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Robert Half Logo Robert Half · Finance

Cash Processing Specialist

United States, Dallas · Job Posted January 25, 2026
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Job 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.

Job Responsibility

  • 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

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
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