Cash Processing Specialist

Robert Half • Dallas, TX • 2h ago

Description We are looking for a dedicated Cash Processing Specialist to join our Trust Operations Outsourcing group in Dallas, Texas. In this role, you will manage cash transactions and ensure the accurate handling of financial processes to support client trust operations. The ideal candidate is meticulous, organized, and thrives in a fast-paced environment, bringing experience in cash management and financial transactions.

Responsibilities:

Process cash receipts and disbursements in alignment with client instructions and organizational standards.

Execute automated cash management trades to support financial operations.

Manage voided checks and handle stop payment requests efficiently.

Review wire transaction returns and communicate updates to clients promptly.

Facilitate effective communication with client service teams and address client inquiries as needed.

Assist with mail collection, sorting, and distribution tasks.

Perform additional responsibilities as assigned by management to ensure operational success. Requirements - Bachelor's degree in business administration, finance, or a related field preferred; alternatively, at least 2 years of experience in client service within banking or trust services.

Proficient in accounts payable, accounts receivable, and financial software such as QuickBooks.

Strong skills in data entry, invoice processing, and working with Microsoft Office tools, including Excel.

Excellent written and verbal communication abilities to interact effectively with clients and team members.

Demonstrated ability to manage multiple tasks and meet strict deadlines with precision.

Proven ability to work both independently and collaboratively in a detail-oriented environment.

Commitment to delivering high-quality client service with integrity and a strong focus on detail.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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