CAAB

Investing in People, Strengthening Communities

CAAB is Seeking a Matched Savings Program Associate

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. 

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How to give

Now, more than ever, non-profits like Capital Area Asset Builders (CAAB) need your help. Please support CAAB as we continue to help DC residents manage and/or improve their financial situation during these difficult times. If you can't afford to give a monetary gift, please visit our Amazon Wish List where you can choose from a variety of items that CAAB needs in order to better serve our community.

or send a check or money order to
Capital Area Asset Builders (CAAB)
c/o Joseph Leitmann-Santa Cruz, CEO & Executive Director
1100 H Street NW, Suite 200
Washington, DC 20005