Operations Support - South Jordan, UT

Operations Support (Cash Control)

Hybrid 3 days in office

South Jordan, UT 84095

Global Wealth Management Operations provides brokerage, investment, and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. The firm has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs.

Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance, and annuities.

The Private Banking Operations Cash Control team provides operational processing support for check clearing for various business units in the firm. The Cash Control team is responsible for liaising with third party banks for Reverse Positive Pay, ensuring proper clearance and reconciliation of outstanding checks, assisting in clearance of breaks or exceptions, and maintaining regulatory requirements relevant to retail bank checks.

• Review, accept, reject, and modify check records for proper clearing
• Support inquiries and requests related to check disbursements
• Execute daily processes against standard operating procedures and regulatory/risk requirements
• Assist with project testing for new products/changes through effective cross-team collaboration with business partners, technology and requisite stakeholders
• Ensure compliance with check processing procedures and controls
• Investigate and resolve open breaks relating to check clearing activities and external bank accounts
• Maintain and ensure sufficient oversight of retail bank check records to ensure accurate transaction history
• Pursue continuous process improvement while implementing and leveraging AI tools to drive results

• Excellent written and verbal communication skills
• Client‑centric and a team‑oriented player
• Strong problem‑solving and analytical skills
• Must be detail oriented as well as a logical and proactive thinker
• Strong organizational skills with the ability to prioritize and multi‑task
• Must be able to work under pressure in a time‑sensitive environment
• Demonstrable proficiency with Microsoft Office applications including CoPilot integration
• Functional knowledge of basic accounting principles and journal entries a plus
• Preferred but not required qualification:
  Bachelor’s Degree or relevant experience