Associate, Cashiering & Bill Pay jobs in United States
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IEQ Capital · 5 days ago

Associate, Cashiering & Bill Pay

positionDallas, TX
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. The Cashiering & Bill Pay Associate plays a key role in ensuring timely and accurate processing of client transactions, including cash movements and bill payments, while maintaining exceptional client service standards.

AdviceFinancial ServicesProfessional ServicesTax Consulting
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

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 communication and client service skills by conducting clear, professional callbacks to confirm client instructions and ensure accuracy of transactions
Reconcile daily cash movements and ensure that all transactions are properly recorded and balanced
Maintain transaction logs and supporting documentation for audit and compliance purposes
Collaborate with custodians and banks to resolve transaction discrepancies or delays
Follow internal control standards and comply with regulatory and firm policy requirements
Support periodic audits and reviews of cashiering and bill pay processes
Identify potential process improvements and assist in implementation of new procedures
Provide prompt and professional responses to internal and external inquiries related to cashiering or bill pay
Partner with advisors, operations, and accounting teams to ensure seamless client experience
Uphold a high level of confidentiality and discretion in handling client information

Qualification

Excel proficiencyCustodial systems knowledgeAttention to detailTime managementWritten communicationVerbal communicationTeam collaboration

Required

Bachelor's degree in Finance, Accounting, Business Administration, or related field (or equivalent experience)
Strong proficiency with Excel and familiarity with custodial systems (e.g., Schwab, Fidelity, Pershing, or similar)
Excellent attention to detail, accuracy, and time management skills
Strong written and verbal communication abilities
Ability to work independently while maintaining a collaborative team approach

Company

IEQ Capital

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IEQ Capital is an investment advisor that provides wealth management services.
dateFounded in 2019
location
West Los Angeles, California, USA
people-size201-500 employees
web-link
https://ieqcapital.com

H1B Sponsorship

IEQ Capital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2022 (2)

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Stone Point Capital
2023-01-19Private Equity

Leadership Team

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Eric Harrison
Managing Partner & Founder
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Recent News

PR Newswire
IEQ Capital Names Colin Mark-Griffin, Jeff Sawin, and Jeremy Wenner as Partners
2026-01-09
PR Newswire
IEQ CAPITAL OPENS NEW YORK CITY OFFICE, EXPANDING EAST COAST PRESENCE
2025-12-16
PR Newswire
IEQ Capital Opens New San Francisco Office, Expanding Bay Area Presence
2025-10-04
Company data provided by crunchbase