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Financial Assistant

Suna Solutions

Financial Assistant

San Diego, CA
Paid
  • Responsibilities

    Job Description

    RESPONSIBILITIES

    • Follow established procedures to maintain checks and balances.
    • Maintain multiple databases and spreadsheets.
    • Maintain check information, prints checks, using QuickBooks.
    • Provide account information and reconcile ledgers to case managers.
    • Reconcile records.
    • Cross-train on all processing procedures, including the EARP and PARS Programs.
    • Assist with processing EARP/PARS applications and checks, when needed.
    • Maintain document filing on a daily basis.
    • Protect client information at all times, to assure confidentiality, and in accordance with contract Article 14.
    • Process outgoing mail, deliver to Post Office, as determined.
    • Deliver deposits to the bank, as needed.

    SPECIFICATIONS, QUALIFICATIONS, AND COMPETENCY FACTORS

    • Experience as a mental health care consumer for self or family member strongly preferred.
    • A strong positive viewpoint towards mental health is essential.
    • Demonstrated ability to work with diverse populations plus the ability and desire to work as part of a team.
    • Ability to keep confidential information confidential and be discrete.
    • Willingness to support our Mission and Values.
    • Ability to drive with valid driver's license, auto insurance, and access to use of an automobile as needed.
    • Ability to type using computer is essential with competency using Microsoft Office programs. Prefer a minimum keyboard speed of 65 wpm.

    WORKING CONDITIONS AND JOB SETTING

    • Program headquarters is a standard office setting.
    • Environment with diverse populations routinely coming in for workshops or training.
    • Periodic lifting up to 15 pounds is required.

    STATUS: PART-TIME, HOURLY, MONDAY THROUGH FRIDAY, NON-EXEMPT

    Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performance by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

    Company Description

    DISCLAIMER: SUNA Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.

  • Industry
    Human Resources