Finance Specialist / Office Admin / Financial Admin Specialist

Job Description

Finance Specialist / Office Admin / Financial Admin Specialist

Location: Onsite role in Pensacola, FL

Duration: Long term ongoing with no end end date

Pay Rate: $17/hr on W2

Employment Type: W2

Eligibility: US CITIZENS / GREEN CARD HOLDERS / EAD HOLDERS ONLY (No Third Parties)

About the Role

This is an entry-level position directly with a direct banking client. The successful candidate will be responsible for researching, processing, and resolving various financial requests related to Certificates, Individual Retirement Arrangements (IRAs), and Payable on Death (POD) accounts. This role involves interaction with members, the contact center, and branches, requiring a keen eye for detail to identify and report suspicious or fraudulent activity.

Key Responsibilities (Day-to-day operations)

• Process and place holds on deposited checks.
• Review, add, and edit beneficiaries on member accounts.
• Complete certificate maturity instructions.
• Open and close certificate products.
• Identify suspicious or fraudulent activity, place necessary holds, and provide documentation for review.
• Additional duties may be added based on business needs, with training provided.

Required Skill Sets

• Attention to detail and strong organizational skills.
• Experience working in a high-volume, fast-paced environment.
• Effective skill in exercising initiative and using good judgment to make sound decisions.
• Effective organizational, planning, problem-solving, and time management skills.

To Apply

Please send qualified resumes directly to:

Shaily Sharma
Asst. Director – Talent Acquisition
Zillion Technologies Inc.
Phone: 908-487-4334
Email: shaily(at)zilliontechnologies(dot)com