Whether you’re a recent graduate ready to get your foot in the door or someone who’s already started building experience in finance, this is a great opportunity to develop your career with a reputable financial institution. You'll gain hands-on experience in account operations, fraud detection, and compliance—all in a hybrid role with long-term potential.
As a Finance Assistant , you’ll work directly with internal teams and member accounts, processing sensitive financial requests and supporting day-to-day operations that are critical to the business.
Key Responsibilities:
Process and resolve account requests for Certificates, IRAs, and Payable on Death (POD) accounts
Identify and report potentially fraudulent activity; apply account holds when necessary
Ensure proper documentation is collected, reviewed, and submitted for compliance
Collaborate with contact center and branch teams to resolve member needs
Assist with record-keeping and internal audits
Hybrid Flexibility: Work-from-home opportunities with in-person collaboration in Pensacola, FL
Career Starter or Step-Up: Ideal for recent grads or early-career professionals looking to deepen their experience
Skill Development: Learn operational finance, compliance procedures, and fraud detection from the inside
Long-Term Growth: Multi-year contract with a strong, stable team environment
Professional Experience: A great resume-building opportunity in financial services
You meet the requirements if you have:
A bachelor’s degree in Finance, Accounting, Business, or a related field
OR
At least 1 year of experience in a financial institution or operations-based role
And you bring:
Strong attention to detail and organizational skills
The ability to work in a high-volume, fast-paced setting
Sound decision-making, time management, and problem-solving abilities
A proactive mindset and strong communication skills
Exposure to IRA, certificate, or POD account processing
Experience in fraud detection, compliance, or financial operations
Internship or entry-level experience in a bank, credit union, or similar organization
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