Financial Life Specialist

AbleLight; Portland (OR); Remote; USD 80,000 - 100,000; Full time

Job summary

AbleLight, a leading organization supporting individuals with intellectual and developmental disabilities, is in search of a Financial Life Specialist. This essential role involves overseeing financial operations, building rapport with stakeholders, and ensuring compliance in financial tracking. The ideal candidate will exhibit excellent customer service, organizational, and analytical skills, contributing to team success while enjoying flexible work options.

Benefits

Medical, Dental, and Vision benefits

403(b) Retirement Savings Plan with 3.5% matching contributions

Flexible Savings Account

Paid Time Off (PTO)

Qualifications

• Two years of relevant experience in accounting, finance, or banking.
• Highly organized and detail-oriented individual.
• Ability to pass a background check.

Responsibilities

• Processes member invoices and verifies compliance with regulations.
• Reconciles amounts owed and manages payment generation.
• Handles inquiries regarding invoices, providing thorough communication.

Skills

Customer Service

Organizational Skills

Analytical Abilities

Interpersonal Skills

Communication Skills

Multitasking

Education

High School Diploma or GED

Certification in accounting or relevant field preferred

Tools

Excel

Microsoft Office Applications

Job description

Put your heart to work at AbleLight!

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.
• Excellent customer service skills.
• 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.

Benefits:

• 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.