Cash Management Operations Specialist

Job#: 3046141

Job Description:

Cash Management Operations Specialist

Location: Fort Mill, South Carolina (Hybrid - 3 days onsite, 2 Remote)

Role Overview

This role supports a department responsible for the movement of cash and assets, including various processes within Cash Management such as Journals, Receipts, Deposits, and Disbursements for both retirement and non-retirement products. The position involves operational processing and may require contact with internal and external clients. The specialist will conduct due diligence on transactions for potential AML and fraudulent activity, handle wire-related inquiries, and act as a subject matter expert for business partners.

Key Responsibilities

• Process transactions that are Not in Good Order, handle journal requests, correct errors, and manage disbursement work queues.
• Manage Divorce and Death Claim processing, along with some tax operations tasks.
• Conduct due diligence reviews on first and third-party wire transactions for potential AML and fraudulent activity.
• Handle inbound and outbound calls from advisors and clients regarding domestic and international wire inquiries.
• Verify third-party wire information directly with clients and assist with duties associated with a Cash Control team.
• Review reports to reconcile general ledgers, end-of-day balances for wires and checks, and rejection reports for ACH transaction updates.
• Stay current on new processes and controls, and participate in daily huddles and department meetings.

Required Qualifications

Education: A Bachelor's Degree is required, preferably in Business, Accounting, or Finance.

Experience: 2-3 years of experience in the brokerage or financial services industry is required.

Skills:

• Effective verbal and written communication skills.
• Ability to adapt to change and work independently as well as in a team.
• Capacity to problem-solve, articulate requirements, and escalate when necessary.
• Strong attention to detail with a high degree of accuracy and consistency.
• Ability to execute given tasks in a timely and accurate manner.

Technical Skills: Proficiency in Microsoft Office (Word, Excel, Access, PowerPoint), BETA (Mainframe), Documentum, Siebel, and SharePoint.

Preferred Qualifications

• FINRA Series 7/66 licenses are preferred.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

Employee Type:

Contract

Location:

Fort Mill, SC, US

Job Type:

Date Posted:

September 16, 2026

Pay Range:

$22 - $25 per hour

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