About Archer
Archer is a technology-enabled service provider that enables investment managers to manufacture solutions aligned with investor needs. With Archer’s fully integrated and robust technology platform, investment managers can maintain their proven investment process while outsourcing operations and technology to create a servicing model geared for growth. Archer has deep and broad-based experience working with asset managers, creating customized solutions to help them swiftly launch new products, streamline operations, and enter new distribution channels.
General Job Description:
As an Cash Processing Specialist at Archer, you will play a pivotal role in our investment operations, gaining exposure to various functions in the middle and back office. Your primary responsibility will be to oversee and manage cash requests from Financial Advisors (FA) and clients, ensuring their seamless integration into the Archer platform. Your attention to detail and ability to resolve cash raise requests efficiently will contribute to a smooth trading process, ultimately ensuring client satisfaction. This position is a hybrid position.
Responsibilities:
- Receive, analyze, and process cash requests from Financial Advisors and clients.
- Investigate and resolve any discrepancies related to cash transactions promptly.
- Collaborate with relevant teams to address and rectify cash-related issues.
- Maintain clear and effective communication with Financial Advisors and clients regarding cash-related matters.
- Identify opportunities to improve cashflow processes and implement enhancements.
- Prioritize client satisfaction by meeting their cashflow needs accurately and promptly.
- Generate and review reports related to cashflow activities
Position Requirements/ Desired Skills
- Bachelor’s degree in business, finance, or related field preferred
- 1-2 years of retail reconciliation experience required.
- Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality
- Strong verbal and written communication skills required
- Strong problem-solving skills and attention to detail
- Team player with a positive attitude who can effectively train and supervise others
- Self-starter attitude
- Ability to adapt to change in a dynamic environment
- Excellent computer skills, specifically with Microsoft Office products with an ability to quickly learn new software applications, specifically proprietary systems
- Hustle required
We are a proud Equal Opportunity Employer
