Financial Management Program Assistant

2 months ago

San Diego, United States Community Interface Services Full time
Job DescriptionJob Description

Financial Management Program Assistant

Want challenging work in an organization that makes a difference? Community Interface Services, a nonprofit that serves people with developmental and intellectual disabilities is currently seeking a full-time Financial Management Program Assistant in our fun and busy San Diego office. This role works across a variety of programs to support people with managing their money, paying their bills, and saving for the future.

Key responsibilities include:

  • Provide phone and email customer service to program participants with intellectual/developmental disabilities, their families, and other stakeholders.
    • Develop rapport by communicating positively and professionally
    • Answer routine questions about account balances in payments in accordance with policies and procedures; escalate more complex questions to other team members as needed
  • Learn a variety of software used to provide direct financial management services, make purchases, process payments, develop budgets, track payments and balances, maintain participant records, and process new client enrollments and terminations.
  • Follow established policies and procedures to conduct a high volume of financial transactions and services accurately and efficiently.
  • Work on a variety of special projects as needed.
  • Conduct all business activities in accordance with widely recognized ethical standards; ensure confidentiality is not breached regarding financial, accounting, personnel, participant, and all other propriety information; work to reduce the agency's vulnerability to waste, fraud, and abuse; comply with all safe work practices.  
  • Work effectively in a team environment, quickly learning a variety of programs and helping others as needed

The ideal candidate will have:

  • High School Diploma (some college preferred) plus one year of experience in a customer service in an office setting
  • Working knowledge of Excel, Outlook, and Word; experience using databases; experience with QuickBooks Online is highly preferred.
  • Flexibility, openness and ability to adapt to change.
  • Strong attention to detail and organizational skills and ability to process a high volume of numerical transactions accurately and effectively.
  • Dependable and reliable; able to follow through on commitments.
  • Strong communication and customer service skills
  • Bilingual Spanish/English or Vietnamese/English strongly preferred

Benefits:

As a Top Workplace voted by the San Diego Union Tribune for four years running, Community Interface Services strives to be an inclusive, supportive work environment. We offer a wide variety of benefits such as:

  • The opportunity to do challenging and meaningful work that makes a difference and improves people's lives
  • Excellent professional development and career growth opportunities
  • A warm and supportive culture with people who truly care about you
  • 40 hours per week, Monday-Friday schedule
  • Very low-cost medical, dental, vision, and life insurance
  • Generous amounts of paid time off, including sick and personal leave
  • Paid Holidays
  • Paid initial and ongoing training
  • Unique retirement plan that we contribute to on your behalf
  • Company issued iPhone and laptop
  • And much more

Starting pay range is $20-$22 per hour, depending on education and experience, with opportunities for pay increases If you are ready to be a part of an amazing team and truly make a difference, take the next step and apply We hope you consider us, and we look forward to meeting you

Non-Profit Organization - Your Work Will Make a Difference

Community Interface Services is an Equal Opportunity Employer.

Job Type: Full-time

Starting Pay Range: $20-$22 per hour

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