CareerPlan

Sr. Clearance Associate I St. Petersburg, FL

Saint Petersburg, Florida - United StatesFull-time2026-10-22 → 2026-11-11
Based in United States

Core

Execute standard banking transactions and process specialized/non-standard transactions requiring research or investigation for specific units or departments.

Role type

Senior banking operations associate

Builds

Banking transaction processing and operational support

Domain

Financial Services / Banking Operations

Required skills

Banking transaction processing, Microsoft Office proficiency, Data entry, Budget tracking, Regulatory compliance knowledge, Report preparation, File management, Office software navigation

Preferred skills

Basic mathematical/bookkeeping skills, General accounting procedures, DTCC and Fed settlement rules knowledge, 15c-3 possession rules, Reg T knowledge, MSRB Rule G-12 knowledge

Technologies

Microsoft Office, Departmental banking systems

Responsibilities

Produce and update Microsoft documents and databases, Process specialized banking transactions, Prepare routine letters and reports, Maintain files for senior colleagues, Assess compliance with standards, Support data management tasks

Seniority

Mid-level, individual contributor