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Job Description
Finance Specialist / Office Admin / Financial Admin Specialist | Zillion Technologies Inc.
The Tone:
This is an entry-level role with a direct banking client, located onsite in Pensacola, FL. The client is focused on providing financial services and support to its members. This role is crucial for ensuring the accurate and timely processing of financial requests related to various account types, while also safeguarding against fraudulent activities.
The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Pensacola, FL
• Pay: $17 hourly
• Mission: Research, process, and resolve financial requests for Certificates, IRAs, and POD accounts, while identifying and reporting suspicious activity.
What You’ll Actually Do
• Check Processing: Process and place holds on deposited checks as required.
• Account Management: Review, add, and edit beneficiaries on member accounts to ensure accuracy.
• Certificate Management: Complete certificate maturity instructions for various accounts.
• Product Administration: Open and close certificate products based on client needs.
• Fraud Prevention: Identify suspicious or fraudulent activity, place necessary holds, and provide documentation for review.
The Must-Haves
• Background: Early Career role within a financial services or banking environment.
• Experience: Prior experience working in a high-volume, fast-paced environment.
• Skills: Strong attention to detail, effective organizational skills, sound judgment for decision-making, problem-solving abilities, and efficient time management.