Financial Assistant

Financial Assistant at Storen Financial Financial Assistant at Storen Financial in Zionsville, Indiana Posted in 7 days ago.

Type:

full-time

Job Description:

GENERAL DESCRIPTION

The Financial Assistant will contribute to our Financial Wellness team, serve as a Daily Money Manager (DMM), and play a vital role in supporting clients with their day-to-day financial management.

This position blends financial organization, administrative precision, and compassionate client service. In this role, you will help clients stay financially organized, avoid missed payments, reduce the risk of fraud, and alleviate financial stress. Youll work closely with the Financial Wellness Director to support budgeting, basic financial education, and overall financial wellness. This is an ideal opportunity for someone who is detail-oriented, highly trustworthy, and passionate about helping othersparticularly older adults, busy professionals, or individuals who benefit from financial organization support.

JOB DUTIES AND RESPONSIBILITIES

Client Financial Support:

Manage bill payment processes, including scheduling, tracking due dates, and processing paymentsOrganize and maintain financial records, including statements, receipts, and documentationReconcile bank accounts, credit cards, and other financial accountsMonitor client cash flow and flag unusual activity or discrepanciesPrepare clear financial summaries, reports, and spreadsheets for internal and client use

Administrative Tasks:

Maintain accurate client files in compliance with company procedures and privacy standardsSort and manage incoming mail (physical and digital), including bills, statements, and tax documentsCoordinate with external professionals such as CPAs, attorneys, and care managersUpdate client management systems and track deadlines, deliverables, and follow-ups

Client Engagement:

Communicate with professionalism, patience, and empathyespecially in sensitive or complex situationsSupport clients in building financial awareness through basic budgeting and educationContribute to a seamless onboarding experience for new clients

EXPERIENCE AND SKILLS

Required Skills and Qualifications:

Alignment with the ethical standards of the American Association of Daily Money Managers (AADMM)Experience in bookkeeping, administrative support, financial services, or a related fieldMeticulous attention to detail and organizational skillsExcellent communication and interpersonal abilitiesHigh levels of discretion when communicating with, or on behalf of, a clientHigh level of integrity and commitment to maintaining strict confidentialityProficiency with financial software (e.g., QuickBooks), spreadsheets, and digital toolsAbility to work independently while managing multiple client priorities

Preferred Qualifications:

Experience with Daily Money Management or elder-focused financial servicesExperience working with older adults or individuals with cognitive or physical challengesKnowledge of personal finance, basic accounting, or bill-pay systemsWORK ENVIRONMENTOffice-based positionMay include occasional in-home client visits, depending on client needsSome light lifting or transport of documents may be required recblid zij43fatnganx38w3xl9jfzvs653sd