Wealth Management Specialist jobs in Kennewick, WA

CAPECO is a diverse group of people who are committed to creating a thriving community by providing education, resources, and services dedicated to eliminating poverty and contributing to the success of our community members. We hire people from all walks of life not because we must, but because we know it makes us stronger. If you share our passion for community, then we would love to meet you!

POSITION: MONEY MANAGEMENT SPECIALIST
Supervised by: Program Manager & Director of Programs
Department: Services for Independence
Classification: Regular Full Time
Position Status: Non-Exempt
Location: Main Pendleton Office
Salary: $3,453/month
Benefits: Health, Dental, RX, Vision, FSA, Life Insurance, 401K Plan, Vacation, Sick and Holidays

POSITION OVERVIEW:
This position will work with the Money Management team as a Representative Payee. The candidate chosen for this position will work with individuals who have been determined to need assistance with their finances and bill payments as determined by Social Security, Adult and People with Disabilities, and/or the Veteran’s Administration. The majority of this position is spent working directly with clients and utilizing a specialized software program. This position requires that you effectively interact with clients with diverse backgrounds and treat each client with respect, dignity, and compassion.

ESSENTIAL JOB FUNCTIONS:
An employee in this position may be called upon to do any or all of the following essential functions. These examples do not include all the duties which the employee may be expected to perform. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. To perform this job successfully, an individual must be able to perform each essential function satisfactorily with or without reasonable accommodation.

• Work with clients on a one-on-one basis to maintain budget and determine possible weekly allotments.
• Manage client bills and issue payments according to policies and procedures.
• Advocate on client’s behalf with landlords, creditors, and legal system.
• Use Representative Payee Manager Software, on-line banking, and computer on a daily basis to update clients’ information and complete transactions.
• Maintain client files accurately, ensuring appropriate documentation is present.
• Complete and maintain reports in a timely manner.
• Pick up and distribute mail, as necessary.
• Attend trainings as assigned.
• Work with all departments of CAPECO to provide wrap around services to participants.
• Other duties as assigned

REQUIRED KNOWLEDGE, SKILLS, ABILITIES & MINIMUM QUALIFICATIONS:
The requirements listed below are representative of the knowledge, skills, abilities, and minimum qualifications necessary to perform the essential functions of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Associate degree in related field which can be substituted for two years of comparable experience and/or training or equivalent combination of education and experience.
• Must have experience using a computer extensively.
• Excellent customer service skills.
• Ability to communicate effectively, both written and verbally.
• General knowledge of household budgeting and daily money management.
• Accuracy in maintaining financial records.
• Ability to work cooperatively with a wide variety of individuals including people with significant physical and mental impairments and varying socioeconomic backgrounds.
• Must have the ability to manage multiple clients/accounts simultaneously and respond to immediate requests for specific program information.
• Bi-lingual is preferred but not necessary to the position.

WORK ENVIRONMENT AND PHYSICAL DEMANDS:
The physical demand and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to bend, kneel, and crouch. Specific vision abilities required by this job include close vision and distance vision. The noise level in the work environment is usually moderate. The employee must occasionally lift, and/or carry/move objects up to 25 pounds.

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, smart phones, photocopiers/scanners, shredders and filing cabinets.

SPECIAL REQUIREMENTS:

• Must pass a criminal history background investigation however, a conviction of a crime may not necessarily disqualify an individual from this position.
• CAPECO is a drug free workplace and pre-employment drug screening will be required.
• Possession of or ability to obtain a valid driver’s license and insurable driving record is required.

EQUAL OPPORTUNITY EMPLOYER
CAPECO does not discriminate in employment opportunities or practices based on race, color, national origin, religion, sex, sexual orientation, gender identity/transgender status, age, disability, veteran or marital status, genetic information or any other characteristic protected by applicable law.