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Cash Operations Associate Jobs in Philadelphia, PA

Stifel

Trust Operations Associate

Greenville, DE

Process a variety of cash transactions, including receipts and disbursements. * Submit requests ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

Stifel

Trust Operations Associate

Greenville, DE · On-site

Process a variety of cash transactions, including receipts and disbursements. * Submit requests ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

Stifel

Trust Operations Associate

Greenville, DE · On-site

Process a variety of cash transactions, including receipts and disbursements. * Submit requests ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

MM International

Treasury Associate

Folsom, NJ · On-site

NJ, 08037 Pay Rate - $40 on W2 Summary The Treasury Specialist Associate will support the Treasury department by managing daily cash operations and financial transactions for clients and its ...

Vestwell

Associate, Custody Operations

King Of Prussia, PA · Hybrid

$65K - $75K/yr

Review incoming cash, wires, and checks coming onto our trust accounting system * Processing of ... Respond to a high volume of complex operational correctional issues for internal teams * Identify ...

Vestwell

Associate, Custody Operations

King Of Prussia, PA · On-site

$65K - $75K/yr

Review incoming cash, wires, and checks coming onto our trust accounting system * Processing of ... Respond to a high volume of complex operational correctional issues for internal teams * Identify ...

Vestwell

Associate, Conversions

King Of Prussia, PA · Hybrid

$65K - $75K/yr

Review and record cash and in-kind asset transfers in the trust accounting system * Work with sub ... Manage all operational aspects of the installation process, including coordinating with ...

Vestwell

Associate, Conversions

King Of Prussia, PA · On-site

$65K - $75K/yr

Review and record cash and in-kind asset transfers in the trust accounting system * Work with sub ... Manage all operational aspects of the installation process, including coordinating with ...

CarMax, Inc.

Business Office Associate

King Of Prussia, PA · On-site

$21.86 - $24.61/hr

Handle cash management tasks, including receiving payments, preparing deposits, and maintaining security protocols. * Train and mentor new associates and support store operations by assisting ...

Carmax

Business Office Associate

King Of Prussia, PA · On-site

$21.86 - $24.61/hr

Handle cash management tasks, including receiving payments, preparing deposits, and maintaining security protocols. * Train and mentor new associates and support store operations by assisting ...

Carmax

Business Office Associate

King Of Prussia, PA · On-site

$21.86 - $24.61/hr

Handle cash management tasks, including receiving payments, preparing deposits, and maintaining security protocols. * Train and mentor new associates and support store operations by assisting ...

KeyBank

Financial Wellness Associate

Warrington, PA · On-site

$19.23 - $28.37/hr

Financial Wellness Associate - Bilingual Spanish or Russian a plus. Description: Location: 280 ... cash operations. * Strong communication, trust-building, and relationship management skills to ...

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All JobsCash Operations Associate JobsCash Operations Associate Jobs in Philadelphia, PA

Cash Operations Associate information

See Philadelphia, PA salary details

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$26

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How much do cash operations associate jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for cash operations associate in Philadelphia, PA is $26.37, according to ZipRecruiter salary data. Most workers in this role earn between $17.88 and $30.43 per hour, depending on experience, location, and employer.

What is a cash operations associate?

Cash Operations Associates are financial professionals responsible for managing and processing cash transactions within an organization, such as deposits, withdrawals, and reconciliations. They ensure the accurate and timely recording of cash movements and help maintain the integrity of financial records. Their duties often include monitoring cash flows, resolving discrepancies, and supporting other finance or treasury functions. Strong attention to detail, organizational skills, and familiarity with financial systems are essential for this role.

What are the key skills and qualifications needed to thrive as a cash operations associate?

To thrive as a Cash Operations Associate, you need strong analytical skills, attention to detail, and a background in finance, accounting, or business administration. Familiarity with banking software, reconciliation tools, and Microsoft Excel is typically required, and some employers may prefer candidates with certifications like the Certified Treasury Professional (CTP). Exceptional organizational skills, problem-solving abilities, and effective communication set top performers apart in this role. These skills are crucial for ensuring accurate financial transactions, minimizing errors, and supporting the smooth operation of cash management processes.

