Finance Specialist - Cert/IRA

Job Title: Certificate/IRA Specialist
Location: Pensacola, FL
Hybrid: onsite 2-3 days a week
Pay Rate: Open to Both 1099 and W2 options
Position Type: Multiyear Contract

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

System One, and its subsidiaries including Joulé, ALTA IT Services, and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.


System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.


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Ref: #850-Rockville (ALTA IT)