Financial Services Representative | Mental Health

Description

The Financial Services Representative provides financial management services to clients with a mental health diagnosis. The Representative will educate clients on money management and assist in setting financial goals.

HIGHTLIGHTS:

• Meet with clients interested in financial assessment and facilitate establishing personalized financial goals.
• Aid clients in obtaining the required paperwork to open financial service accounts.
• Act as a custodian for client trust accounts.
• Coach clients on how to develop and maintain a monthly budget.
• Assist client’s in tracking their credit score and enrolling in savings programs.
• Process and write checks for client expenditure.

Full-time | Benefit Eligible (Medical, free DMO dental & free vision) including 6 weeks PTO & 11 Holidays

Hourly Rate: $20.19

Requirements

• Associate's or Bachelor's degree in accounting, finance or business administration.
• Good understanding of bookkeeping procedures.
• Attention to detail, with an ability to spot numerical errors.
• Ability to work independently.
• Organizational and time-management skills.
• Strong analytical and problem-solving skills.
• Highly detail-oriented.
• Ability to work with individuals with mental illness in a caring and professional manner.
• Proficient in MS Office products with advanced knowledge of Excel.
• MUST have a valid NJ Driver’s License with acceptable driving record.
• Lived
  
  Experience:
  
  CSPNJ prioritizes hiring people who use their own life experience with mental health/substance use to inspire and support others.