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Treasury Management Associate Jobs in Boca Raton, FL

... treasury functions including cash management, collections, and reconciliations. * Implement and ... Associate's degree in accounting or a closely related field. * Excellent knowledge of business ...

Manage complex executive calendars, travel arrangements, correspondence, expense reporting, and ... Finance, Accounting & Treasury Coordination * Process, review, and coordinate approval of invoices ...

... associates to further team expertise * Partner with process owners and management on ... Specialized certifications such as Certified Treasury Professional (CTP) How you'll work: * This ...

Channel Sales Associate - CPA

West Palm Beach, FL · On-site +1

$13.50 - $18.50/hr

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and ... as a treasurer, team lead, or project lead) Why This Role * Uncapped earning potential ...

Channel Sales Associate - CPA

West Palm Beach, FL · On-site

$13.50 - $18.50/hr

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and ... as a treasurer, team lead, or project lead) Why This Role * Uncapped earning potential ...

Channel Sales Associate - CPA

Fort Lauderdale, FL · On-site

$13.50 - $18.25/hr

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and ... as a treasurer, team lead, or project lead) Why This Role * Uncapped earning potential ...

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Treasury Management Associate information

See Boca Raton, FL salary details

$29.3K

$54.2K

$84.2K

How much do treasury management associate jobs pay per year?

As of Jul 13, 2026, the average yearly pay for treasury management associate in Boca Raton, FL is $54,248.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,100.00 and $61,500.00 per year, depending on experience, location, and employer.
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Senior Investor Relations & Treasury Associate

Senior Investor Relations & Treasury Associate

Theorem Fund Services

Boca Raton, FL • Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago


Job description


Our Firm

Theorem Fund Services is a award winning multi-service fund administrator that offers a unique turn-key solution to investment managers. Theorem combines institutional-level technology with strong industry experience and a deep understanding of our clients' needs and goals.

Location

Remote in the United States

Essential Duties and Responsibilities

Investor Relations:

  • Review and process investor subscription and redemption documents
  • Complete KYC and AML verifications
  • Prepare FATCA/CRS filing
  • Generate investment confirmations and capital call letters
  • Manage user access to the interactive investor portal
  • Assist with answering inquiries from investors

Banking:

Assist clients with the bank account opening process for partner banks

  • Review wire disbursement requests for validity and compliance
  • Setup or review wire disbursements on the bank's portal
  • Provide ongoing support with banking related inquiries
  • Maintain banking master summary file containing contact information for each bank and other key operational details

Qualifications

  • Bachelor's Degree
  • Strong communication skills and the ability to interact both internally and externally in a professional manner with clients and colleagues
  • Ability to work independently in an organized manner and ensure timely responses to all requestsSome experience in hedge fund administration and/or banking/financial services preferred but not required
  • Minimum 1+ years of experience in Investor Relations (at a fund or fund administrator) or AML/KYC.

Benefits

  • 4 weeks paid vacation per year
  • 100% company paid health, dental, vision, short term disability, and life insurance for employee
  • Company sponsored retirement plan with company matching contributions


    Employment Type: FULL_TIME