Financial Management Program Assistant

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 San Diego office. This role works across a variety of programs to support people with managing their money, getting connected to resources, and empowering their financial decision making.

Key responsibilities include:

• Provide phone and email customer service to program participants with intellectual/developmental disabilities, their families, and other stakeholders such as businesses or vendors that work with our financial management services.
  • Develop rapport by communicating positively and professionally
• Learn a variety of software used to provide direct financial management services, make purchases, process payments, 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.  
• Work effectively in a team environment, quickly learning a variety of programs and helping others as needed

The ideal candidate will have:

• High School Diploma (some college preferred) plus one year of experience in a customer service in an office setting
• 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
• Bilingual Spanish/English or Vietnamese/English strongly preferred

Benefits:

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!

Starting pay range is $23-25 per hour, depending on education and experience, with opportunities for pay increases! If you are ready to be a part of an amazing team and truly make a difference, take the next step and apply! We hope you consider us, and we look forward to meeting you!

Non-Profit Organization - Your Work Will Make a Difference!

Community Interface Services is an Equal Opportunity Employer.