What are some typical challenges cash operations associates face when reconciling transactions, and how can these be managed effectively?

Cash Operations Associates often encounter challenges such as transaction discrepancies, tight deadlines for end-of-day balancing, and handling high transaction volumes. Effective management involves maintaining strong attention to detail, using reconciliation software efficiently, and collaborating closely with team members in accounting and treasury. Promptly investigating discrepancies and following standardized escalation procedures can help minimize errors and ensure timely resolution. Regular communication with other departments is also key to resolving issues quickly and maintaining smooth cash flow operations.

What is the difference between Cash Operations Associate vs Cash Management Specialist?

AspectCash Operations AssociateCash Management Specialist
CredentialsTypically requires a high school diploma or associate degree; certifications like cash handling or banking certifications are a plusOften requires a bachelor's degree in finance, accounting, or related field; certifications such as CAMS or CTP may be preferred
Work EnvironmentBank branches, retail locations, or corporate cash handling departmentsCorporate finance departments, banking institutions, or treasury teams
Employer & Industry UsageFinancial institutions, retail companies, and cash-intensive businessesBanking, corporate finance, and treasury management sectors

The main difference is that a Cash Operations Associate focuses on daily cash handling, processing transactions, and ensuring accuracy at the operational level. In contrast, a Cash Management Specialist handles broader cash flow strategies, forecasting, and optimizing cash resources within an organization.

What are popular job titles related to Cash Operations Associate jobs in Philadelphia, PA?

For Cash Operations Associate jobs in Philadelphia, PA, the most frequently searched job titles are:

What job categories do people searching Cash Operations Associate jobs in Philadelphia, PA look for?

The top searched job categories for Cash Operations Associate jobs in Philadelphia, PA are:

What cities near Philadelphia, PA are hiring for Cash Operations Associate jobs?

Cities near Philadelphia, PA with the most Cash Operations Associate job openings:

Cash Operations Associate jobs near you
Infographic showing various Cash Operations Associate job openings in Philadelphia, PA as of June 2026, with employment types broken down into 55% Full Time, 43% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $55,084 per year, or $26.5 per hour.

Trust Operations Associate

Greenville, DE

Stifel
Commercial Banking • 201 - 500 employees
Learn more about Stifelexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let's talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Trust Operations Associate will process a wide variety of transactions. The Associate must be aware of impacts on customer statements while processing. This role will work with the Trust Company outsourcing partners to initiate requests and resolve issues.

What We're Looking For
  • Coordinate and track corporate action elections.
  • Monitoring DDA account for incoming and outgoing activity.
  • Complete Daily Bank Deposit/Sweep reconciliation and wire processing.
  • Ensure transactions are processed adequately according to policies and procedures.
  • Process a variety of cash transactions, including receipts and disbursements.
  • Submit requests daily to the trust company outsourcing partners via forms, online requests, e-mail, or phone calls. Interact with outsourcing partners to follow up on requests and resolve any issues.
  • Distribute daily reports.
  • Set up and maintain financial advisor access to the online system.
  • Scan, image, and index documents into document retention software.
  • Additional duties and special projects as assigned.
What You'll Bring
  • Proficient in Microsoft Outlook and Microsoft Office Suite, in particular Excel. The ability to create and maintain spreadsheets is required.
  • Ability to communicate effectively (written and verbal) on the phone and in person as appropriate for the audience's needs; uses excellent grammar, courteous and efficient telephone and office etiquette; effectively conveys information.
  • Managing one's own time and priorities to ensure the meeting of deadlines.
  • Skilled at finding and using traditional and creative methods of solving the problem.
Education & Experience
  • Minimum Required: High School Diploma or equivalent work experience.
  • Minimum Required: 1+ years of related experience in financial services.
Licenses & Credentials
  • Minimum Required: None.
Systems & Technology
  • Proficient in Microsoft Excel, Word, and Outlook.
About Stifel

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law.  If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.

Stifel is an Equal Opportunity Employer. 

Employment Type: FULL_TIME

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