Financial Assistant

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee a portfolio of clients while cultivating trusted relationships.

• Deliver tailored financial coaching aligned with clients’ unique circumstances and objectives.

• Interact with clients via phone, chat, and email.

• Comprehend clients’ goals, motivations, and obstacles to financial advancement.

• Assist clients during financial emergencies, such as eviction, housing or food instability, and unexpected loss of income.

• Link clients to suitable resources.

• Assess each client’s overall financial landscape.

• Offer pertinent financial education and coaching.

• Investigate company-approved financial resources and alternatives.

• Aid clients in budgeting, cash management, debt alleviation, savings, and other financial objectives.

• Assist clients in developing actionable short- and long-term plans.

• Act as a trusted accountability partner throughout the client engagement.

⛳️ Requirements

• A sincere commitment to alleviating financial stress and enhancing the financial well-being of working families.

• Experience in a customer- or client-facing role, with proven examples of positively impacting a client’s situation.

• Background in banking, financial planning, credit counseling, or a related financial-services field preferred, but not essential.

• Compassionate and nonjudgmental approach to assisting others.

• Excellent communication skills with the ability to build trust remotely via phone, chat, and email.

• Strong critical-thinking abilities to gather, synthesize, interpret, and evaluate information.

• Proficient in using Google Workspace, Chrome, Slack, and similar platforms.

• Capacity to maintain appropriate professional boundaries.

• Growth-oriented mindset with the ability to swiftly apply new knowledge.

• Skill in identifying unspoken needs and simplifying complex information.

• Competence in thriving within a dynamic environment with shifting priorities.

• Residence in the contiguous United States in a location where Brightside is permitted to employ.

• Availability to work from 10:00 a.m. to 6:30 p.m. PT.

• Secure, reliable high-speed internet that meets Brightside’s technical and security standards.

• Consistent and timely attendance for the entire scheduled workday.

• Capability to work on a computer and respond quickly to real-time communications.

• Ability to join scheduled virtual meetings with camera and audio when reasonably necessary.

• Professional and secure remote-work setting that ensures client confidentiality.

• Successful completion of Brightside’s approximately six-week training and onboarding program.

🏝️ Benefits

• Full-time salaried exempt position.

• Completely remote work opportunity.

• Approximately six-week training and onboarding program provided.

• Dedicated support available throughout the training and onboarding process.

• Flexible accommodations as applicable.

• Inclusive work environment with equal opportunity employment.