Financial Navigator

Lutheran Social Service of Minnesota • Saint Paul, MN

32d

About The Position

As a Financial Navigator, you will provide a range of financial support and reporting of the financial affairs of its' vulnerable clients in Supported Decision-Making - Guardianship Options.

Requirements

• Associate's degree or two years of related experience.
• A minimum of two years of experience in accounting, bookkeeping or customer service is required.
• Required satisfactory completion of National Guardianship Associations Finance Certificate Program after one year of service.
• Coordinating skills required to organize and maintain separate financial records for 30 to 60 individual clients.
• Computer literacy, spreadsheets, word processing and basic budgeting is required.
• Strong communication skills are required to work as a team and present financial information in a conscientious manner. Also required to be a good listener and ask questions.
• Strong administrative skills needed to monitor financial data and interpret financial policies and procedures.
• Able to work under pressure and handle stressful situations in a calm and professional manner.
• A DHS criminal background check is required.
• Excellent accuracy and attention to detail regarding financial tasks (paying bills, transferring assets, depositing client funds).
• Good planning and organizational skills; able to determine priorities and manage time appropriately.
• Sounds judgement and problem-solving skills required to analyze problems regarding the best interest of clients.

Nice To Haves

• Knowledge of accounting packages like Great Plains, QuickBooks or TurboCash preferred.
• Financial management experience with asset and investment management preferred.

Responsibilities

• Maintain financial documentation according to policy and present to all internal and external auditors upon request.
• Document and bill service hours for each assigned client following SDM-GO policy and procedures.
• Assist with finances associated with the client's estate, including but not limited to payment of bills, reconciling accounts, handling deposits, etc.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Religious, Grantmaking, Civic, Professional, and Similar Organizations
• Education Level: Associate degree
• Number of Employees: 1,001-5,000 employees