Associate, Cashiering & Bill Pay

Job description

Who are we? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. The Role: The Cashiering & Bill Pay Associate plays a key role in ensuring timely and accurate processing of client transactions, including incoming/outgoing cash movements, bill payments, and related reconciliation activities. This position requires a high level of attention to detail, organizational skills, and commitment to maintaining exceptional client service standards. · Process incoming and outgoing cash, check, and wire transactions with accuracy and adherence to firm procedures. · Initiate and verify ACH and wire transfers through custodial platforms. · Demonstrate strong...