Job Results
Financial Services
Posted 4 weeks
Tax Accountant (SALT)
Archer Lewis - Jacksonville, FL 32210
Are you ready to join one of the fastest-growing accounting firms in the nation? At Archer Lewis, we’re proud of our rapid growth and success as we seek to serve local businesses and their owners across the country. We’re looking for passionate individuals to help us on our mission of freeing up our clients to focus on their passions. If you’re seeking a rewarding career in a thriving firm where your expertise and contributions truly make an impact, Archer Lewis is the place for you. Who We Are: Archer Lewis is driven by the simple mission of helping local businesses and their owners spend less time on tax and accounting and more time on their passions. As one of the fastest-growing accounting firms in the country, we are delivering our exceptional client service to new clients every day. With a focus on integrity and humility, we’ve built a culture where our people are empowered to grow professionally and deliver value to clients across a variety of industries. As we expand our national footprint, we’re dedicated to maintaining the highest standards of accounting while fostering an environment that supports teamwork, development, and career advancement. Tax Accountant – Entry-Level (SALT) Location: Jacksonville, FL Type: Full-time FLSA Status: Exempt At Archer Lewis, you’ll join one of the nation’s fastest-growing accounting firms—an organization that means to help you build a meaningful career in the profession. We help business owners spend less time buried in accounting and more time doing what they love, and we bring that same philosophy to our people. Here, you’re trusted from day one, encouraged to think creatively, and given real opportunities to make an immediate impact. Our culture is built on humility, integrity, and teamwork—where smart, curious people come together to solve problems, support each other, and grow fast. If you’re looking for a place where your ideas matter, your work creates real value, and your career trajectory accelerates, Archer Lewis is the opportunity you don’t want to overlook. Job Summary: We are seeking a detail-oriented and motivated Entry-Level Tax Accountant to join our State and Local Tax (SALT) team, with a focus on sales tax compliance. This role will support the preparation and filing of sales tax returns, assist with jurisdictional registrations, respond to notices, and contribute to meeting monthly compliance deadlines. The ideal candidate is organized, eager to learn sales tax theory and compliance processes, and able to thrive in a fast-paced, deadline-driven environment. Key Responsibilities: Tax Compliance and SALT Operations Learn sales tax theory and associated compliance processes Assist in the preparation and completion of monthly sales tax filings Support monthly filing deadlines to ensure timely compliance Prepare sales tax registration applications Perform filing and related clerical responsibilities Contact taxing jurisdictions to resolve notices and inquiries Assist with maintaining organized client tax records and documentation Team Collaboration and Process Support Participate in and contribute to achieving team goals Communicate clearly and professionally with internal team members Identify opportunities to improve processes and workflow efficiency Support additional SALT-related projects as needed Qualifications and Skills: Education Bachelor’s degree in Accounting, Finance, or a related field (required) Experience 0–2 years of accounting or tax experience (internship experience welcomed) Technical Skills Proficiency in Microsoft Excel General familiarity with Microsoft Office Suite Microsoft Access knowledge is a strong plus Soft Skills Excellent organizational and time management skills Strong attention to detail Ability to multi-task and meet deadlines Strong verbal and written communication skills Self-motivated with the ability to work independently Benefits & Flexibility: At Archer Lewis, we offer a comprehensive and competitive benefits package, including: Flexible Paid Time Off (FTO) Medical Insurance (Full coverage) Dental Insurance Vision Insurance 100% Employer-Paid Short-Term Disability Insurance 100% Employer-Paid Long-Term Disability Insurance Health and Wellness Resources Career Development and Continuing Education Opportunities Collaborative, Growth-Oriented Work Environment This job description is intended to describe the general nature of the work performed. Responsibilities may evolve based on business needs and the strengths and interests of the individual. .
Posted 4 weeks
Controller
Orange Park, FL 32073
Job Title: Healthcare Controller Company: Coastal Health Location: Orange Park Florida About Coastal Health Coastal Health is a growing healthcare multi specialty group dedicated to providing high-quality, patient-centered care across our primary care practices. As we continue to expand, we are seeking an experienced Healthcare Controller to oversee financial operations and support strategic growth. Position Summary The Healthcare Controller is responsible for managing the financial operations of the organization, including accounting oversight, financial reporting, budgeting, and compliance. This role will work closely with executive leadership to ensure financial accuracy, operational efficiency, and long-term financial stability. Key Responsibilities Oversee daily accounting operations, including accounts payable, accounts receivable, and general ledger management Prepare and analyze monthly, quarterly, and annual financial statements Ensure compliance with healthcare financial regulations and accounting standards Manage budgeting, forecasting, and financial planning processes Monitor cash flow and financial performance across practice locations Collaborate with leadership to support strategic financial decisions and growth initiatives Oversee payroll coordination and financial reporting accuracy Support audits, tax preparation, and regulatory reporting Identify opportunities to improve financial processes and operational efficiencies Qualifications Bachelor’s degree in Accounting, Finance, or related field (CPA preferred) 5+ years of accounting or finance experience, preferably within healthcare Strong knowledge of healthcare financial operations, revenue cycle, and reporting Experience managing accounting systems and financial reporting tools Excellent analytical, leadership, and organizational skills Ability to work in a fast-paced, growing healthcare environment Benefits Competitive salary based on experience Full benefits package 3 weeks of paid time off (PTO) 7 paid holidays Opportunity to grow with a rapidly expanding healthcare organization Supportive leadership and team environment How to Apply Qualified candidates are encouraged to submit their resume and a brief cover letter outlining their experience in healthcare finance and accounting.
Posted 4 weeks
Accounting Associate
Orange Park, FL 32073
Job Title: Accounting Associate Company: Coastal Health Location: Florida About Coastal Health Coastal Health is a growing multi-specialty healthcare organization committed to providing high-quality, patient-centered care across our practices. As we continue to expand, we are looking for a reliable and detail-oriented Accounting Associate to join our finance team and support daily financial operations. Position Summary The Accounting Associate will support the accounting and finance department with daily financial activities, including deposit management, payroll assistance, and general accounting support. This role is ideal for someone who is organized, detail-oriented, and comfortable working in a fast-paced healthcare environment. Key Responsibilities Prepare and process daily deposits from multiple practice locations Assist with payroll processing and payroll-related documentation Support accounts payable and accounts receivable functions as needed Maintain accurate financial records and documentation Assist with reconciliations and financial reporting tasks Work with practice managers to ensure accurate financial submissions Support the accounting team with administrative and financial duties Perform other accounting and finance-related duties as assigned Qualifications Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred 1–3 years of accounting or bookkeeping experience preferred Healthcare accounting experience is a plus but not required Strong attention to detail and organizational skills Proficiency with Microsoft Excel and accounting software Ability to manage multiple tasks and meet deadlines Benefits Competitive salary based on experience Full benefits package Health, dental, and vision insurance Paid time off Paid holidays Opportunities for growth within a growing healthcare organization How to Apply Interested candidates should submit their resume for consideration. Join Coastal Health and become part of a team dedicated to supporting quality healthcare in our community.
Posted 4 weeks
Tax Director
Everbank - Jacksonville, FL 32202
Tax Director The Tax Director job plays a critical role in managing the bank's tax compliance, reporting, and planning functions. This job will provide strategic tax guidance, ensure compliance with local, federal, and international tax regulations, and work cross-functionally with other departments to optimize the bank's tax position. The Tax Director will also be responsible for managing tax audits, coordinating tax filings, and supporting senior leadership in the execution of the bank's tax strategy. Key Responsibilities and Duties Oversee the preparation and review of the bank's tax returns in compliance with domestic and international tax laws. Ensure timely and accurate filing of all tax returns and required documentation, including working with external advisors where necessary. Review and ensure proper tax provisions and effective tax rates are accurately reflected in the financial statements. Develop and implement tax strategies that minimize the bank's effective tax rate, optimize tax credits, and ensure compliance with all applicable regulations. Provide advice on the tax implications of new business activities, products, and transactions. Conduct tax research on regulatory changes and evolving tax laws, making recommendations on necessary adjustments to bank policies and processes. Oversee tax audits and lead the resolution of tax disputes. Work with external advisors and authorities to address any inquiries, assessments, or penalties. Review and prepare responses to notices or requests