28 Financial Specialist- Full Time/Part Time Jobs in Rochester, NY
BalancedCare Community Services Inc is Hiring a Financial Specialist- Full Time/Part Time Near Rochester, NY
Description
This individual would be responsible for providing direct service to individuals who are in need of Rep Payee services and assist with managing client funds, as well as maintaining strong relationships with outside agencies.
Requirements
• Ability to communicate effectively with clients, staff and the community
• A strong customer service mentality paired with a friendly, helpful personality
• At least 1-3 years of direct customer experience
• Professional experience with Case Management, Funds Management, Budgeting and/or Forecasting
• Previous experience with data entry and utilizing computer systems
• Background in social work desired
• Understanding of Social Security policies and procedures
• Professional experience with diverse populations
• Incredible attention to detail and the ability to learn quickly
• Experience with Government contracts desirable
BalancedCare Community Services is currently expanding and looking for a motivated team-player to join our team as a Financial Specialist. We are looking for a candidate who can effectively resolve problems and manage financial incomes while prioritizing client obligations. Financial Specialist will assist with budgeting money for Veterans and individuals with disabilities. The Financial Specialist may also be required to assist with collecting documents for field audits when requested.
This position requires daily tasks including data entry to generate payment of client’s financial obligations as needed, sorting incoming mail and processing appropriately, and responding to calls from clients and caseworkers. The Financial Specialist will process referrals by phone, interview potential clients and assist with completing a proposed budget. The position involves working with diverse populations and requires effective communication and decision-making skills. Additional duties may be required as requested by the program director.
Associate’s degree in Social Work, Case Management or relevant experience.
Salary: TBD. depending on experience
Reports To: Director of Managed Financial Services
Supervises: N/A
Benefits Based On Employment Status: Medical & Dental Insurance, Life Insurance, Retirement Plan with employer match, Paid Time Off, Paid Holidays
Job Summary
Full Time|Part Time
$95k-120k (estimate)
03/09/2023
06/26/2024
The job skills required for Financial Specialist- Full Time/Part Time include Budgeting, Financial Services, Forecasting, Life Insurance, Customer Service, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Specialist- Full Time/Part Time. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Specialist- Full Time/Part Time. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Specialist- Full Time/Part Time positions, which can be used as a reference in future career path planning. As a Financial Specialist- Full Time/Part Time, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Specialist- Full Time/Part Time. You can explore the career advancement for a Financial Specialist- Full Time/Part Time below and select your interested title to get hiring information.
If you are interested in becoming a Financial Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Specialist job description and responsibilities
They also prepare and submit financial paperwork to government regulators.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Specialist jobs
Acquire an entry-level position at a bank or financial firm to learn how the market works and to understand how different products can help clients.
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Earning optional certifications such as the Chartered Financial Analyst designation for financial analysts can lead to better employment prospects and often to higher pay.
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Know the different types of financial analyst positions.
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Utilize the study sessions and register and obtain relevant licenses and certifications.
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Aspiring specialist will need to learn quickly and pick up whatever new skills are necessary.
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Step 3: View the best colleges and universities for Financial Specialist.
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