Financial Administrator – Financial Management Hub

2 weeks ago

Edmonton, Canada E4C Full time
Position titleFinancial Administrator - Financial Management HubDescription

Are you a passionate change agent who understands what it means to empower individuals? Would you enjoy working as part of a team in the Edmonton Inner City that supports people in achieving their own financial goals? Do you identify as being collaborative, a solution focused problem-solver, and having strong attention to detail? e4c is looking for a Financial Administrator that engages with persons served on how to plan their spending and how to work their own individual budget plan

The Financial Administrator is an essential part of the Financial Management Hub (Hub) team that enhances the capacity of individuals and families who may be experiencing complex issues related to housing and financial issues. Through referrals by the Housing First programs and Alberta Health Services, the Financial Administrator will utilize person-centered approaches and facilitate positive relationship-building to empower individuals in achieving their own financial goals

What you bring to the team

 You possess a diploma in human services or related discipline. Direct experience working in the social services nonprofit sector is an asset. You understand the barriers to financial stability that vulnerable individuals & families face. You understand the impact of intergenerational trauma. Your personal beliefs are in line with a view of the world is with a lens of equity social justice. You understand that people are in control of the choices they make, and your non-judgmental support is a catalyst for change You do not need to be a financial wizard, but you do need to understand the importance of financial stability and be comfortable helping others navigating different government and community programs. You can embed in your work the practices of harm reduction, person-centered, trauma-informed, and strength-based approaches. You can remain confident and calm. This work may involve de-escalating situations with individuals under the influence of drugs or alcohol or experiencing a mental health crisis. You are comfortable working with different Microsoft computer applications. Knowledge and use of Intuit QuickBooks and Efforts to Outcome software is an asset. You can use your personal vehicle to visit various locations.

Important work you will do at e4c

You will use a person centered, relational practice, trauma sensitive, and harm reduction framework to create a safe and welcoming environment for individuals accessing services at the HUB. You will negotiate with collection agencies and other creditors to help ensure individuals are not being taken advantage of. You will inform people of their basic human rights and ensure their rights are respected. You will ensure the people we serve are receiving the benefits they are entitled to. You will identify systemic barriers in support of your agencies efforts to advocate for system change/evolution. You will be a part of crisis intervention and provide consultation regarding spending plans or community resources to maintain stability. You will use Efforts to Outcome and Intuit QuickBooks to ensure an organized, accurate and efficient service that meets the individuals' needs and goals while capturing inputs and outcomes. You will be a part of sharing knowledge and tools required to help individuals build their financial literacy and work towards achieving stability in their lives. Responsibilities

Financial Administration

Schedule intake meeting and meet with client and referral agent to complete the necessary documents for service at HUB. Protect the interests of the client by assisting them to understand documents that are being signed. Provide bank with the required documents and signatures to open a trust account. Ensure bills are paid on time either on line or by cheque. Negotiate with collection agencies and other creditors on behalf of the client and guide the client through the maze of hierarchies and bureaucratic departments to ensure the client is receiving all the benefits the client is entitled to. Support client with crisis intervention in person or via the telephone or provide consultation in regards to spending plans or other plans that have been made in conjunction with the client. Disperse daily cash to clients on a rotation bases. Transfer funds from trust accounts to client’s personal accounts or deposit the funds into client’s personal accounts at other banks by making regular trips to the bank to complete banking transactions. Monitor bank accounts daily for accuracy and availability of funds needed for the necessities of life for the client, such as rent, utilities, food, bus passes etc. Purchase gift cards, bus passes, bus tickets etc. as requested by clients. Reconcile bank accounts to the data base on ETB. Accompany client to various agencies and provide resources as required in order for the client to maintain their stability. Encourage and assist clients to participate in the financial literacy workshops. Attending case conferences with and for clients. Other duties may be assigned.

Support and Community Referral

Promote teamwork to meet Agency goals, building positive relationships and supporting individuals equitably and fairly. Provide a safe environment for clients coming into the office to complete their business. Work in collaboration with other e4c programs, Homeward Trust, Alberta Health Services and partner agencies to provide a continuum of services. Advocate for clients when necessary. Develop and maintain positive relationships with banking staff, AISH workers, Income Support Workers as well as open and honest communications.

