🛠 Tech Stack

💼 About This Role

You'll support the Margin Department by processing check requests and deposits. You'll maintain accurate cashiering files and ensure compliance with firm policies. This role offers a collaborative culture and employee ownership.

🎯 What You'll Do

• Process check requests and review TRAX requests for accuracy
• Process daily check deposits
• Maintain daily cashiering file per procedures
• Assist other Associates with tasks as needed

📋 Requirements

• High School diploma or comparable work experience
• General knowledge of Microsoft Word, Excel, and Outlook
• Basic math skills and knowledge of general accounting principles
• Ability to work effectively in a fast-paced, deadline-oriented environment

✨ Nice to Have

• Familiarity with back-office computer system and TRAX workflow
• Working knowledge of compliance policies and procedures

🎁 Benefits & Perks

• 🏥 Medical, Dental and Vision
• 🏦 Company 401(k) and ESOP contribution
• 🏖️ Paid holidays + Generous sick, vacation, and parental leave
• 📚 Professional Development Opportunities
• 🎓 Tuition Reimbursement ($15,000 lifetime cap)