Member Financial Assistant

1 week ago

Iowa City, IA, United States Reach For Your Potential Full time
POSITION SUMMARY:

The Member Financial Assistant (MFA) is responsible for managing the finances of most of the members who receive services from Reach for Your Potential in conjunction with the Financial Director. The MFA is responsible for the tracking/distributing of member bills as well as cash tracking, rental rebates, tax returns, and balancing/budgeting of member funds. This position works closely with the Financial Director to ensure the highest quality of member service.

ESSENTIAL JOB FUNCTIONS:

  • Ensure benefit and employment deposits have been made and distribute deposit amounts to Service Coordinators.
  • Balance member checkbooks to monthly bank statements.
  • Initiate Payee accounts when new members begin SCL services.
  • Enter and reconcile member bank statements in QuickBooks.
  • Check online member bank accounts for accuracy.
  • Open monthly bills, distribute, and collect payment from the members.
  • Ensure all bills are paid in a timely manner.
  • Reconcile Member Spending Tracking Sheets and report weekly on their status.
  • Ensure member financial files contain relevant information.
  • Assist members with filing of state and federal taxes and rental rebates.
  • Maintain member Social Security and Section VIII files.
  • Meet with members to discuss member finances or balance member checkbooks as requested.
  • Meet with Residential Facilitators for member financial orientation.
  • Communicates accurate and important information to direct supervisor. Communicates effectively with co-workers.
  • Treats co-staff and supervisor with dignity and respect by listening to what others have to say and receiving constructive criticism.
  • Receive phone calls pertinent to member finances.
  • Respond to concerns within 48 hours, with a response time dependent on the nature of the concern.
  • Ensure the delivery of the highest quality of services to the member.
  • Attend meetings requested by the Financial Director or Program Director.
  • Be on time and work scheduled days.
  • Complete other duties as assigned.


JOB REQUIREMENTS:

EDUCATION/ EXPERIENCE:

Bachelor's Degree from an accredited college or university and one year of post-degree experience in the delivery, planning, coordination, or administration of financial services, or

High school degree (or its equivalent) and three years of post-degree experience in the delivery, planning, coordination, or administration of financial services or

A combination of required education or experience which totals five years. At least one year must be experience as outlined above.

SKILLS:

Must be detail-oriented and excellent with numerical and financial information. Must be able to read, write, and communicate effectively with members and staff. Patience in working with disabled adults is necessary. Needs to have a caring attitude and be supportive and encouraging to members. A driving record that qualifies you to drive agency vehicles is required; sufficient automobile insurance to qualify you to transport members in your personal vehicle is preferred.

SUPERVISORY RESPONSIBILITIES:

General supervision is exercised over the Residential Facilitators, and Direct Care staff only in relation to member finances.

EQUIPMENT TO BE USED:

Must be able to operate computer and other office machines such as fax, calculator, telephone, etc.

TYPICAL PHYSICAL DEMANDS:

Requires sitting, standing, bending and reaching. May require lifting up to 50 pounds. Requires manual dexterity sufficient to operate standard office machines such as computers, fax machines, calculators, the telephone and other office equipment.

WORKING CONDITIONS:

Occasionally called upon to work overtime or odd schedules. Typically works in an office setting, although may be called upon to work at a residential location.

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