Financial Management Assistant

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; elevate 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 of all proprietary information; work to reduce the agency's vulnerability to waste, fraud, and abuse; comply with all safe work practices. Qualifications We are seeking a reliable and detail-oriented candidate with a high school diploma (some college preferred) and at least one year of experience in an office-based customer service role. The ideal candidate will have working knowledge of Excel, Outlook, and Word, along with experience using databases; familiarity with QuickBooks Online is highly preferred. This person should be flexible and adaptable to change, with strong organizational skills and the ability to accurately manage a high volume of numerical transactions. Strong communication and customer service skills are essential, along with a high level of dependability and follow‑through. Knowledge of Medi-Cal or BenefitsCal is a plus. Benefits 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. #J-18808-Ljbffr