Financial Social Service

Legacy Oaks of Sacramento Assisted Living and Memory Care • Sacramento, CA

4d

About The Position

We are seeking a dedicated and compassionate Financial Social Service Specialist to join our team. This role is integral to helping individuals and families achieve financial stability and independence. As a Financial Social Service Specialist, you will work closely with clients to assess their financial needs, develop personalized financial plans, and offer guidance and resources to improve their overall financial well-being.

Requirements

• Experience in financial counseling or social services is preferred.
• Strong understanding of financial products, budgeting, and financial planning.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a collaborative team.
• Compassionate and empathetic approach to client interaction.
• Proficiency in using financial software and tools.

Responsibilities

• Conduct comprehensive financial assessments to understand clients' financial situations and identify areas for improvement.
• Develop and implement effective financial plans tailored to each client's unique needs and goals.
• Provide education and counseling on budgeting, debt management, and savings strategies.
• Assist clients in accessing financial resources, including government assistance programs, grants, and community services.
• Collaborate with other professionals, such as social workers and financial advisors, to ensure a holistic approach to each client's financial wellness.
• Maintain up-to-date and accurate records of client interactions and progress.
• Stay informed about the latest trends and changes in financial services and social programs.
• Advocate for clients' financial needs within the community and among service providers.

Benefits

• A supportive and inclusive work environment.
• Opportunities for professional development and career growth.
• The opportunity to make a meaningful impact on the lives of individuals and families in the community.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed