Associate, Cashiering & Bill Pay

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. The Cashiering & Bill Pay Associate plays a key role in ensuring timely and accurate processing of client transactions.

Requirements

• 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

Benefits

• Paid Time Off
• Retirement Plan
• Health Insurance
• Life Insurance
• Disability Insurance
• Employee Assistance Program