Financial Management Program Assistant
About The Position
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 lively Vista office. This administrative role works across a variety of programs to support people with managing their money, paying their bills, and saving for the future. 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.
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; 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
Nice To Haves
- Knowledge of Medi-Cal/BenefitsCal preferred.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
