Operations Specialist, Cash Management

PEAK6

Operations Specialist managing cash management and disbursement processes for Apex Fintech Solutions. Detail-oriented role supporting financial operations under moderate supervision in a dynamic environment.

Posted 7/8/2026full-timeRemote • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in processing domestic and international wire transfers, ACH transactions, and check disbursements while adhering to Apex policies. Proficient in operational reporting and familiar with cash management practices and compliance standards.

Highest-signal resume keywords

Wire ProcessingCash ManagementFinancial Services OperationsSecurities Industry Essentials® (SIE®) ExamApex Clearing Systems

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Transaction ProcessingJournal EntriesException IdentificationQuality ReviewOperational Reporting

Soft Skills

Professional CommunicationTeam CollaborationAttention to Detail

Tools & Technologies

ExcelBack-Office Platforms

Certifications & Qualifications

Securities Industry Essentials® (SIE®) Exam

Industry Keywords

FinanceBusiness AdministrationEconomicsAMLRisk Management

About the role

Key responsibilities & impact

Process domestic and international wire transfers, ACH transactions, check disbursements, and journal entries in accordance with Apex policy and within required processing windows.
Review and validate Letters of Authorization s (LOAs) for journals and disbursements under the guidance of senior team members.
Identify transaction exceptions and escalate to management as appropriate.
Partner with the business (e.g., AML, Legal, and Risk teams) to resolve payment exceptions within required timeframes.
Follow Apex Cash Management SOPs and disbursement policy consistently across all transactions.
Perform self-review of own work prior to submission; participate in team quality review processes as directed.
Assist with the daily completion of supervisory checklist items, ensuring all required tasks, approvals, and signoffs are documented accurately and on time.
Respond to routine and ad hoc requests from clients and internal teams in a timely and professional manner.

Requirements

What you’ll need

Bachelor's degree in Finance, Business Administration, Economics, or a related field; or equivalent professional experience.
Minimum 1 year of experience in financial services operations; experience in cash management, wire processing, or disbursements preferred.
Demonstrated ability to process routine cash movement transaction types accurately under supervision.
Obtain a passing score on the Securities Industry Essentials® (SIE®) Exam within your first 90 days.
Comfortable working U.S. hours (night shift) in a remote environment.
Experience at a broker-dealer, clearing firm, or custodian preferred.
Familiarity with Apex Clearing systems or equivalent back-office platforms preferred.
Proficiency in Excel and operational reporting tools preferred.

Benefits

Comp & perks

healthcare benefits (medical, dental and vision, EAP)
competitive PTO
401k match
parental leave
HSA contribution match
paid subscription to the Calm app
generous external learning and tuition reimbursement benefits