Onsite Contract Finance Specialist: Certificates & IRA Ops

System One; Pensacola (FL); On-site; USD 40,000 - 64,000; Part time

Job summary

System One is seeking a Finance Specialist for a contract role in Pensacola, FL. The position focuses on researching, processing, and resolving Certificate, IRA, and POD requests from members, contact centers, and branches to ensure accuracy and timely service.

The role requires handling high-volume transactions, identifying suspicious activity, placing holds, and maintaining beneficiary records. Onsite work supports collaboration and compliance with procedures and product operations.

Qualifications

• Experience in a high-volume, fast-paced financial environment.
• Strong attention to detail and organizational skills.
• Ability to exercise initiative and sound judgment.

Responsibilities

• Research, process, and resolve Certificate, IRA, and POD requests from members, contact center, and branch.
• Identify suspicious or fraudulent activity, place holds, and report/document for review.
• Process and place holds on deposited checks.
• Review/add/edit beneficiaries on member accounts.
• Complete certificate maturity instructions.
• Open and close certificate products.
• Additional duties may be added based on business need with training.

Skills

Attention to detail

High-volume environment

Decision making

Time management

Job description

System One is seeking a Finance Specialist for a contract role in Pensacola, FL. The position focuses on researching, processing, and resolving Certificate, IRA, and POD requests from members, contact centers, and branches to ensure accuracy and timely service.

The role requires handling high-volume transactions, identifying suspicious activity, placing holds, and maintaining beneficiary records. Onsite work supports collaboration and compliance with procedures and product operations.