🛠 Tech Stack

💼 About This Role

You'll process financial transactions and support management to help meet team productivity goals. You'll work with high-profile, complex transactions and maintain accurate financial records. This role is essential to protecting customers against life's uncertainties.

🎯 What You'll Do

• Process transactions to meet team productivity goals.
• Handle high-profile, complex transactions.
• Maintain accurate financial records and create journal entries.
• Process remote bank deposits.

📋 Requirements

• High School Diploma or equivalent
• 2-5 years of financial processing experience
• Proficiency in 10-key and typing
• Expertise in Microsoft Office products

✨ Nice to Have

• Exposure to financial systems like Gemini, NextGen, LifeComm
• Experience with SAP, Journal Vouchers, remote deposit processes
• Ability to research and resolve complex customer requests

🎁 Benefits & Perks

• 🏖️ Paid time off
• 🏥 Health insurance
• 💰 Retirement plans
• 📚 Training and development
• 🎯 Performance bonuses

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Application Review· 1 week
2. 2Phone Screening· 30 min
3. 3In-Person Interview· 1 hour

🚩 Heads Up

• Requires ability to lift up to 30 pounds for desk job
• Mandatory onsite 5 days a week in Birmingham
• Multiple financial systems required but training may be lacking