Financial Specialist
Financial Specialist
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Job Description
Financial Specialist
Job Description
The financial specialist works specifically with client accounts. This positionis responsible for accurately reconciling bank statements and keeping filesupdated. The specialist will perform cash handling functions (depositswithdrawals cash advances payments transfers check cashing etc.) andaccurately manage cash logs supported individual loans and repayments. Theymust also be able to maintain professionality and compassion when working withthe individuals we support.
The specialist will work with the Operations team to providenecessary items and services for Supported Individuals including large itemorders and online purchases. They are responsible for online documentation offunds used in care of individuals supported.
Financial Specialist Benefits summary:
- PAID MEDICAL DENTAL LIFE INSURANCE AND EAPwith vision and other voluntary product options 1st of the month following date of hire.
- PAID TIME OFF 128 hour of PTO yearly.
Financial Specialist Essential job functions &requirements**
- Be at least 18 years of age or older.
- Have a high school diploma or high school equivalency course of study (GED/HSEC)
- Have the skills and ability to work successfully with the special needs of the people we serve.
- Have effective problem-solving skills as well as excellent time management and organizational skills.
- Professional oral and written communication skills a professional phone presence comfortable and accurate in speaking with multiple regulatory agencies about Supported Individuals and their finances.
- Self-starter who is detail-oriented and able to manage competing priorities.
- Able to be flexible with rotating priorities and multiple due dates.
- Have the ability to maintain rapport with Supported Individuals DDA management and Bank management staff.
- Able to pass a criminal background check with the State of Washington and maintain clearance during tenure of employment.
- Comfortable asking for help and receiving direction along with working independently.
- Consistently reports to work on time prepared to perform duties of position.
- Enter work orders through property management portals
- Provide finance training to new hires and current staff as needed
Financial Specialist Technical Skills & Job Duties **
- Computer literacy skills & ability to navigate software such as Word Excel and various online documentation systems.
- Organization skills to manage different duties on a daily weekly and monthly basis.
- Have the ability to reconcile cash EBT and gift card ledgers for Supported Individuals.
- Have the ability to accurately reconcile bank statements and keep files updated on an as needed up to daily basis.
- Performs cash handling functions (deposits withdrawals cash advances payments transfers check cashing etc.) and manage cash logs with accuracy along with the Supported Individual loans and repayments.
- A working knowledge of Quicken and Adobe preferred as well as familiarity of accounting software.
Please visit our careers page to see more job opportunities.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
