Financial Management Program Assistant
About The Position
Do you 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 combines social service with financial know-how as you support individuals with intellectual and developmental disabilities in gaining access to financial resources! Community Interface Services: What drives us Community Interface Services is a non-profit organization that has empowered adults with intellectual and developmental disabilities since 1983. Our mission is to provide quality, individualized, community-based support and training in employment, housing, community living, and other related services. KEY RESPONSIBILITIES As a Financial Management Services Program Assistant, you will be working within a collaborative team to: Provide phone and email customer service to program participants with intellectual/developmental disabilities, their families, and other stakeholders. Develop rapport by communicating positively and professionally Answer routine questions about account balances and payments in accordance with policies and procedures; escalate more complex questions to other team members as needed Learn a variety of software used to provide direct financial management services, 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.
Requirements
- High School Diploma (some college preferred) plus one year of experience in an office-based customer service role
- Working knowledge of Excel, Outlook, and Word; experience using databases
- 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
Responsibilities
- Provide phone and email customer service to program participants with intellectual/developmental disabilities, their families, and other stakeholders.
- Develop rapport by communicating positively and professionally
- Answer routine questions about account balances and payments in accordance with policies and procedures; escalate more complex questions to other team members as needed
- Learn a variety of software used to provide direct financial management services, 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.
Benefits
- 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!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
