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Financial Processing Associate Jobs in Florida (NOW HIRING)

Town of Welaka, Florida

Finance Clerk

Welaka, FL · On-site

$18 - $25/hr

Prepare and maintain accurate financial reports * Manage accounts receivable processes and ensure ... Associate degree in Accounting or related field * Proficiency with accounting software and ...

UAB

FINANCIAL ASSOCIATE

Tampa, FL · On-site

$16.50 - $26.80/hr

Operates with a high degree of independence due to extensive knowledge of financial processes, policies, and regulations that dictate the financial operation of the department or unit. May supervise ...

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Financial Processing Associate information

What is a financial processing associate?

Financial Processing Associates are professionals responsible for handling and processing financial transactions within an organization. Their duties typically include data entry of financial records, verifying the accuracy of invoices and payments, and ensuring compliance with company policies and accounting standards. They often work closely with accounting and finance teams to maintain accurate financial records and support audits or financial reporting. Attention to detail and strong organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a financial processing associate?

To thrive as a Financial Processing Associate, you need strong numerical accuracy, attention to detail, and a foundational understanding of accounting or finance, often supported by a relevant degree or experience. Familiarity with financial software such as QuickBooks, SAP, or Oracle, and proficiency in spreadsheets are typically required. Excellent organizational skills, communication, and the ability to manage deadlines set top performers apart. These skills and qualities ensure precise transaction processing, minimize errors, and support smooth financial operations in any organization.

What are some common challenges financial processing associates face, and how can they be addressed?

Financial Processing Associates often work with large volumes of transactions and must ensure accuracy under tight deadlines. A common challenge is staying organized and minimizing errors during data entry and reconciliation. This can be addressed by developing strong attention to detail, using checklists, and leveraging software tools to automate repetitive tasks. Additionally, clear communication with team members and other departments helps resolve discrepancies quickly and maintain smooth workflow.

What is the difference between Financial Processing Associate vs Accounts Payable Clerk?

AspectFinancial Processing AssociateAccounts Payable Clerk
Primary ResponsibilitiesProcessing financial transactions, data entry, verifying paymentsManaging vendor invoices, processing payments, reconciling accounts
Required SkillsAttention to detail, basic accounting, data managementInvoice processing, accounting software proficiency, attention to detail
Work EnvironmentFinance departments, corporate officesFinance or accounting departments, corporate offices
Common CertificationsNone required or basic bookkeeping certificationsNone required, often familiarity with accounting software

While both roles involve handling financial data, a Financial Processing Associate focuses on processing a variety of financial transactions and data verification, whereas an Accounts Payable Clerk specializes in managing vendor invoices and payments. Both positions require attention to detail and familiarity with accounting processes, but their specific duties differ within the finance department.

What do you do as a financial processing associate?

A financial processing associate handles tasks such as reviewing and verifying financial transactions, processing payments, and maintaining accurate financial records. They often use accounting software and must ensure compliance with company policies and financial regulations.

What are popular job titles related to Financial Processing Associate jobs in Florida?

For Financial Processing Associate jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Financial Processing Associate jobs in Florida look for?

The top searched job categories for Financial Processing Associate jobs in Florida are:

What cities in Florida are hiring for Financial Processing Associate jobs?

Cities in Florida with the most Financial Processing Associate job openings:

Financial Processing Associate jobs near you

Underwriting Processing Associate - Lightspeed

Safepoint MGA, LLC

Temple Terrace, FL • On-site

$18.50 - $25.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Job description

