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Cashiering Associate

Greenwich, CT

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

 

About INTERACTIVE BROKERS!

Interactive Brokers seeks an Associate to join its Global Client Payments & Cashiering team. The Global Client Payments & Cashiering team oversees deposits and withdrawals for the brokerage’s 3mm+ clients in over 200 countries and across 25+ currencies. This includes cashiering operations, bank partnership management, and client payment methods.

 

About your Team:

This is an entry-level position with significant opportunities for growth. The Associate will be expected to process incoming deposits, which include various global payment methods, and physical and mobile checks. The position will provide opportunities to participate in projects to make a range of improvements, from process automation to enhancing the client experience. The ideal candidate will be expected to be a problem solver, well-organized, and reliable team player. Daily communication with various departments, such as client service, technology, risk & compliance is expected. The candidate will be expected to pass their FINRA Series 99 Operations Professional Exam within the first year of employment.

 

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 systems 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.
  • Strong time-management skills and the ability to multitask and prioritize tasks.
  • Excellent written and oral communication skills.
  • Strong attention to detail.
  • Proficient in the use of Microsoft Excel is 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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