from tax authorities. Lead and mentor a team of tax professionals, providing guidance and development opportunities. Work closely with senior executives, finance, legal, and other departments to ensure alignment of tax strategies with business objectives. Present tax updates and strategic recommendations to senior management and other key stakeholders. Identify opportunities for process improvements within the tax function and implement best practices. Assess and manage tax risks, including conducting tax risk assessments and mitigating potential liabilities. Oversee and lead M&A projects and advise internal business lines on tax implications and strategies for various strategies. Educational Requirements University (Degree) Preferred Minimum Qualifications 5+ years of progressive tax experience which must include experience in tax compliance, reporting, and coordinating audits within large organizations or financial institutions Ability to manage tax filings, prepare provisions, and ensure compliance across jurisdictions Preferred Qualifications Master's degree in taxation, Accounting, Finance, or related field; CPA or JD/LLM in Tax strongly preferred 7+ years of tax leadership experience within banking, financial services, or regulated industries Extensive tax provision experience, including ASC 740 compliance and effective tax rate management Previous experience leading direct reports Role Specific Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 9PL Requirements: Posting end date: 3/9/26 Req Benefits: EverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company: Medical, dental, vision & HSA/FSA 401(k) savings Paid holidays & generous PTO Additional wellness & voluntary benefits Additional Company-provided benefit options (subject to plan terms): Tuition reimbursement Commuter Benefits Life and Disability Insurance Compensation: $176,000 - $238,100 Additional Details : EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers
Posted 4 weeks
Senior Accountant, Baptist Southbank
Baptist Health - Jacksonville, FL 32207
Job Summary Baptist Medical Center is currently hiring for a Senior Accountant to join our Finance and Accounting Team at our Southbank Plaza location here in the Jacksonville, FL area. As a Senior Accountant at Baptist Health’s Southbank Plaza, you’ll play a key role in maintaining the accuracy and integrity of our financial records. Your week will include managing fixed assets and work-in-progress updates, reviewing and processing capital requisitions, and ensuring monthly closing schedules are met. You’ll prepare and post journal entries, reconcile accounts payable and materials, and compile monthly statistical and sales tax reports. You’ll also support audit preparation and reporting related to property, plant, and equipment. In this role, you’ll work closely with the Finance and Accounting team to provide timely, accurate financial data that supports informed decision-making and the continued growth of Baptist Health. As a Senior Accountant, you will be responsible for: Provide leadership appropriate to a senior level accountant Prepare accurate General Ledger, Journal entries are prepared from information obtained from various entities systems to record monthly revenue and expenses Reviewed General Ledger and Financial reports for accuracy, reasonableness, and GAAP compliance Reconcile balances Prepares and distributes month end financial reports Complete all assigned audit and tax work papers accurately and be deadline provided Prepares and files accurate and timely city, state, and federal reports as assigned Assists and participates with inventory counts, cash control audits, and special reporting Handle management's questions/requests professionally and promptly Notify management of any unexpected financial statement variances and the underlying causes of those variances Meets as requested with physicians/leadership to review compensation formulas and financial activities This Senior Accountant will be located at Baptist Southbank Plaza. If you are interested in this opportunity, please apply now. StatusFull-Time Shift DetailsDays Education RequiredBachelor's Degree Education PreferredMaster's Degree License and Certification None Experience Over 5 years Accounting Experience Reporting Experience
Posted 4 weeks
Regional Controls Lead
Aggreko - Jacksonville, FL 32256
We're a global leader in providing energy solutions that help businesses grow and communities thrive. We work as a team and we’re proud of the difference we make to customers, to local communities, and towards a sustainable future for the world. We are currently looking for a Regional Controls Lead who will have responsibility for establishing and maintaining a robust SOX compliant controls framework for the United States located in the State of Florida Collaborating closely with Regional Finance and operational teams, you will drive the design, implementation, and continuous improvement of business controls, ensuring alignment with our Global financial controls framework and challenging local compliance against global standards. Why Aggreko? Here are some of the perks and rewards. Work from home or in a local service center in the state of Florida No premium cost medical plan option available Paid training programs and tuition reimbursement. Sales career growth potential in expertise, leadership and across territories Safety-focused culture What you’ll do: Embed the Global, SOX compliant, control framework within the Region - Lead the regional implementation of Aggreko's Global SOX compliance framework, adapting it to local financial reporting and operational risks while promoting standardisation Serve as the primary regional liaison for internal and external auditors and Group functions on SOX-related inquiries, collaborating with Regional Finance management. Prepare and present comprehensive reports on control effectiveness, risks and remediation progress to Group SOX and Regional Finance