Financial Life Specialist

AbleLight; Oregon (IL); Remote; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking organization dedicated to enhancing the lives of individuals with developmental disabilities. As a Financial Life Specialist, you'll play a crucial role in ensuring the financial well-being of those we serve. This position offers a unique opportunity to collaborate with a diverse team while managing financial processes and improving organizational efficiency. With a focus on building relationships and supporting team objectives, you'll contribute to meaningful change in the community. Enjoy competitive compensation and benefits, including health insurance and a retirement savings plan, while working in a supportive environment that values your contributions.

Benefits

Medical Benefits

Dental Benefits

Vision Benefits

403(b) Retirement Plan

Health Savings Account

Flexible Savings Account

Paid Time Off (PTO)

Qualifications

• Two years of relevant experience in accounting, finance, or banking.
• Ability to work with diverse colleagues and coordinate between departments.

Responsibilities

• Review member invoices and verify compliance with benefits and regulations.
• Reconcile amounts owed by comparing invoices to purchase orders.
• Respond to inquiries regarding invoices and address discrepancies.

Skills

Excel

Verbal Communication

Written Communication

Analytical Abilities

Interpersonal Skills

Organizational Skills

Team Collaboration

Education

High School Diploma or GED

Certification in Accounting or Relevant Field

Tools

Microsoft Office

Proprietary Application

Job description

At AbleLight, we believe theworldshinesbrighterwhen people with developmental disabilities achieve their full potential. We pioneer life-changing services that empower the people we serve to thrive.

AbleLight is currently seeking a full-time Financial Life Specialist (Financial Services Representative). In this role, this individual is a key member and is responsible for processing the day-to-day information necessary to track and report on the financial well-being of the people we serve with intellectual and developmental disabilities.

The successful incumbent will be able to build positive relationships, internally and externally, and operates with a Team Together mindset, willing to step into projects and tasks as needed to support the team in building upon organizational objectives and implementing process improvements.

Requirements:

• High school diploma or GED.
• Two years of relevant experience in an accounting, finance, banking, or similar role.
• Certification in accounting or relevant field preferred.
• Proficient in Excel and other Microsoft Office applications and ability to learn new applications.
• Ability to collaborate and coordinate between departments and work with diverse colleagues with varying specialties.
• Highly organized and detail-oriented; A team player with excellent judgment, analytical abilities, interpersonal skills, and the ability to multitask
• Excellent verbal and written communication skills, including ability to effectively communicate with internal and external audiences.
• Must be able to pass a background check.
• Health and Wellness: Medical, Dental, and Vision benefits starting the first of the month following 30 days of employment.
• Financial Wellness: 403(b) Retirement Savings Plan with 3.5% matching contributions, Health Savings Account, Flexible Savings Account, and Basic Life, AD&D, STD, and LTD insurance
• Work/Life Balance: Paid Time Off (PTO)
• Remote position with opportunity to travel to our residential programs.
• Compensation based off education and experience- $18-22/hr

Responsibilities:

• Receives and reviews member invoices, verifying compliance with member benefits, their accounts, state and federal regulations and confirming approval for payment.
• Reconciles amounts owed by comparing invoices to purchase orders or other records.
• Enters invoice amounts into the proprietary application to generate payment and asset management.
• Responds to internal and external inquiries regarding invoices. This involves completing thorough research, identifying and addressing any concerns or discrepancies, and communicating outcomes to appropriate parties.

Be part of a team who enhances the lives of our individuals in every way possible. Apply today and make a difference in your community!