Client Financial Assistant

Community Integrated Services • Spokane, WA

3d • Onsite

About The Position

Make a difference with a Human Services Career as a Client Financial Assistant. As a human services agency, Community Integrated Services (CIS) is committed to serving adults with developmental disabilities and helping them thrive. CIS is looking for employees to provide financial assistance services to adults with developmental disabilities. Our programs assist them with financial stability, life skills development, employment, and budgeting. We train employees to ensure they learn the skills and knowledge required to succeed! All new employees will learn the job thoroughly before performing duties unsupervised. This position is an office position, and the schedule will be during office hours.

Requirements

• Must be highly organized, flexible, service oriented, and professional.
• Must have strong leadership skills and the ability to mentor, coach and teach.
• Must have comfort related to working with developmentally disabled adults.
• QuickBooks mastery and minimum of two years of experience using QuickBooks.
• Two plus years’ experience managing or oversight of multiple financial records and accounts.

Nice To Haves

• Adequate experience with QuickBooks.

Responsibilities

• Maintain accurate financial record keeping.
• Coordinate company and client finances with Client Financial Administrator.
• Maintain client financial and company accounting in an orderly manner.
• Assist with reconciliation of client checking/trust/EBT accounts monthly.
• Assist with tracking and distribution of gift cards for client and staff use.
• Oversee the equitable division and paying of client financial obligations such as utility bills and any other shared responsibilities.
• Update and maintain IFP’s and Rental Agreements annually and/or as necessary.
• Assist with purchasing needs and wants of clients and communicate with managers per Individual Financial Plan guidelines.
• Assist with updating/maintenance of client inventory sheets for purchased items over specific amounts.

Benefits

• Paid Long-Term Care Worker 75-hour Training and certification.
• Generous medical, dental, vision and life insurance benefits.
• Supplemental Colonial insurance options.
• Free Employee Assistance Program with access to financial services, legal assistance, family care giving resources and referrals, mental health counseling services, live-connect online help, monthly wellness and informational webinars, etc.
• Hard-working employees are also provided additional incentives on a regular basis.
• Employee Referral Bonus program.
• Monthly mileage reimbursement, if applicable.
• 401k retirement plan for eligible full-time employees!
• Generous PTO that matures with length of service.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed