Financial Services Support Specialist I

Jobgether

4d • $16 - $20

About The Position

In this role, you will provide front-line financial services support in a fast-paced, customer-focused environment. You will assist staff, volunteers, and external partners with a variety of financial needs, ensuring accurate processing and timely resolution of inquiries. The position requires exceptional communication skills, attention to detail, and the ability to manage multiple tasks efficiently. You will build strong relationships across departments while maintaining confidentiality and adhering to established policies. This role also involves supporting training initiatives and collaborating on process improvements to enhance financial operations. Your work will directly contribute to smooth financial operations and high-quality support for the field.

Requirements

• High school diploma or GED required; some business or related experience preferred.
• Minimum of 1 year of proven customer service experience with strong interpersonal skills.
• Proficiency in Microsoft Office Suite (Word, Excel) and ability to navigate technical software systems.
• Strong attention to detail, problem-solving, organizational, and multitasking skills.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment, prioritize tasks, and meet deadlines.
• Team-oriented with a desire to learn, support others, and serve as a resource.

Nice To Haves

• Knowledge of Salesforce or previous experience in nonprofit financial operations is a plus.

Responsibilities

• Deliver professional, courteous, and efficient support to staff, volunteers, donors, and other stakeholders regarding financial systems and processes.
• Provide assistance with tracking contributions, payments, revenue processing, and donor support.
• Support field operations by resolving inquiries, researching issues, and escalating complex problems as needed.
• Maintain accurate records of interactions and financial data, ensuring confidentiality and compliance with policies.
• Collaborate with supervisors and teams to assist with training programs and ensure effective adoption of financial systems.
• Contribute to process improvements and best practices across the financial services department.
• Perform other duties as assigned to support departmental goals and initiatives.

Benefits

• Competitive hourly salary: $15.70–$19.65, based on experience, education, and location.
• Remote work or hybrid options may be available depending on role and department needs.
• Paid time off and holidays in line with company policies.
• Professional development and training opportunities.
• Supportive and collaborative work environment with meaningful impact.
• Opportunities to engage with diverse teams and contribute to organizational initiatives.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED