Financial Services Processor / Cashier

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:

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

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:

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

What you will bring - Must haves:

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

What you will bring - Preferred:

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

Why work at Atria?
In addition to a competitive salary, we provide a full benefits package that includes:

• Retirement savings 401(k) plan with matching
• Paid holidays
• Vision insurance
• Life insurance
• Dental insurance
• Veterinary pet insurance
• Prescription drug benefits
• Critical illness insurance
• Medical insurance
• Legal plan
• Paid time off
• Short & long-term disability insurance
• Employee assistance program

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
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.