Does the world of insurance interest you? Are you a customer service or administrative professional looking to get into insurance? Do you enjoy working on a collaborative team in a fast-paced environment? Apply today for the potential to begin a rewarding career as an Underwriting Processing Associate!
Job Summary
This role serves as a key liaison between the Lightspeed Underwriting Department and other business units, focusing on process improvements and maintaining efficient communication. Responsibilities include managing record updates, processing returned mail, conducting outbound calls relaying failed payments, and ensuring compliance with company guidelines. The position also involves organizing and escalating issues for resolution, indexing email correspondence, handling legal document signatures, and supporting additional tasks and projects as needed, all while adhering to established productivity and quality standards.
Duties and responsibilities
  • Acts as a single point of contact between the Lightspeed Underwriting Department and other business units for process improvement projects.
  • Processes corrections or adjusts records when needed, following the appropriate company guidelines
  • Utilize strong analytical skills to assess complex situations, identify key information, and develop solutions
  • Accurately processing and implementing adjustments to policy coverages in accordance with program guidelines and the policy holder’s request
  • Reviews, organizes and forwards information to be escalated for resolution as needed
  • Adheres to the established productivity and quality metrics established
  • Processes returned mail from post office and maintains records of registered mail, express delivery mail and packages
  • Providing support via chat to assist agents with inquiries and coverage adjustments
  • Other tasks and projects as may be assigned

Essential Functions
  • Ability to use computer systems to process record corrections
  • Ability to understand and interpret written company guidelines
  • Ability to communicate in a professional and clear manner with other departments
  • Ability to handle more than one task simultaneously 
  • Ability to type a minimum of 40 WPM
  • Ability to adhere to attendance schedule on-site
  • Ability to obtain resident licensing through the Florida DFS and reciprocal licensing in all 50 states in the continental US

Licensing Requirements
Please note that most organizations overseeing Property and Casualty licensure requirements, including the Florida Department of Financial Services, require individuals to answer background questions about criminal history and undergo fingerprinting as part of the licensing process. Obtaining applicable licensure is a requirement for this position.
Qualifications
  • Familiarity with office support tasks and related activities.
  • Exceptional attention to detail and organizational skills.
  • Ability to work efficiently both independently and as part of a team with minimal supervision.
  • Skilled in accurate keyboard data entry.
  • Proficient in using computer keyboards and mail equipment.
  • Competence in understanding instructions, correspondence, and memos.
  • Maintain meticulous records in company databases to ensure traceability and accountability.
  • Ability to follow both written and verbal directions precisely.
  • Adaptable, resilient, and able to thrive in changing environments.
  • Strong written and verbal communication skills.
  • Problem-solving abilities to identify and address issues in processes, equipment, or human interactions effectively.

Physical requirements
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Good manual dexterity with the capability to perform repetitive physical movements such as pushing, pulling, reaching, bending, and lifting as needed.
Working conditions
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copiers, filing cabinets and fax machines. This position is in office only and not a hybrid position.
Safepoint MGA, LLC does not offer immigration sponsorship or support for this role. This includes serving as the immigration employer of record or providing documentation or assistance for work authorization processes now or in the future, including H-1B, OPT, STEM OPT, CPT, J-1, etc.
 

Compensation and Benefits
We recognize that talented professionals are attracted to companies that provide a great place to work, combined with a comprehensive and competitive pay and benefits package, along with opportunities for personal growth and job advancement. For this reason we are pleased to provide:

  • Market Competitive Wages 
  • Prof. Development and Educational Assistance Programs
  • Safe Harbor 401K Plan with Immediate Vesting and an Automatic Company Contribution
  • Paid Time-Off (Discretionary, PTO, Parental Leave, and others)
  • Company Paid Holidays
  • Health Insurance
  • Dental Insurance
  • Vison Insurance
  • Short and Long Term Disability Insurance (company paid premiums)
  • Flexible Spending Accounts with Company Contribution
  • Health Savings Accounts with Company Contribution
  • Employee Life and AD&D Insurance
  • Dependent Life and AD&D Insurance
  • AAA Membership (company paid)
  • Identity Theft Protection (company paid)
  • Other Ancillary Insurance Benefit Programs
  • And more…

Safepoint Insurance is an equal employment opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, sexual orientation, national origin, citizenship, age, or disability. We assure you that your opportunity for employment with Safepoint depends solely on your qualifications.


 

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