Administration

Complete data entry on delivery of the Financial Administration Services through ETB, Efforts to Outcomes and narrative data. Maintain an adequate filing system by keeping documentation filed in a timely and logical manner. Maintain thorough and accurate case notes. Maintain confidentiality as directed by FOIP. Compile written monthly reports. Adhere to program and agency policies and procedures. Always be aware of environment to ensure safety for clients, team members and oneself. Attend and participate in regularly scheduled team meetings and activities. Qualifications

Education and Certifications

Undergraduate degree in the field of Human Services or adult education Current De-escalation, First Aid and Crisis Intervention Training is required. Must provide clear Police Information Check with Vulnerable Sector. Requires use of reliable vehicle (current: vehicle insurance proof of 2 million liability, vehicle registration, driver’s abstract).

Experience

Familiarity working with people experiencing complex needs. Knowledge of office equipment and computer software programs i.e., MS Word; MS Excel and MS Outlook Knowledge of Agency Programs, Accounting and Financial Literacy is an asset.

Competencies

Working Alongside Other Organizations – collaborative; people oriented. Strong Interpersonal and Organization skills - detail oriented, analytical thinker. Self-directed and motivated but clearly able to follow direction Adaptable – prioritizing emerging priorities. Self-Awareness and Impact - ability to carry through with professional development

  • Financial Administrator

    2 weeks ago

    Edmonton, Canada e4c Full time

    Description Are you a passionate change agent who understands what it means to empower individuals? Would you enjoy working as part of a team in the Edmonton Inner City that supports people in achieving their own financial goals? Do you identify as being collaborative, a solution focused problem-solver, and having strong attention to detail? e4c is...

  • Financial Administrator

    2 weeks ago

    Edmonton, Canada e4c Full time

    Description Are you a passionate change agent who understands what it means to empower individuals? Would you enjoy working as part of a team in the Edmonton Inner City that supports people in achieving their own financial goals? Do you identify as being collaborative, a solution focused problem-solver, and having strong attention to detail? e4c is...

  • Financial Administrator

    2 weeks ago

    Edmonton, Canada e4c Full time

    Description Are you a passionate change agent who understands what it means to empower individuals? Would you enjoy working as part of a team in the Edmonton Inner City that supports people in achieving their own financial goals? Do you identify as being collaborative, a solution focused problem-solver, and having strong attention to detail? e4c is...

  • Financial Administrator

    7 days ago

    Edmonton, Canada e4c Full time

    Description Are you a passionate change agent who understands what it means to empower individuals? Would you enjoy working as part of a team in the Edmonton Inner City that supports people in achieving their own financial goals? Do you identify as being collaborative, a solution focused problem-solver, and having strong attention to detail? e4c is...

  • Financial Administrator

    2 weeks ago

    Edmonton, AB, Canada e4c Full time

    Description Are you a passionate change agent who understands what it means to empower individuals? Would you enjoy working as part of a team in the Edmonton Inner City that supports people in achieving their own financial goals? Do you identify as being collaborative, a solution focused problem-solver, and having strong attention to detail? e4c is looking...

  • Financial Advisor

    3 days ago

    Edmonton, Canada 360 DEGREE FINANCIAL Full time

    ROLE/ DESCRIPTION360 degree financial(Services are offered in partnership with Experior Financial Group) is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered...

  • Financial Advisor

    2 days ago

    Edmonton, Canada 360 DEGREE FINANCIAL Full time

    ROLE/ DESCRIPTION 360 degree financial(Services are offered in partnership with Experior Financial Group) is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program...

  • Chief Financial Officer

    3 weeks ago

    Edmonton, Canada Biznes Financial Services Inc Full time

    Education: Bachelor's degree - Experience: 3 years to less than 5 years **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Establish financial and administrative controls; formulate and approve...

