Cashiering Associate

6 Months ago • All levels • Administrative

Job Summary

Job Description

Interactive Brokers seeks a Cashiering Associate to manage client deposit methods, monitor exceptions, and interface with banks. You'll need strong analytical and problem-solving skills, along with excellent communication and time management abilities. Experience in a similar position is a plus.
Must have:
  • Microsoft Excel
  • Problem-solving skills
  • Communication skills
  • Time management
Good to have:
  • Similar position
  • Process improvement
  • System improvement
  • Client experience
Perks:
  • Company lunch
  • Health benefits

Job Details

 

About INTERACTIVE BROKERS!

This is a hybrid role (three days in the office/two days remote).

 

Interactive Brokers Group has been consistently at the forefront of trading innovation, starting with the invention of the first floor-based handheld computer in 1983. We pride ourselves on being primarily a technology company and challenging the status quo. We push boundaries to offer our clients the best trading platform with the most sophisticated features at the lowest cost. Software development is the lifeblood of our firm, and it shows in our stellar brokerage platform. Interactive Brokers is regularly recognized as a leader in the financial services industry.

 

About your Team:

 

Interactive Brokers seeks an Associate to join its Global Cashiering team. The successful candidate will be able to work independently and quickly adapt to a fast-paced environment. As part of the Global Cashiering team, this position will support client payment services functions related to funds disbursement, receipt, and exception processing for Interactive Broker’s clients.

 

Responsibilities:

  • Manage dedicated client deposit methods, such as physical check deposits.
  • Monitor and resolve client deposit exceptions.
  • Interface with the bank to ensure proper processing of client deposits.
  • Resolve transaction discrepancies between the firm’s internal system and the bank statement.
  • Work with compliance, risk, client service and other internal groups to resolve client issues related to deposits and withdrawals.
  • Implement process and system improvements to the cashiering systems and payment methods.
  • Participate in projects that help improve operations and enhance the client experience.


Qualifications & Experience:

The ideal candidate should have the following qualifications:

  • Bachelor’s degree in finance, economics, or other quantitative field
  • A high degree of comfort and fluency with computers and technology
  • Proficient in the use of Microsoft Excel and Word and use of these tools to present data clearly and concisely
  • Strong time-management skills and the ability to multitask and prioritize tasks
  • Excellent written and oral communication skills
  • Strong attention to detail
  • Experience in a similar position would be a plus.


To be successful in this position, you will have the following:

  • Self-motivated and able to handle tasks with minimal supervision.
  • Superb analytical and problem-solving skills.
  • Excellent collaboration and communication (Verbal and written) skills.
  • Outstanding organizational and time management skills.

 

Company Benefits & Perks

  • Competitive salary, annual performance-based bonus and stock grant
  • Retirement plan 401(k) with a competitive company match
  • Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium.
  • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
  • Paid time off and a generous parental leave policy
  • Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snack
  • Corporate events, including team outings, dinners, volunteer activities and company sports teams
  • Education reimbursement and learning opportunities
  • Modern offices with multi-monitor setups

 

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