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Financial Services

Wealth Management Cash Operations Associate

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Ascendo Resources
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Services
  • Business
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial services company in Boca Raton is looking to hire an Operations Associate to support daily cash movement functions. The successful candidate will ensure accurate processing of funds, manage client funding requests, and collaborate with internal teams to resolve discrepancies. A minimum of 2 years of experience in cashiering or operations within a broker-dealer or financial institution is required, along with strong organizational skills and proficiency in Microsoft Excel.

This position offers a dynamic work environment with compliance-focused responsibilities.
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Position Requirements
10+ Years work experience
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