Job Detail

Customer Service Specialist- Cashiering Job Openings by TradePMR (Member FINRA/SIPC) in Gainesville

TradePMR (Member FINRA/SIPC) Recruitment 2021 - Job hunting is far-off from a nearby process. As much as we'd love to isolated apply for jobs that are a absolute fit, sometimes we locate ourselves in circumstances where we cant afford to be as selective as we'd with to be. When that’s the case, the job hunt process gets trickier to navigate, but by no means is it impossible to acquire a job youre overqualified for. Whats key is to acknowledge the recruiters concerns and/or objections to your overqualification and to quarters them candidly and clearly. Its important to understand where the recruiter is coming from hence you can offer them the proper assurance that youre not going to acquire bored and depart within a few months.

TradePMR (Member FINRA/SIPC) Jobs 2021

The latest jobs is from TradePMR (Member FINRA/SIPC) in Gainesville. TradePMR (Member FINRA/SIPC) present an opportunity to fill Customer Service Specialist- Cashiering that will be placed in Gainesville. If you are extracted and want to know the formations and requirements, please look the description below:

TradePMR is expanding our Operations Cashiering team. We are looking for a candidate who is detailed-oriented, self-motivated, flexible to change, and can balance many tasks at once. As a Cashiering Support Specialist, you will be performing cashiering functions in support of customer brokerage and retirement accounts.TradePMR is a locally owned corporation that specializes in providing technology solutions along with excellent customer service and support to Registered Investment Advisors and their staffs.ResponsibilitiesProcess incoming and outgoing Cashiering requests
Interact with advisors and their staff, and clients via phone, email, proprietary software, and mail
Liaise with clearing firm on a regular basis
Work collaboratively with internal departments
Participate in various company initiatives, such as testing and software rollouts
Process requests received for the cashiering department, including but not limited to ACH transfers, Fed Wire transfers, check distributions, journal entries, and custodian transfers
Deposit checks received by mail/courier
Validate, compile, and process daily advisor fee file
Conduct research based on advisor and/or client request

SkillsKnowledge of Cashiering related procedures and regulations
Basic understanding of financial markets and securities industry
High degree of organization
Ability to work accurately in a fast-paced environment
Ability to work independently
Strong phone skills
Ability to learn new software programs (intermediate level of both Word and Excel)
Efficient and accurate data entry skills
Proven professional written and verbal communication
Ability to work under a high volume, fast paced environment while meeting deadlines
Professional demeanor in verbal and written communication

RequirementsBachelor’s degree, preferably in finance, economics or a related field OR
Associate degree, with a minimum of two years’ experience in an office setting, preferably financial/banking industry OR
High school diploma or equivalent with a minimum of four years' experience in an office setting, preferably financial/banking industry
Understanding of financial rules and regulations, specifically IRA related topics

BenefitsMedical, Dental and Vision Insurance
HSA Savings
401(k) with up to 5% employer match
Paid Time Off, Holiday Pay, and Philanthropy Paid time off.
Employer Paid Life, STD, LTD and AD&D insurance
Casual Dress policy
Variety of company events to support our team environment
Creative and supportive culture
Refreshments available

About The CompanyTradePMR is a privately held brokerage firm (Member FINRA/SIPC) located in both Gainesville and Tampa, Florida. Since 1999, it has been a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients. At TradePMR, our primary goal is to provide the absolute highest level of support and services to financial advisors.In compliance with the Americans with Disabilities Act, TradePMR will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with Human Resources.TradePMR is an Equal Opportunity Employer. EEO/ADAJob Type: Full-timePay: $16.50 - $18.00 per hourBenefits:401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Life insurance
Paid time off
Paid training
Vision insurance

Schedule:8 hour shift
Monday to Friday

Education:Associate (Preferred)

Experience:Customer Service: 1 year (Preferred)

Work Location:One location

Work Remotely:No

Work Location: One location

Should you are interested and qualified, please apply in confidence by filling online application form at :

Notes :
  • Only qualified candidates that meet with the above requirements would be processed in this recruitment.
  • Only candidates that meet the above qualification will be shortlisted.

If you are not interested in Customer Service Specialist- Cashiering Gainesville December 2021 TradePMR (Member FINRA/SIPC) above, you can try to find your job by read related jobs from another company in Gainesville below.

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