Financial Life Specialist

6 days ago


Portland, Oregon, United States AbleLight Full time
Financial Life Specialist

AbleLight is seeking a skilled Financial Life Specialist to join our team. As a key member of our Financial Services / Waypoint team, you will be responsible for processing financial information and reporting on the well-being of individuals with intellectual and developmental disabilities.

Responsibilities:
  • Reconcile invoices and verify compliance with member benefits, accounts, and regulations.
  • Enter invoice amounts into our proprietary application to generate payment and asset management.
  • Respond to internal and external inquiries regarding invoices, completing thorough research and communicating outcomes.
Requirements:
  • High school diploma or equivalent.
  • Two years of experience in accounting, finance, banking, or a related field.
  • Certification in accounting or a related field is preferred.
  • Proficiency in Excel and other Microsoft Office applications.
  • Excellent customer service skills and ability to collaborate with diverse colleagues.
  • Highly organized and detail-oriented, with excellent judgment and analytical abilities.
Benefits:
  • Health and wellness benefits, including medical, dental, and vision coverage.
  • Financial wellness benefits, including a 403(b) retirement plan and health savings account.
  • Work-life balance benefits, including paid time off.

AbleLight is a pioneer in life-changing services that empower individuals with developmental disabilities to thrive. We are committed to creating a team environment that values collaboration, innovation, and excellence. If you are a motivated and detail-oriented professional with a passion for financial services, we encourage you to apply for this exciting opportunity.



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