Cash & Transfer Operations Specialist
About the Role
Global Advisers is seeking a Cash & Transfer Operations Specialist in Miami, FL to coordinate cash movement, transfer-of-assets, distribution, and account-funding workflows with strong controls around instructions, documentation, and client communication. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.
Responsibilities
- Process and monitor approved cash movement and transfer requests.
- Verify instructions, documentation, approvals, and custodian requirements.
- Track transfer-of-assets and account-funding progress and resolve exceptions.
- Maintain records and evidence for completed transactions.
- Coordinate with advisors, clients, and custodians regarding timing and status.
- Escalate unusual, incomplete, or potentially fraudulent requests immediately.
Qualifications
- Bachelor's degree or equivalent professional experience preferred.
- Two or more years of financial-services operations, banking, brokerage, or related experience preferred.
- Strong attention to detail and ability to follow transaction-control procedures.
- Strong communication and problem-resolution skills.
- Ability to recognize and escalate fraud, privacy, and authorization concerns.
Preferred Qualifications
- Experience with custodial money movement, ACATS/TOA workflows, or banking operations.
- Fraud-prevention or operational-risk experience.
Skills for This Role
Money Movement, Account Transfers / TOAs, Cash Management, Custodian Operations, Operational Risk, Document Management, Quality Control
How We Evaluate Candidates
Global Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.
Employment Notices
Equal Employment Opportunity
Global Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.
Reasonable Accommodation
Global Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact careers@globaladvisers.com. Requests for accommodation are considered in accordance with applicable law.
Employment Information
Role requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.