Hybrid Budget & Financial Wellness Specialist

Remote Queer; United States; Hybride; USD 22 000 - 31 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Paid time off

Tuition reimbursement

Retirement plan

Referral bonuses

Student loan forgiveness

Training opportunities

Résumé du poste

Mental Health Partnerships (MHP) seeks a full-time Account Specialist to partner with participants, build budgets, pay bills, and support budgeting and money management to promote independent living. Location is Philadelphia with hybrid in-office/remote schedule and a starting wage of $19/hour.

Responsibilities include working with participants to set financial goals, developing budgets, completing bookkeeping, and documenting progress in electronic health records.

Qualifications

• Associate's degree or HS diploma with six years related experience.
• 2+ to 6+ years of bookkeeping/accounting experience depending on highest degree.
• Experience with accounting software and electronic health records is a plus.
• Experience in behavioral health services or customer service is a plus.
• Must possess basic computer skills including email, timesheet management, and accounting software.
• Ability to perform arithmetic with money and operate within a team.

Responsabilités

• Meet with participants to determine financial goals and assist in achieving them.
• Develop participant budgets with collaboration.
• Assist participants to become financially independent.
• Record budgets, bills and payments in financial software.
• Document progress in electronic health records system.
• Perform other duties to fulfill MHP's mission.

Connaissances

Basic computer skills

Patience & tact

Customer service experience

Formation

Associate's degree

HS diploma + 6 years experience

Outils

Accounting software

Electronic health records

Description du poste

Mental Health Partnerships (MHP) seeks a full-time Account Specialist to partner with participants, build budgets, pay bills, and support budgeting and money management to promote independent living. Location is Philadelphia with hybrid in-office/remote schedule and a starting wage of $19/hour.

Responsibilities include working with participants to set financial goals, developing budgets, completing bookkeeping, and documenting progress in electronic health records.