Description:
CSPNJ a mental health nonprofit agency is looking for a self-motivated Financial Services Rep. Under the direct supervision of the Finance Director the FSR provides financial management services to person's served with a mental health diagnosis. The FSR will educate person's served on money management and assist in setting financial goals.
HIGHLIGHTS:
- Meet with person's served interested in financial assessment and facilitate establishing personalized financial goals.
- Aid in obtaining the required paperwork to open financial service accounts.
- Act as a custodian for person's served trust accounts.
- Coach person's served on how to develop and maintain a monthly budget.
- Assist person's served in tracking their credit score and enrolling in savings programs.
- Process and write checks for person's served expenditure.
Full-time Benefit Eligible (Medical, free DMO dental & free vision) including 6 weeks PTO & 11 Holidays
Requirements:
- Associates or Bachelor's in a financial discipline or
- High School Diploma/GED with 2+ years' experience in financial services.
- Financial literacy skills required!
- Strong bookkeeping skills.
- Excellent organizational skills and attention to detail.
- Exceptional time management and customer service skills.
- Ability to communicate financial information clearly and effectively.
- Exceptional written and verbal communication skills.
- Proficient in MS Office products, as well as general computer literacy.
- Ability to work with individuals with mental illness in a caring and professional manner.
- Bilingual skills are a plus!
- Valid NJ Driver's License with acceptable driving record.
- Lived Experience: CSPNJ prioritizes hiring people who use their life experience with a mental health diagnose or substance use to inspire and support others.
PM22
Compensation details: 20.19-20.19 Hourly Wage
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