Financial Services Assistant

Fountain House•New York, NY

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.