Financial 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 or 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.

The starting pay range is $ 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!

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.

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; escalated 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 unique financial transactions and services accurately and efficiently within a complex program using professional judgement.
• 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.

• 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; experience with Quick Books Online is a plus.

• 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

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!