Financial Management Services 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 fun and busy Vista office. This role works within the Self-Determination Program (SDP), which offers a flexible and individualized approach to service delivery. Join a cutting-edge program that's offers a unique path to independence for individuals with intellectual and developmental disabilities! Key responsibilities include: Customer Service: Provide phone and email customer service to program participants with intellectual/developmental disabilities, their families, and other stakeholders. Develop rapport with each team and be able to communicate changes as the program expands and changes. Financial Processing: Learn a variety of software used to provide direct financial management services, make purchases, process payments, develop budgets, 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 and be able to shift procedures as new regulations and policies come up. Work effectively in a team environment, quickly learning a variety of programs and helping others as needed. As a Top Workplace voted by the San Diego Union Tribune for five 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 $23.00-25.00 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!
Requirements
- 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.
- 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
- Bilingual Spanish/English strongly preferred
Responsibilities
- Provide phone and email customer service to program participants with intellectual/developmental disabilities, their families, and other stakeholders.
- Develop rapport with each team and be able to communicate changes as the program expands and changes.
- Learn a variety of software used to provide direct financial management services, make purchases, process payments, develop budgets, 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 and be able to shift procedures as new regulations and policies come up.
- Work effectively in a team environment, quickly learning a variety of programs and helping others as needed.
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
Number of Employees
11-50 employees
