**The
Financial Health Assistant position is not a remote position.**
The
Financial Health Assistant will report to a Financial Health Manager within the
company or, in any initial or temporary absence of that role, a Vice President
or President of Moneycopilot, LLC.
As
a Financial Health Assistant, you will play a supporting role for Financial
Health Specialists and the local Financial Health Managers who are helping customers
with their savings and budgeting goals through a
standardized financial health program as defined by Moneycopilot,
LLC. You will help Financial Health
Specialists with customer planning, tracking, and any other
activities deemed necessary to help customers achieve the goals they set forth
in their financial health plans. You will also have administrative duties that
include data entry, company and customer payment processing,
document drafting and processing, customer records maintenance, and appointment
scheduling in support of the business as a whole.
The
responsibilities and duties of this job include, but are not limited to the
following.
- Assist
Financial Health Specialists with daily activities, including maintaining
calendars, preparing correspondence, and providing customer service.
- Facilitate
and resolve client service requests.
- Collaborate
with broader Moneycopilot team on efforts around customer
engagement and retention. Participate in and support creation of online, print,
and marketing content including for social media platforms.
- Interact
with clients in person and over the phone.
- Participate
in community functions and other company sponsored events in a supporting
capacity.
- Prepare
and review new account paperwork.
- Document
customer calls/sessions and results and makes reports to management as
required.
- Document
financial transactions by entering account information. Maintain records of
financial transactions by establishing accounts; posting transactions; ensure
legal requirements compliance.
- Summarize
customer financial status and project financial needs by collecting
information; preparing balance sheets, profit and loss statements, and other
reports.
- Maintain
financial security by following internal controls.
- Maintain
customer confidence and protect operations by keeping financial information
confidential.
- Prepare
financial and operational procedure documentation. Generate and process paper
and electronic documents.
- Maintain
admin functions of the office such as office supplies and mail.
- Work
independently, effectively, and efficiently.
- Other
duties as assigned.
Qualifications
that are necessary for someone to fill this position:
- A
genuine interest in personal finance.
- Possesses
a welcoming demeanor and has a natural aptitude for customer service
- Associate's
degree in a accounting, business, economic, or finance
related field of study or equivalent work experience.
- Great
verbal and written communication skills.
- Attention
to Detail.
- Deadline-Oriented.
- Data
Entry and Time Management.
- Solid
knowledge in Microsoft Office (particularly Excel), Google applications, Microsoft
Teams, & Zoom videoconferencing.
- Adaptable
and able to work collaboratively.
- Prior
experience in the finance industry is helpful but not required.
The
following compensation and time commitments apply.
- Must
be open to a flexible schedule Monday-Friday or Tuesday-Saturday. Some of our
events take place in the evenings, and we expect our Financial Health Assistants
to participate when available.
- This
is a part-time position at $10 per hour for up to 25 hours per week.
- This
position qualifies for bonus opportunities that can equal up to 7% of pay.
Moneycopilot, LLC is a money co-management
and trust administration company that focuses on improving customer financial
health by filling the gap that many people have when it comes to financial
discipline. Through a spectrum of services, Moneycopilot,
LLC is a trusted partner for customers who struggle
when it comes to handling their finances in a stable and forward thinking
manner. Through services like Creditcopilot, $idekick, and Tru$tPay, Moneycopilot, LLC helps customers manage their finances in
a way that inherently optimizes spending and saving, reduces debt, increases
creditworthiness, and leaves the customer better able to handle financial
storms overall.