Nov 26, 2025
New York Life Insurance Company
Location Designation: Hybrid - 2 days per week The NYLIFE Securities Cashiering Operations Representative will be responsible for working with clients to resolve highly sensitive, time critical issues with financial implications. They will be processing time-sensitive customer transactions that require review, research and communication with agents and clients to obtain proper course of action. Primary Responsibilities: * Electronic updating and processing of money movement transactions, including check and stock deposits, check, EFT and wire disbursements, rollovers, internal journals, establishing standing payment instructions, periodic investment plans, and Roth Conversions for brokerage accounts * Responding to customer and agent inquiries in a timely, efficient, and professional manner by quickly identifying the need and formulating an accurate response or solution * Learn and maintain an understanding of IRS, FINRA, SEC, DOL...
Professional Diversity Network
New York, NY, USA
Full-Time
