Finance Operations Associate – Entry Level

Apex Systems; Pensacola (FL); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

ESPP

401K

HSA

EAP

Discount program

Certification prep

On-demand training

Job summary

Everforth Apex is seeking an entry-level Finance Specialist to support certificate, IRA, and POD request processing in Pensacola, onsite. You will research, process, and resolve requests, identify suspicious activity, and place holds as needed in a fast-paced environment.

Join a team that emphasizes accuracy, initiative, and sound judgment while offering comprehensive benefits, training, and development opportunities.

Qualifications

• Experience: Experience working in a high-volume, fast-paced environment.
• Skills: Attention to detail, organizational skills, planning, problem-solving, and time management skills. The role requires exercising initiative and using sound judgment for decision-making.

Responsibilities

• Process and place holds on deposited checks.
• Review, add, or edit beneficiaries on member accounts.
• Complete certificate maturity instructions.
• Open and close certificate products.
• Perform additional duties as assigned based on business needs.

Skills

Attention to detail

Organizational skills

Planning

Problem-solving

Time management

Initiative

Sound judgment

Job description

Everforth Apex is seeking an entry-level Finance Specialist to support certificate, IRA, and POD request processing in Pensacola, onsite. You will research, process, and resolve requests, identify suspicious activity, and place holds as needed in a fast-paced environment.

Join a team that emphasizes accuracy, initiative, and sound judgment while offering comprehensive benefits, training, and development opportunities.