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Cash Operations Associate Jobs in Plano, TX (NOW HIRING)

Level Four

Trading & Operations Associate

Dallas, TX · On-site

Trading And Operations Associate Our team is growing, and we need you! Come be a part of this ... cash, etc. * Interface with the operations team on day-to-day tasks relating to new account ...

Sixth Street

Operations Associate

Dallas, TX · On-site

As an Operations Associate, you will be a part of the Sixth Street Global Operations Team and be ... Ensure appropriate cash and/or credit are available for new investments * Ensure investment cash ...

Sixth Street

Operations Associate

Dallas, TX

As an Operations Associate, you will be a part of the Sixth Street Global Operations Team and be ... Ensure appropriate cash and/or credit are available for new investments * Ensure investment cash ...

Tapcheck

Payment Operations Associate

Plano, TX · On-site

$24 - $28/hr

About the Job Tapcheck is looking for a Payments Operations Associate to join our growing team in ... cash advances. How We Get Things Done Our core values act as a steadfast guide, directing our ...

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All JobsCash Operations Associate JobsCash Operations Associate Jobs in Plano, TX

Cash Operations Associate information

See Plano, TX salary details

$10

$25

$51

How much do cash operations associate jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for cash operations associate in Plano, TX is $25.12, according to ZipRecruiter salary data. Most workers in this role earn between $17.02 and $28.99 per hour, depending on experience, location, and employer.

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 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 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 job categories do people searching Cash Operations Associate jobs in Plano, TX look for? The top searched job categories for Cash Operations Associate jobs in Plano, TX are:
What cities near Plano, TX are hiring for Cash Operations Associate jobs? Cities near Plano, TX with the most Cash Operations Associate job openings:
Cash Operations Associate jobs near you
Infographic showing various Cash Operations Associate job openings in Plano, TX as of June 2026, with employment types broken down into 64% Full Time, 34% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $52,246 per year, or $25.1 per hour.

Trading & Operations Associate

Level Four

Dallas, TX • On-site

Other

PTO

Posted 6 days ago

Job description

Trading And Operations Associate

Our team is growing, and we need you! Come be a part of this disruption in the financial services marketplace! By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas. We offer:

  • Casual work environment
  • Generous paid time off
  • Flexible work schedule
  • Great benefits
  • And more…

Come take your career path to the next level! The Level Four Capital Management (LFCM) Trading and Operations Associate is a key member of the LFCM team providing operational support to the portfolio management team responsible for the management of proprietary investment strategies and custom client solutions. Essential responsibilities and tasks of the Trading and Operations Associate are:

  • Ensure operational efficiencies and data integrity in support of the LFCM asset management platform, with an emphasis on collaboration and process development
  • Provide support for GIPS (Global Investment Performance Standards) verification process, including LFCM model assignments and changes, closing of accounts and working with various custodians/regulators to ensure all data accuracy and completeness
  • System and database data entry and maintenance to ensure database integrity (Black Diamond & Salesforce)
  • Manage operational and portfolio management reporting, including but not limited to, asset flow, custodian alerts, portfolio high cash, etc.
  • Interface with the operations team on day-to-day tasks relating to new account on-boarding to ensure client accounts are in good order before trading occurs in LFCM managed models
  • Serve as key point of contact between financial advisors and LFCM, providing support for account on-boarding and account transitions, ensuring a professional and proactive experience
  • Assist with monthly and quarter-end reporting to support financial advisors and industry database partners
  • Prepare and develop client proposals based on the specific needs and requests of financial advisors
  • Facilitate the creation and submission of fixed income paperwork for onboarding new clients to sub-advisor partners, such as Eaton Vance and First Trust.
  • Allocate fixed income trades, ensuring accurate booking of bond trades into accounts as received daily from sub-advisors.
  • Assist the trader in resolving trade discrepancies between fixed income sub-advisors, brokers, and custodians, ensuring timely and effective resolutions.
  • Assist the trader in resolving trade corrections, including completing and submitting forms to both the custodian and internal home office teams with prior approval
  • Review and monitor holdings amongst client strategies
  • Additional duties as required

Successful Trading and Operations Associate candidates will have:

  • Knowledge and experience in the securities industry in order to support the firm's investment management team and platform of SMA and asset allocation portfolios.
  • This position is critical to the efficient management, operations, implementation and tracking of client portfolios managed by the portfolio management team.
  • This professional will be able to work in the Dallas corporate office, reporting to the LFCM practice director.

Required:

  • Bachelor's degree in finance or related field
  • Must have prior experience in a financial services office/broker-dealer with knowledge of equity and fixed income markets as well as securities
  • Meticulous attention to detail and excellent organizational skills
  • Proven track record of providing exceptional proactive customer service; can communicate with confidence and professionalism in both face-to-face and phone interactions
  • Reliable and accountable; follows through on commitments start-to-finish
  • Possesses critical thinking, analytical and problem-solving skills
  • Has strong time-management skills; able to prioritize tasks
  • General computer and software knowledge in Microsoft Office Suite

Preferred:

  • Minimum 3 years of experience
  • FINRA series 7, 66, 63 and/or 65 registration
  • Securities license or willingness to obtain
  • Black Diamond
  • J AdvisorAccess, Schwab, and/or Fidelity Wealthscape

Icing on the cake:

  • Salesforce

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