Financial Specialist - Consumer Benefits Coordinator

As a Financial Specialist - Consumer Benefits Coordinator at Dungarvin, your responsibilities will include maintaining and verifying client accounts, processing payments, managing bills, and preparing annual Individual Financial Plans. Additionally, you'll manage household ledgers, ensure compliance with regulations, and maintain confidentiality regarding client financial records.

To qualify for the Financial Specialist - Consumer Benefits Coordinator position at Dungarvin, you should have at least two years of related work experience and a high school diploma or GED. While an Associate's Degree in Accounting or a related field is preferred, a solid understanding of financial and accounting procedures and proficiency in Microsoft Excel, Word, and Outlook are critical.

The wage for the Financial Specialist - Consumer Benefits Coordinator at Dungarvin starts at $19.25 per hour, with the potential to earn up to $20.35 based on the full range scale. This role not only offers a competitive wage but also includes a comprehensive benefits package that enhances your overall compensation.

As a Financial Specialist - Consumer Benefits Coordinator at Dungarvin, you will enjoy a reliable work schedule from Monday to Friday, 9 AM to 5 PM. This schedule provides a healthy work-life balance while allowing you to focus on contributing positively to the lives of those we serve.

Dungarvin is committed to the growth and development of its employees, including Financial Specialists. The company offers various training opportunities, access to professional development resources, and an employee referral program, all designed to encourage continuous learning and career advancement.

When answering this question, focus on specific examples from your previous roles where you successfully managed client accounts or handled financial tasks. Highlight your attention to detail, your knowledge of compliance regulations, and any software tools or methodologies you've used.

To answer, discuss your understanding of relevant regulations and guidelines, such as HIPAA and WAC, and how you apply them in practice. Describe your familiarity with auditing processes and maintaining confidentiality, and provide examples of how you’ve navigated compliance in past roles.

Highlight your skills in Microsoft Excel, Word, and Outlook, providing examples of how you've used these tools for financial reporting, data analysis, and communication. If you’ve used any specialized financial software, be sure to mention that as well.

Think of a specific challenge you've faced while managing a client's financial needs, such as a discrepancy in accounts or difficulties with vendor relationships. Elaborate on the steps you took to resolve the issue and the positive outcome that resulted.

Emphasize your understanding of the importance of confidentiality in financial roles, particularly concerning client data. Explain your methods for securely storing and sharing information, and any training you’ve received about handling sensitive information.

Discuss the value of clear and timely communication in your work. Provide examples of your communication strategies, including how you tailor your messages according to the needs of clients and vendors, and your approach for follow-ups.

Explain your organizational strategies, such as creating to-do lists or leveraging project management tools. Include examples from your past experience where effective prioritization led to successful task completion under tight deadlines.

Describe the types of financial reports you've prepared in the past, the data sources you utilized, and how you ensured accuracy and clear communication of the information. If you’ve worked with regulatory reports before, mention that experience as well.

Discuss your approach to ongoing education and professional development, such as subscribing to industry newsletters, attending workshops, or participating in relevant courses. Showcase your commitment to staying informed about regulations that affect your role.

Share personal stories that illustrate your passion for supporting individuals through financial expertise. Talk about any experiences that have shaped your motivation to contribute positively to clients' lives and how that aligns with Dungarvin's mission.