Join Mohr Talent as a Supervisor in the Cashiering Department, where you will lead a dedicated team ensuring compliance and efficiency in money movement operations. This role not only supports financial advisors but also fosters a collaborative environment focused on service excellence.
Key Responsibilities
Supervise daily operations within the Cashiering Department
Serve as the main contact for escalated issues related to money movement processes
Train and support advisors on tools, systems, paperwork, and AML requirements
Monitor systems and reports to maintain service quality and manage risk
Communicate system and procedural updates to advisors and internal staff
Collaborate with internal teams to improve the advisor experience
Manage projects assigned by senior leadership
Support end-of-year and tax season operations as needed
Perform other duties as assigned
Required Qualifications
Bachelor’s degree or equivalent industry experience
Experience supervising a team in a financial services or advisor support environment
Series 7 license required
Knowledge of money movement operations and related regulatory requirements
Strong communication, leadership, and organizational skills
Proficient in Microsoft Office
Preferred Qualifications
Series 24 preferred or ability to obtain within 6 months
CRPS preferred or ability to obtain within 12 months of request