Financial Management Program Assistant
Want challenging work in an organization that makes a difference? Community Interface Services, a nonprofit that serves people with developmental and intellectual disabilities is currently seeking a full-time Financial Management Program Assistant in our San Diego office. This role works across a variety of programs to support people with managing their money, getting connected to resources, and empowering their financial decision making.
Key responsibilities include:
- Provide phone and email customer service to program participants with intellectual/developmental disabilities, their families, and other stakeholders such as businesses or vendors that work with our financial management services.
- Develop rapport by communicating positively and professionally
- Learn a variety of software used to provide direct financial management services, make purchases, process payments, track payments and balances, maintain participant records, and process new client enrollments and terminations.
- Follow established policies and procedures to conduct a high volume of financial transactions and services accurately and efficiently.
- Work on a variety of special projects as needed.
- Conduct all business activities in accordance with widely recognized ethical standards; ensure confidentiality is not breached regarding financial, accounting, personnel, participant, and all other propriety information; work to reduce the agency's vulnerability to waste, fraud, and abuse; comply with all safe work practices.
- Work effectively in a team environment, quickly learning a variety of programs and helping others as needed
The ideal candidate will have:
- High School Diploma (some college preferred) plus one year of experience in a customer service in an office setting
- Working knowledge of Excel, Outlook, and Word; experience using databases; experience with QuickBooks Online is highly preferred.
- Flexibility, openness and ability to adapt to change.
- Strong attention to detail and organizational skills and ability to process a high volume of numerical transactions accurately and effectively.
- Dependable and reliable; able to follow through on commitments.
- Strong communication and customer service skills
- Bilingual Spanish/English or Vietnamese/English strongly preferred
Benefits:
As a Top Workplace voted by the San Diego Union Tribune for six years running, Community Interface Services strives to be an inclusive, supportive work environment. We offer a wide variety of benefits such as:
- The opportunity to do challenging and meaningful work that makes a difference and improves people's lives
- Excellent professional development and career growth opportunities
- A warm and supportive culture with people who truly care about you
- 40 hours per week, Monday-Friday schedule
- Very low-cost medical, dental, vision, and life insurance
- Generous amounts of paid time off, including sick and personal leave
- Paid Holidays
- Paid initial and ongoing training
- Unique retirement plan that we contribute to on your behalf
- Company issued iPhone and laptop
- And much more!
Starting pay range is $23-25 per hour, depending on education and experience, with opportunities for pay increases! If you are ready to be a part of an amazing team and truly make a difference, take the next step and apply! We hope you consider us, and we look forward to meeting you!
Non-Profit Organization - Your Work Will Make a Difference!
Community Interface Services is an Equal Opportunity Employer.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.
https://communityinterfaceservices.isolvedhire.com/jobs/1687388-230124.html