Job Description

We are seeking a proactive and experienced Supervisor to manage our Brokerage Cashiering team. In this role, you'll oversee client money movement operations, ensuring smooth processes, accuracy, and risk management while supporting financial advisors. If you thrive in a leadership position and are eager to drive operational excellence, we want to hear from you!

Key Responsibilities:

• Supervise and guide the Cashiering team, ensuring compliance with established policies and maintaining service level standards.
• Act as the go-to person for operational inquiries and escalations related to money movement processes.
• Train and assist advisors with money movement tools, systems, and compliance requirements, including paperwork and AML procedures.
• Regularly review systems and reports to maintain quality control and risk management.
• Stay updated on system improvements and procedural changes, ensuring advisors are well-informed.
• Collaborate with other departments to deliver a seamless, customer-centric experience.
• Take on special projects as assigned and be available for overtime during peak times, such as year-end and tax season.

What We’re Looking For:

• Good knowledge of money movement regulations and operational best practices.
• Excellent communication and service-oriented skills.
• Ability to lead and motivate a team, with strong problem-solving abilities in a fast-paced environment.
• Proficiency in Microsoft Office tools, with familiarity in Salesforce and NFS being a plus.

Requirements:

• Bachelor’s degree or equivalent experience in a relevant field.
• Background in financial services or advisor support.
• Supervisory experience is a must.
• Series 7 required; Series 24 preferred (or ability to obtain within 6 months).
• CRPS preferred

If you’re a natural leader with a passion for driving success, apply now and take the next step in your career!

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [email protected]

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