Financial Management Program 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 San Diego office. This role combines social service with financial know-how as you support individuals with intellectual and developmental disabilities in gaining access to financial resources!

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


• 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

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!