management. Coordinate the regional control review and testing cycle —including planning, monitoring, and evaluating walkthroughs, control testing and deficiency assessments to support Group attestation requirements. Guide and support the business in resolving identified control design and operation gaps, ensuring solutions are proportionate and aligned with Group compliance requirements. Identify and implement opportunities to enhance efficiency, automation and sustainability of the SOX programme sharing best practice across other Regions. Foster a robust control culture by training and supporting control owners and operators within regional Finance and Operations teams, embedding SOX compliance and accountability into daily business processes. You’ll have the following skills and experience: Qualified Accountant (ACA, ACCA, CPA, or equivalent). Strong experience in finance, internal control or internal audit roles with multinational companies (directly or in practice); experience managing Sox compliance in a listed environment an advantage Subject Matter Expertise in SOX requirements, best practice internal control frameworks and related assurance activities Proven ability to work collaboratively cross-functionally and manage regional teams across multiple locations Familiarity with GRC tools (e.g. Workiva, AuditBoard, or SAP GRC) Experience Find out more and apply now. Bring your energy. Grow your career. #LI-AN1 #LI-REMOTE Equal employment opportunity We welcome people from different backgrounds and cultures, and respect people’s unique skills, attitudes and experiences. We encourage everyone to be themselves at work because we know that’s how we do our best, for each other, for our customers, for the communities where we work, and for our careers. We are an equal opportunity employer. If you apply for a role at Aggreko, we will consider your application based on your qualifications and experience, and not on your race, colour, ethnicity, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posted 4 weeks
Regional Controls Lead
Aggreko - Jacksonville, FL
We're a global leader in providing energy solutions that help businesses grow and communities thrive. We work as a team and we’re proud of the difference we make to customers, to local communities, and towards a sustainable future for the world. We are currently looking for a Regional Controls Lead who will have responsibility for establishing and maintaining a robust SOX compliant controls framework for the United States located in the State of Florida Collaborating closely with Regional Finance and operational teams, you will drive the design, implementation, and continuous improvement of business controls, ensuring alignment with our Global financial controls framework and challenging local compliance against global standards. Why Aggreko? Here are some of the perks and rewards. Work from home or in a local service center in the state of Florida No premium cost medical plan option available Paid training programs and tuition reimbursement. Sales career growth potential in expertise, leadership and across territories Safety-focused culture What you’ll do: Embed the Global, SOX compliant, control framework within the Region - Lead the regional implementation of Aggreko's Global SOX compliance framework, adapting it to local financial reporting and operational risks while promoting standardisation Serve as the primary regional liaison for internal and external auditors and Group functions on SOX-related inquiries, collaborating with Regional Finance management. Prepare and present comprehensive reports on control effectiveness, risks and remediation progress to Group SOX and Regional Finance management. Coordinate the regional control review and testing cycle —including planning, monitoring, and evaluating walkthroughs, control testing and deficiency assessments to support Group attestation requirements. Guide and support the business in resolving identified control design and operation gaps, ensuring solutions are proportionate and aligned with Group compliance requirements. Identify and implement opportunities to enhance efficiency, automation and sustainability of the SOX programme sharing best practice across other Regions. Foster a robust control culture by training and supporting control owners and operators within regional Finance and Operations teams, embedding SOX compliance and accountability into daily business processes. You’ll have the following skills and experience: Qualified Accountant (ACA, ACCA, CPA, or equivalent). Strong experience in finance, internal control or internal audit roles with multinational companies (directly or in practice); experience managing Sox compliance in a listed environment an advantage Subject Matter Expertise in SOX requirements, best practice internal control frameworks and related assurance activities Proven ability to work collaboratively cross-functionally and manage regional teams across multiple locations Familiarity with GRC tools (e.g. Workiva, AuditBoard, or SAP GRC) Experience Find out more and apply now. Bring your energy. Grow your career. #LI-AN1 #LI-REMOTE Equal employment opportunity We welcome people from different backgrounds and cultures, and respect people’s unique skills, attitudes and experiences. We encourage everyone to be themselves at work because we know that’s how we do our best, for each other, for our customers, for the communities where we work, and for our careers. We are an equal opportunity employer. If you apply for a role at Aggreko, we will consider your application based on your qualifications and experience, and not on your race, colour, ethnicity, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posted 4 weeks
Internal Auditor Sr
Everbank - Jacksonville, FL 32202