  • Financial Representative

    4 weeks ago

    Edmonton, Canada Serenia Life Financial Full time

    Location: Alberta Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial...

  • Financial Advisor

    2 days ago

    Edmonton, Alberta, Edmonton region, Canada 360 DEGREE FINANCIAL Full time

    ROLE/ DESCRIPTION360 degree financial(Services are offered in partnership with Experior Financial Group) is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered...

  • Financial Clerk

    3 weeks ago

    Edmonton, Canada Biznes Financial Services Inc Full time

    Education: Secondary (high) school graduation certificate - Experience: Will train **Tasks**: - Compile records of deposit, loan and mortgage payments - Prepare real estate rentals, sales and listings data - Store, update and retrieve financial data - Sort, verify and process financial transactions - Verify and balance transactions - Calculate service...

  • financial clerk

    6 days ago

    Edmonton, Canada Biznes Financial Services Inc Full time

    Education: Secondary (high) school graduation certificateExperience: Will trainTasksCompile records of deposit, loan and mortgage paymentsPrepare real estate rentals, sales and listings dataStore, update and retrieve financial dataProcess applications for loans and mortgagesSort, verify and process financial transactionsVerify and balance transactionsNotify...

  • financial clerk

    7 days ago

    Edmonton, Canada Biznes Financial Services Inc Full time

    Education: Expérience: EducationSecondary (high) school graduation certificateTasksCompile records of deposit, loan and mortgage paymentsPrepare real estate rentals, sales and listings dataStore, update and retrieve financial dataProcess applications for loans and mortgagesSort, verify and process financial transactionsVerify and balance transactionsNotify...

  • chief financial officer

    2 weeks ago

    Edmonton, Canada Biznes Financial Services Inc Full time

    Education: Bachelor's degreeExperience: 3 years to less than 5 yearsTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and...

  • chief financial officer

    2 weeks ago

    Edmonton, Canada Biznes Financial Services Inc Full time

    Education: Expérience: EducationBachelor's degreeTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and programsRepresent the...

  • Investment Specialist

    5 days ago

    Edmonton, Canada BMO Financial Group Full time

    5503 23rd Avenue Edmonton Alberta,T6L 7B9 Londonderry Mall, Kingsview Mall, Bonnie Doone Mall, Westmount, Sherwood Park, St. Albert, Wolf Willow Place, Mill Woods. *Please Specify Locations of Interest when applying. Don't see a location listed, let us know - we are always open to speak about what could be! Provides financial and investment planning and...

  • Relationship Manager

    4 weeks ago

    Edmonton, Canada First Nations Financial Management Board Full time

    **Position Overview** Reporting to the Senior Relationship Manager (“SRM”), the Relationship Manager (“RM”) is accountable for supporting _existing_ and _potential_ clients of the First Nations Financial Management Board (“FMB”). The RM coordinates and collaborates with all FMB business lines and contributes to a high performing and engaged...

  • Financial Services Professional Entry Level

    3 weeks ago

    Edmonton, Canada KP Financial Professionals Full time

    Company DescriptionCompany focus is educating and assisting all Canadians, regardless of wealth, build financial independence and stability.Role DescriptionThere are both part and full time opportunities. The Financial Services Professional will learn to provide clients with personalized financial advice and guidance. The role involves assisting clients with...

  • Financial Services Professional Entry Level

    4 weeks ago

    Edmonton, Canada KP Financial Professionals Full time

    Company Description Company focus is educating and assisting all Canadians, regardless of wealth, build financial independence and stability. Role Description There are both part and full time opportunities. The Financial Services Professional will learn to provide clients with personalized financial advice and guidance. The role involves assisting clients...

  • Financial Services Professional Entry Level

    3 weeks ago

    Edmonton, Canada KP Financial Professionals Full time

    Company DescriptionCompany focus is educating and assisting all Canadians, regardless of wealth, build financial independence and stability.Role DescriptionThere are both part and full time opportunities. The Financial Services Professional will learn to provide clients with personalized financial advice and guidance. The role involves assisting clients with...