Finance Specialist

Finance SpecialistResponsibilitiesResearch, process, and resolve Certificate, Individual Retirement Arrangement (IRA), and Payable on Death (POD) requests from members, contact center, and branchIdentify suspicious or fraudulent activity, place holds, and report/provide necessary documentation for reviewProcess and place holds on deposited checksReview/add/edit beneficiaries on member accountsComplete certificate maturity instructionsOpen and close certificate productsAdditional duties may be added based off business need but will include trainingRequirementsAttention to detail and organizational skillsExperience working in a high volume, fast paced environmentEffective skill exercising initiative and using good judgment to make sound decisionsEffective organizational, planning, problem solving and time management skillsSystem One, and its subsidiaries including Joulé 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.