Financial Services Assistant

Fountain House • New York, NY

2d • $25 • Onsite

About The Position

The Financial Hub Associate provides backend and direct support to the members who utilize the Financial Hub. This role focuses on practical budgeting support, confidence-building, and helping members navigate financial systems in a safe, non-judgmental way. The Financial Hub Associate works alongside staff and external services while modelling hope, self-determination, and recovery. The role also bottom lines a few essential tasks that support our members in our social enterprise program: running payroll, giving out checks, and procuring insurance.

Requirements

• Experience with QuickBooks or other payroll software
• Experience with purchasing and maintaining insurance for businesses
• High school diploma or equivalent required
• Experience supporting others in navigating benefits, banking systems, budgeting, or financial processes (formal or informal)
• Strong interpersonal and communication skills, with the ability to build trust and rapport with diverse individuals
• Comfort working with financial tools, paperwork, and basic technology (email, data entry, online portals)
• Ability to maintain confidentiality and follow organizational policies and procedures

Nice To Haves

• additional education or training in peer support, financial literacy, or human services is a plus

Responsibilities

• Provide support to members around budgeting, money management, and financial wellbeing
• Complete bi-monthly payroll through QuickBooks to ensure members working on social enterprises receive timely, correct payments
• Invoice customers in QuickBooks for hours worked by members in the social enterprises
• Pay quarterly sales taxes for Fountain House and Body
• Ensure that insurances for the social enterprises are active and all required documentation is completed
• Maintain professional boundaries while offering empathetic, person-centered support
• Responsible for guiding members through the process of setting up both pooled income and special needs trusts, and supporting them to access their benefits
• Support members to set-up and navigate ABLE accounts and advise them around the guidelines of the program
• Accompany members to appointments in the community, and support them to succeed at these appointments, including: opening bank accounts, benefits offices, and legal hearings
• Advocate for members with a variety of internal and external stakeholders
• Assist members to access their money, including banking, benefits, and other financial support
• Maintain accurate and timely records in line with organizational policies
• Participate in trainings, supervision, and team meetings to position oneself to be as impactful as possible in the larger strategy.

Benefits

• Empower Marginalized Communities
• Elevate the voices of individuals with lived experience and drive real systemic change.
• Innovate Mental Health Advocacy
• Join a mission-driven team at the forefront of mental health reform.
• Professional Growth & Leadership – Access mentorship, training, and career development opportunities in a rapidly evolving field.
• Join Us & Make an Impact!
• Be part of a movement that is transforming mental health care through research, advocacy, and community.

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: High school or GED