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Financial Navigator
Financial NavigatorLutheran Social Service of Minnesota • Saint Paul, Minnesota, USA
Financial Navigator

Financial Navigator

Lutheran Social Service of Minnesota • Saint Paul, Minnesota, USA
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Lutheran Social Service of Minnesota is a dynamic social service organization serving children youth and families people with disabilities older adults and military veterans. Trustworthiness is a value and strength shared by our employees and recognized by the communities we serve. We offer an Alive Workplace (Supportive Positive and Fun) and careers that challenge energize and reward employees. Consider joining us!

Job Summary :

As a Financial Navigator you will provide a range of financial support and reporting of the financial affairs of its vulnerable clients in Supported Decision-Making - Guardianship Options.

  • Maintain financial documentation according to policy and present to all internal and external auditors upon request.
  • Document and bill service hours for each assigned client following SDM-GO policy and procedures.
  • Assist with finances associated with the clients estate including but not limited to payment of bills reconciling accounts handling deposits etc.

Qualifications and Requirements :

  • Associates degree or two years of related experience.
  • A minimum of two years of experience in accounting bookkeeping or customer service is required.
  • Required satisfactory completion of National Guardianship Associations Finance Certificate Program after one year of service.
  • Knowledge of accounting packages like Great Plains QuickBooks or TurboCash preferred.
  • Financial management experience with asset and investment management preferred.
  • Coordinating skills required to organize and maintain separate financial records for 30 to 60 individual clients.
  • Computer literacy spreadsheets word processing and basic budgeting is required.
  • Strong communication skills are required to work as a team and present financial information in a conscientious manner. Also required to be a good listener and ask questions.
  • Strong administrative skills needed to monitor financial data and interpret financial policies and procedures.
  • Able to work under pressure and handle stressful situations in a calm and professional manner.
  • A DHS criminal background check is required.
  • Excellent accuracy and attention to detail regarding financial tasks (paying bills transferring assets depositing client funds).
  • Good planning and organizational skills; able to determine priorities and manage time appropriately.
  • Sounds judgement and problem-solving skills required to analyze problems regarding the best interest of clients.
  • Key Skills

    Financial Services,Financial Models,Account Management,General Ledger Accounts,ERP,Payroll,External Auditors,Customer Relationships,Credit Card,Financial Statements,Business Units,Annual Budget,Income,New Clients,Financial Management

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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    Financial Navigator • Saint Paul, Minnesota, USA

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