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    Financial Advisor - Philadelphia, United States - JEVS Human Services

    JEVS Human Services
    JEVS Human Services Philadelphia, United States

    3 weeks ago

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    Description

    Job Description

    Job Description

    The Financial Advisor handles overseeing money management, social security, and other resource inquiries for individuals who live in a CLHS home.

    The Advisor's role is to safeguard funds and assure there is no mishandling of their funds while advising them how to spend their money to assure their needs are met.

    Responsibilities:

    • Maintains all records on consumer funds according to County and State regulations.
    • Provides financial counseling to individuals who can handle their own money.
    • Reconciles monthly spending, special spend downs, and personal spending within the RFMS system.
    • Supervises inventory of consumer personal possessions.
    • Submits payment requests to pay consumer bills, load pre-paid cards with personal spending, or write checks on consumer's behalf.
    • Prepares individual room and board contracts for new residents.
    • Maintains relationships with public agencies (Social Security, CAO, etc.) to maintain the proper level of benefit income and waiver renewal.

    Qualifications:

    • Associate degree in business or related field
    • Hands–on experience implementing individual financial programs a plus.
    • Knowledge of Windows, Outlook and Microsoft Office Professional, including Word, Access and Excel required.
    • Must have a valid driver's license.

    What's in it for you:

    • 401(k), with company match
    • Tuition assistance: Available to all employees with at least one year of service, for those enrolled in job-related, accredited, degree or certificate level courses
    • Health, Dental, and Vision coverage
    • Ample paid vacation and sick time
    • 10-12 paid holidays per year
    • Pre-tax commuter benefits
    • Continuing education, professional development opportunities, retreats, and training
    • Annual holiday party and office outings
    • Wellness workshops and activities and access to the Employee Assistance Program
    • Dress-down Fridays
    • Employee referral bonus
    • Reimbursement of eligible mileage and travel expenses

    The base pay for this position ranges from $45,000 to $53,000 and will vary based on factors such as skills and experience. Base pay is one part of the Total Compensation that JEVS Human Services provides to recognize employees for their work. JEVS provides competitive Benefits; we believe that benefits should support you at work and at home. Please visit the benefits page of our careers site for more details.

    At JEVS, we are committed to ensuring all our employees feel included, valued, appreciated and free to be who they are at work. We cultivate a culture where differences are valued, and we are putting resources and attention towards improving employee engagement, retention, and promotion of our talented staff.

    Diversity, inclusion, and equity are core principles that guide how we cultivate leaders, build our teams, and create an environment that is the right fit for JEVS Human Services' employees, our community partners, and the individuals we serve.

    For more information about what it's like to be a part of the JEVS team, visit our careers page at

    Qualified individuals with disabilities are encouraged to apply; reasonable accommodations will be provided. Please contact your recruiter if you are in need of an accommodation during the interview process.

    JEVS Human Services is committed to ensuring equal employment opportunities. The Agency will not engage in or tolerate unlawful discrimination (including any form of unlawful harassment) on account of a person's gender, gender identity, age, race, color, religion, creed, sexual preference or orientation, marital status, national origin, ancestry, citizenship, military status, veteran status, disability, or membership in any other protected group. Qualified individuals with disabilities are encouraged to apply; reasonable accommodations will be provided.

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