Position Summary: The Matched Savings Program Associate is responsible for supporting the Chief Operating Officer in the management and day-to-day operations of CAAB's matched savings, cash transfer and emergency savings programs.
Matched Savings Program Associate
Location: Washington, DC
Position Summary: The Matched Savings Program Associate is responsible for supporting the Chief Operating Officer in the management and day-to-day operations of CAAB's matched savings, cash transfer and emergency savings programs.
Responsibilities
- Bookkeeping/recording transactions in accounting system.
- Review program Applications for program eligibility and follow up with clients regarding missing documents.
- Set up participants in CAAB database system.
- Open participant bank accounts and provide Welcome Letter.
- Maintain orderly client electronic files and paper records.
- Respond to inquiries via e-mail or phone requesting information on savings programs.
- Teach program orientation to new program participants
- Represent CAAB at local events as needed.
- Coordinate with Program Managers on participant tracking and data.
- Other related duties within the scope of this position, as assigned.
Requirements
- Experience with working with low- and moderate-income individuals and families
- Cultural understanding and awareness of socio-economic matters in the Washington metropolitan region
- Possess at least an Associate's Degree (AA) in business, finance, sales, marketing or related field
- Proficiency in Microsoft Office
- 2 years professional experience in non-profit bookkeeping using Quickbooks software
- Bilingual preferred but not required
- Excellent communication, presentation, time management and organization skills
- Ability to listen to customer needs and promote financially sound decision-making
- FBI/Police clearance and DC Child Protective Registry clearance are required
Interested in Applying? Please submit your resume with a cover letter to hr@caab.org.
About Capital Area Asset Builders
Capital Area Asset Builders (CAAB) is a non-profit organization whose mission is to create opportunities for low- and moderate-income individuals in the greater DC region to build financial security, savings, and wealth for the future.
Connect with CAAB via our social media platforms:
- Twitter: @CAAB_GreaterDC
- Facebook: https://www.facebook.com/CapitalAreaAssetBuilders
- LinkedIn: https://www.linkedin.com/company/capital-area-asset-builders
- Instagram: https://www.instagram.com/capitalareaassetbuilders/