Internal Auditor Sr The Senior Internal Auditor job serves as a team member on more complex audits, working under the direction of audit leadership and management. Under minimal supervision, this job works on problems of diverse scope performing highly confidential and/or complex financial, operational and integrated audits using the organization's risk based internal auditing methodology. Key Responsibilities and Duties Develops detailed audit plans, including objectives, scope and testing approach for assigned audits. Documents the audit results which include comments on the adequacy and effectiveness of the risk management framework, processes and internal controls being audited May act as the lead expert in the group on critical business areas, processes, systems and/or regulations. Reviews and evaluates more complex control structures to determine the adequacy of internal controls, operating efficiency and customer service. Selects methods and techniques for performing audits and evaluating results. Networks with senior personnel within the business unit and across groups to gain needed information, identify risks and issues, and influence outcomes. Participates in discussions with senior management when communicating audit results and recommending actionable solutions. Utilizes advanced Microsoft Excel skills and working knowledge of data analytics and other relevant tools (e.g. Power BI, Tableau, Python) to perform effective and efficient audits. Collaborates with and leverages data analytics and information technology specialists, as appropriate, to identify and implement advanced testing methods to identify trends, discrepancies and anomalies. Involved in activities such as the preparation and execution of detailed programs for audits, the review of complex financial, operational, compliance and risk systems, processes and procedures to determine efficiency, effectiveness and alignment with internal policies, procedures, regulations and industry standards. Minimum Qualifications 3+ years of Audit experience Proven ability to review and evaluate complex controls Experience leading an audit and designing a robust audit test plan of key controls Great verbal and written communication skills Preferred Qualifications 5+ years of experience as an Internal Auditor Experience as an Auditor in Banking, Financial Services, Financial Crimes Compliance and/or Commercial Lending BSA/AML experience Advanced MS Excel skills and working knowledge of data analytics. Proven ability to identify and implement advanced testing methods. Educational Requirements University (Degree) Preferred Role Specific Work Experience 3+ Years Required; 5+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Requirements: Posting end date: 3/9/26 Req Benefits: EverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company: Medical, dental, vision & HSA/FSA 401(k) savings Paid holidays & generous PTO Additional wellness & voluntary benefits Additional Company-provided benefit options (subject to plan terms): Tuition reimbursement Commuter Benefits Life and Disability Insurance Compensation: $92,200 - $124,700 Additional Details : EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers
Posted 4 weeks
Senior Tax Associate – Public Accounting
AlphaX - Jacksonville, FL
We are seeking an experienced Senior Tax Associate to join a professional public accounting and advisory team supporting clients throughout Jacksonville, Florida. This position focuses on tax compliance, client advisory services, and strategic tax planning for individuals, entrepreneurs, and closely held businesses. The Senior Tax Associate will prepare and review complex tax filings, conduct technical research, and help clients identify opportunities to improve tax efficiency and financial outcomes. This role requires a strong understanding of U.S. tax regulations, excellent analytical skills, and the ability to collaborate with both clients and internal accounting teams. This opportunity is well suited for a tax professional with public accounting experience who enjoys working in a collaborative advisory environment while supporting clients across the Jacksonville business community. Key Responsibilities Prepare and review federal and state tax returns for individuals, partnerships, corporations, and trusts Conduct tax research to support compliance and identify planning opportunities for clients Assist business clients with tax strategy, entity structuring, and year-round tax planning Analyze financial records, accounting reports, and supporting workpapers to ensure accuracy and compliance Respond to IRS and state tax notices, including assistance with audit and correspondence matters Support advisory engagements involving business performance analysis and financial planning Collaborate with accounting staff to improve bookkeeping accuracy and financial reporting consistency Maintain organized engagement documentation and ensure adherence to internal quality standards Mentor junior team members and review their work for accuracy and completeness Requirements Bachelor’s degree in Accounting, Finance, or a related discipline CPA certification or CPA eligibility strongly preferred Minimum 3 years of experience in public accounting tax compliance Strong knowledge of U.S. federal and multi-state tax regulations Experience using professional tax preparation software and accounting systems Excellent organizational and analytical skills with strong attention to detail Effective written and verbal communication skills for client interaction Ability to manage multiple engagements and meet strict filing deadlines Commitment to professional ethics and high-quality client service Benefits Health insurance coverage options Retirement savings plan opportunities Continuing education support and professional development resources Collaborative workplace culture supporting long-term career growth This role provides the opportunity to work on diverse tax engagements, support strategic client planning, and build a long-term career in public accounting within the Jacksonville, Florida professional services community. Apply directly to be considered for immediate review.
