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Financial Services Processor 

Division CUSO Financial Services, L.P.  
Position Financial Services Processor  
Location San Diego, CA  
Full-Time/Part-Time Full-Time  

CUSO Financial Services, L.P. (CFS), a growing securities broker/dealer located in Scripps Ranch, is looking for a Cashiering Specialist to join our fun and successful organization. Our company culture fosters and encourages innovation and growth by promoting openness, flexibility and an entrepreneurial spirit. 

This position is responsible for the proper, efficient, and compliant handing of all incoming brokerage account deposit funding, answers questions from Registered Advisors and their staff, as well as internal departments of the firm. The position also involves data entry, electronic form updates and other job related duties.

Position Requirements

Candidates must have 3- 5 years of securities operations experience preferably with a strong knowledge of cashiering and anti-money laundering regulations and protocols. Qualified candidates will have a working knowledge of the pertinent client account information to review during funds movements to comply with regulations. Attention to detail, excellent communication and computer software skills are required. Strong working knowledge with of Microsoft Office applications preferred. Qualified candidates will have the ability to adapt and work well within a fast paced environment, be self-motivated with the ability to multi-task on a variety of projects at one time. Successful candidates are able to roll up their sleeves to be a team player with a positive, upbeat demeanor.

CFS works exclusively with some of the nation's largest credit unions. CFS offers credit union members full service financial planning and investment advice. It is a leader in providing high quality, state-of-the-art and strategic solutions to credit union members. To learn more about CUSO Financial Services, L.P. and to view our other opportunities, visit our website at

CFS has been nominated and recognized several years in a row as a great place to work in San Diego through the SHRM Workplace Excellence Awards. The team is fun, professional, dynamic and hard working.  CFS offers an excellent benefit package, bonus potential and profit sharing. EOE.

We look forward to hearing from you!


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