down the road (but likely not for a couple months).

Job Duties

Review and process ACH (direct deposit) forms that are received via an electronic cue
Perform data entry relating to clients' confidential banking information (i.e. personal account numbers, demographic information, etc.) while maintaining a high attention to detail and accuracy
Researches any errors or problems concerning entries made at the branch or Home Office level
Reviews and corrects processing errors as appropriate
Communicate with clients via email and instant messaging (clientele consists of Financial Advisors and their support staff/ RJ branches)
Perform various duties as assigned

Must Haves

At least 2 years of recent office experience, ideally in a data entry-centric role where accuracy was extremely important.
Extremely detail oriented (accuracy in this role is very important)
Clear and professional written and oral communication skills - proper grammar and spelling is extremely important
Professional demeanor
Customer service oriented
Experience within banking / financial services is a HUGE plus
Minimum of a High School diploma or equivalent, Bachelor's Degree preferred

This is the pay range that Magnit reasonably expects to pay for this position:

$18.00/hour-$24.00/hour

Benefits: Medical, Dental, Vision, 401K

Raymond James Financial Glassdoor Company Review

4.1

Raymond James Financial DE&I Review

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CEO of Raymond James Financial

Paul C. Reilly

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By Raymond James Financial

You could call it Ray. You could call it Ray Jay. But Raymond James Financial will do just fine. The company offers investment and financial planning services primarily through subsidiary Raymond James & Associates (RJA), which provides securities...

15 jobs

FUNDING

Other

INDUSTRY

Investment & Asset Management

TEAM SIZE

10000+

LOCATION

Hybrid, based in Saint Petersburg, FL

DATE POSTED

July 20, 2023