Finance Specialist - Entry level Job at Edge Services, Pensacola, FL

QjBKOXFmWWR5bFVhMHdNYnpvVjV1a3d4Mmc9PQ==
  • Edge Services
  • Pensacola, FL

Job Description

Job Description

Job Description

This is an entry-level position.

Job Description:

To research, process, and resolve Certificate, Individual Retirement Arrangement (IRA), and Payable on Death (POD) requests from members, contact center, and branch. Identify suspicious or fraudulent activity, place holds, and report/provide necessary documentation for review.

Required Skill Sets:

1. Attention to detail and organizational skills

2. Experience working in a high volume, fast paced environment

3. Effective skill exercising initiative and using good judgment to make sound decisions

4. Effective organizational, planning, problem solving and time management skills

For day-to-day operations in the role, the selected candidate can expect to:

1. Process and place holds on deposited checks

2. Review/add/edit beneficiaries on member accounts

3. Complete certificate maturity instructions

4. Open and close certificate products

5. Additional duties may be added based off business need but will include training

Job Tags

Similar Jobs

Topnotch Executive Staffing

Scientific Records Management Assistants Job at Topnotch Executive Staffing

 ...Job Description Job Description Pay: CA$18.90 per hour Job description: Job Title: Records Management Assistant Location: North York, ON (on-site) Duration: 6 months, with possible extension Hours: Full-time, (Monday Friday, 9:00 a.m. 4:45 p... 

Motion Recruitment

Senior Java Engineer / Hybrid in Chicago South Suburbs / Insurance Job at Motion Recruitment

 ...microservices, REST APIs)~ Background in insurance or financial services (auto insurance strongly preferred)~ Bachelors degree in Computer Science or related field \n Desired Skills & Experience Exposure to Guidewire or other insurance core platforms is a plus... 

MCKEEVER ENTERPRISES INC

Cake Decorator Job at MCKEEVER ENTERPRISES INC

 ...Job Description Job Description Description: Now Hiring: Cake Decorator Bring Joy to Every Celebration at McKeevers Price Chopper! Do you have a creative touch and a passion for making special occasions even sweeter? McKeever Price Chopper is looking for a... 

GRAYLING ASSOCIATES INC

Executive Recruiter Job at GRAYLING ASSOCIATES INC

 ...Job Description Job Description Grayling is Hiring MULTIPLE Executive Recruiters: On-Site- Bloomfield, CT and Fort Lauderdale, FL*This is not a remote position* Grayling Associates, Inc ., is the leading Financial Services recruiting and... 

Ava Rejuvenation

Aesthetic Nurse Job at Ava Rejuvenation

 ...Employee discounts Flexible schedule Paid time off We are a Wellness and Rejuvenation Practice seeking a highly motivated Aesthetic Nurse to join our team, perform Laser Hair Removal, Botox and Filler Injections, Eurothreads, CoolSculpting and Laser Rejuvenation to...