Financial Management Program Assistant

Financial Management Program Assistant Community Interface Services - 4.3 Vista, CA Job Details Full-time $23 - $25 an hour 1 hour ago Benefits Paid training Paid holidays Health insurance Dental insurance Paid time off Vision insurance Opportunities for advancement Life insurance Retirement plan Qualifications Some college Managing customer accounts Confidential information handling Email customer support Microsoft Outlook Account maintenance Phone communication Client rapport building Client file management Accurate transaction records management Financial issue resolution High school diploma or GED Medicaid health insurance Financial records management Financial record maintenance QuickBooks Online QuickBooks Organizational skills Customer issue escalation Medicaid Billing issue inquiries Handling account queries Communication skills Accounting support Email support Entry level Bill payment support Office experience Database software proficiency Full Job Description Do you 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 lively Vista office. This administrative role works across a variety of programs to support people with managing their money, paying their bills, and saving for the future.

Community Interface Services:

What drives us Community Interface Services is a non-profit organization that has empowered adults with intellectual and developmental disabilities since 1983. Our mission is to provide quality, individualized, community-based support and training in employment, housing, community living, and other related services.

KEY RESPONSIBILITIES

As a Financial Management Services Program Assistant, you will be working within a collaborative team to: 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 and 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, 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.

The ideal candidate will have:

High School Diploma (some college preferred) plus one year of experience in an office-based customer service role 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 Knowledge of Medi-Cal/BenefitsCal preferred. Why you will love working with Community Interface Services! As a Top Workplace voted by the San Diego Union Tribune for six 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! The starting pay range is $23.00-25.00 per hour; the final offer depends on education and experience. There is an opportunity for a $1 increase in your compensation for those who meet agency standards after completing our Career Jumpstart program! If you are ready to be a part of an amazing nonprofit and truly make a difference, take the next step and apply! We hope you consider us, and we look forward to meeting you!