Investment & Cash Movement Associate

The Investments & Cash Movement Associate plays a critical role in supporting the operational investment activities of the Wealth Division, executing and monitoring client investment instructions and cash movement requests, and promoting an environment of teamwork within the department and across the bank.

Requirements

• Bachelor's degree in Finance, Accounting, or a related field
• 2–4 years of experience in financial services, preferably in investment operations, cash management, or client service
• Strong understanding of trading workflows, investment account types, custodial platforms, and private investment structures

Benefits

• Generous time off
• Paid time off to volunteer in the community
• Paid employee and family sick leave
• Paid parental leave
• 401(k) plan with 6% employer match and 100% immediately vested
• 3% non-elective company contribution; non-elective contribution vested after 3 years of service