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Financial Coordinator

4 weeks ago

Victoria, Canada Maximus Full time

Company Profile:
**Job Description**:
**Role Summary**

Reporting to the Employment Services Manager, the Financial Coordinator supports WorkBC Clients’ financial and employment objectives by assessing financial support needs and coordinating available resources according to Client eligibility. The Financial Coordinator establishes positive working relationships with clients in order to understand financial support needs and negotiate appropriate financial arrangements according to eligibility and client objectives.

**Accountabilities**
- Reviews required eligibility and funder to determine required paperwork for
- Course information and costs
- Unconditional letter of acceptance
- Quote/costs for books and supplies
- Transportation
- Dependent care costs and details
- Disability-related support quotes
- Completes required documentation and communication to verify client eligibility for EI related services when applicable.
- Reviews client financial information and creates client budget and financial agreements.
- Reviews and negotiates preliminary budgets and financial agreements with clients.
- Requests budget approval from Provincial Director.
- Creates payment schedules and budgets for accounting department.
- Meets with clients to discuss training and sign required financial agreements.
- Reviews wage subsidy employment agreements.
- Liaises with daycare providers and issue child daycare supports.
- Scans and uploads receipts to ICM in accordance with WorkBC policy.
- Mitigates overpayments to clients.
- Initiates overpayment collection process with assistance from the manager.
- Monitors client progress to ensure clients are successful in training, self-employment and wage subsidy programs.
- Liaises with employers regarding wage subsidy documentation, agreements and pay schedules.

**Education and Experience**
- Post-secondary certificate, diploma, or degree in Finance, Negotiations, Commerce, Marketing, Business Administration, or related field and two (2) or more years of related experience in employment services or other support services industry, or an equivalent combination of experience and education.
- Proficient with standard office equipment and software, Microsoft Word, Excel, PowerPoint and Outlook are required.
- Proficiency in ICM usage considered an asset.

**Knowledge, Skills and Abilities**
- Demonstrated experience providing services and support to individuals with complex barriers
- Knowledge of various income assistance and financial related support programs
- Capacity to effectively conduct and interpret Client financial needs assessments
- Demonstrated ability to create client financial plans, implement and monitor budgets
- Ability to communicate objectives and establish productive relationships with multiple stakeholders including local employers and community agencies.
- Demonstrated ability to implement financial policies and procedures.

**Core Competencies**

Seeing the Big Picture
- Seeing the Big Picture means being able to look beyond your own role and tasks and having an awareness of how your activities feed into the performance of your team, your department and the organization. It is about focusing on delivering the goals of MCES in the most effective and efficient way possible. It is about the ability to make a connection between your day to day tasks and the overall goals of your department and your employer.

Changing & Improving (Resilience)
- Changing and improving involves using initiative to look for more efficient and better ways to complete the work and taking steps to make the change happen. It is all about being adaptable, open to and accepting of change that is being done to you and your area of work. It also includes the concept of continuous learning and developing and dealing with change efficiently.

Leadership
- Leadership means being a role model, inspiring colleagues to conduct themselves with authority and integrity, and to carry out their tasks with enthusiasm. Involves showing enthusiasm, pride and passion in your work and taking personal accountability for your role (whatever it is in the company).

Communicating & Influencing
- Communicating and influencing means getting your message across in a way that is understood by your audience. Being able to communicate clearly, honestly and concisely both orally and in writing in a persuasive and accurate way. It is also about being able to take the views of others into consideration and using your skills to persuade them of the value of your ideas.

Working Together (Teamwork)
- Working together means being a team player, contributing, collaborating, offering support and help to colleagues, sharing ideas, giving advice and input in order to get something done, or help someone else in meeting their objectives. Involves building relationships within your own area and outside, and being enthused about sharing knowledge, information and learning. It is about showing genuine interest when listening to o