Financial Readiness Support jobs in United States
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Cherokee Federal · 10 hours ago

Financial Readiness Support

Cherokee Federal is a division of tribally owned federal contracting companies focused on serving the government’s mission with compassion. The Financial Readiness Support Specialist will provide comprehensive support to clients seeking financial assistance, handling various administrative tasks and client interactions to ensure the program runs smoothly.

GovernmentNon ProfitProfessional ServicesPublic Relations
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Responsibilities

Welcome visitors and assist potential clients as needed to determine needs
Receive and screen phone calls. Refer telephone calls to appropriate staff members or to appropriate agencies as necessary
Distribute program applications/paperwork to potential clients and assist clients with paperwork as needed to ensure all paperwork is appropriately completed per program standards
Assist with out-processing clients as necessary for program
Assist with writing documents such as Standard Operating Procedures (SOPs) and After Action Reviews (AARs) as requested by Program Manager. Ensure all documents are free of grammatical errors before being signed by ACS Director and/or Garrison Commander
Comprise packets as needed for classes, trainings, and briefings. Ensure sign-in sheets are available as necessary for schedule events for staff
Maintain program records per IMCOM Certification standards
Utilize AER/FRP Information Systems to upload documents as required by program regulations
Assist Program Manager with social media campaigns, marketing requests, and community awareness/outreach for the program and upcoming events
Schedule appointments for AER/FRP staff members and perform administrative duties as directed/requested by Program Manager
Performs other job-related duties as assigned

Qualification

Financial readinessClient supportAdministrative dutiesProgram managementCommunity outreach

Required

Active Public Trust clearance or the ability to obtain a Public Trust clearance
High school diploma and three years of experience in a work setting (can be a combination of volunteer and paid) greeting clients, evaluating needs, and providing information and referral services
Must be able and willing to talk to clients and assist with training elements
Must be able and willing to complete all Financial Literacy and Milestone Training elements, in order to properly convey the services, the programming
Must pass pre-employment qualifications of Cherokee Federal offers

Benefits

Medical
Dental
Vision
401K
And other possible benefits as provided

Company

Cherokee Federal

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Cherokee Federal, a division of Cherokee Nation Businesses, is a trusted team of government contracting professionals who can rapidly build innovative solutions.

Funding

Current Stage
Late Stage

Leadership Team

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Clint Bickett
Chief Operating Officer
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Charity Mackenzie
Executive Staff Coordinator to VP of HR and CIO
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