Cashiering Account Specialist

Grand Rapids, MI
Full Time
Join one of the fastest growing asset management firms in the United States.

Cashiering Account Specialist

This position is part of the Trading Team at FormulaFolios. A Cashiering Account Specialist will work quickly and efficiently to service the 300 advisors in our network. It is imperative that they answer phone calls and emails promptly and professionally. Company information must be retained, as the Cashiering Account Specialist must be able to assist with all incoming inquiries. Knowledge in finance will be extremely helpful. Distribution requests must be done in real time via an internal account tracking system. Accurate distribution request tracking creates transparency among all team members, and will result in a very organized and professional environment. A general understanding of each custodial platform, and proper account documentation is required.

Core Daily Activities

    • Document and submit each request
    • Place trades according to each request
    • Solve any issues if a request is not submitted accurately
    • Release the funds to the client
    • Communicate Banking terms in a clear and concise manner


    • Bachelors degree in Business, Finance, Economics preferred but not required
    • 1-3 years of experience in the Financial Industry preferred but not required
    • Banking or Trading experience preferred but not required
About us

FormulaFolio Investments is a Registered Investment Advisor (RIA) that uses money management algorithms to eliminate emotion from the investment processes and empower financial advisors to better serve their clients.

Founded in 2011, FormulaFolios serves hundreds of financial advisors and thousands of clients nationwide, managing over $3.3 billion in assets. It has been named to the Inc 5000 list of the fastest-growing private companies in America for the fifth consecutive year. We believe in doing good—for our clients and partners, our employees and our community. We strive to not only have a positive impact on our clients’ lives but also be socially and environmentally conscious so that we can provide value to the world around us. FormulaFolios is headquartered in Grand Rapids, MI with a second office in Costa Mesa, CA.

We offer premium, top-of-the-line benefits with paid time off and a great work schedule.