Posted 4 weeks
Registered Member Associate
Navy Federal Credit Union - Jacksonville, FL 32246
Overview To provide diverse administrative support to Financial Advisors (FAs). To provide through various media channels information regarding Navy Federal Financial Group (NFFG) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees. To establish a positive member experience, optimal satisfaction and retention, meet and growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures and standards. Responsibilities Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.) Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach Utilize systems with advanced access to perform complex account set up and maintenance Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures Prepare and review client paperwork pre and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations Execute, as directed by management or FA, advanced account set up and changes, prepare account portfolio reviews and account hypotheticals, and ensure recordation and retention following NFIS and industry processes and procedures Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives Assist with unsolicited trades Assist in training and onboarding new Qualifications FINRA Series 7, combination of NASAA Series63/65 65 or 66 registration and state Life & Health Insurance License Experience in an administrative support capacity, preferably in member/customer service or financial services Familiarity with financial transaction/processing related responsibilities Familiarity with financial institution and lending practices, principles, and regulations Working knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities Ability to work independently and in a team environment Effective verbal and written communication skills Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Effective skill interacting with staff, management, vendors, and members diplomatically and tactfully Advanced customer service focus and relationship management skills Ability to remain calm and courteous under pressure while dealing with internal & external members/customers Effective skill building effective relationships through rapport, trust, diplomacy, and tact Ability to interpret and explain regulation, instructions, and procedures Effective skill exercising initiative and using good judgment to make sound decisions Effective organizational, planning and time management skills Effective research, analytical, and problem-solving skills Effective skill performing mathematical calculations and working accurately with numbers Working knowledge of products, services, processes, requirements, and systems related to the business unit Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents Effective skill maintaining accuracy with attention to detail and meeting deadlines Experience with managing multiple priorities independently and/or in a team environment to achieve goals Effective skill navigating multiple screens and PC applications and adapting to new technologies Effective word processing and spreadsheet software skills Desired Qualifications: Advanced knowledge of investment and insurance products Advanced knowledge of Navy Federal/NFIS’s functions, philosophy, organization, programs, policies, and procedures Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 820 Follin Lane, Vienna, VA 22180 |5510 Heritage Oaks Dr. Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602 |9999 Willow Creek Road San Diego, CA 92131 |4 Concourse Parkway Suite #100 Sandy Springs, GA 30328 | 295 Bendix Rd Suite 250 Virginia Beach, VA 23452| 11270 St Johns Industrial Parkway South Jacksonville, FL 32246 | 9001 Airport Freeway, 9th Floor Suite 925 North Richland Hills, TX 76180 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion. • Fortune 100 Best Companies to Work For 2025 • Yello and WayUp Top 100 Internship Programs • Computerworld® Best Places to Work in IT • Newsweek Most Loved Workplaces • 2025 PEOPLE® Companies That Care • Newsweek Most Trustworthy Companies in America • Military Times 2025 Best for Vets Employers • Best Companies for Latinos to Work for 2025 • Forbes® 2025 America's Best Large Employers • Forbes® 2025 America's Best Employers for New Grads • Forbes® 2025 America's Best Employers for Tech Workers • 2025 RippleMatch Campus Forward Award Winner for Overall Excellence • Military.com Top Military Spouse Employers 2025 • 2025 Handshake Early Talent Award From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union. Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at [email protected] or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status. Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site. Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process. Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.