Financial Assistant
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Job Description
Financial Assistant coaching working families on debt, credit, cash flow, and savings. Delivering compassionate remote support through Brightside’s holistic employee financial wellness benefit.
Responsibilities:
- Manage a portfolio of clients and build trusted relationships
- Provide personalized financial coaching based on clients’ circumstances and goals
- Engage with clients by phone, chat, and email
- Understand clients’ goals, motivations, and barriers to financial progress
- Support clients through financial crises, including eviction, housing or food insecurity, and unexpected income loss
- Connect clients with appropriate resources
- Evaluate each client’s broader financial picture
- Provide relevant financial education and coaching
- Research company-approved financial resources and options
- Help clients with budgeting, cash management, debt reduction, savings, and other financial goals
- Help clients create practical short- and long-term action plans
- Serve as a trusted accountability partner throughout the client relationship
Requirements:
- Genuine desire to reduce financial stress and improve the financial health of working families
- Experience in a customer- or client-facing role, with demonstrated examples of improving a client’s situation
- Experience in banking, financial planning, credit counseling, or another financial-services environment preferred but not required
- Empathetic, nonjudgmental approach to serving others
- Strong communication skills and ability to build trust remotely through phone, chat, and email
- Critical-thinking skills and ability to collect, synthesize, interpret, and evaluate information
- Comfort using Google Workspace, Chrome, Slack, and similar platforms
- Ability to maintain appropriate professional boundaries
- Growth-oriented mindset and ability to quickly apply new information
- Ability to recognize unstated needs and simplify complex information
- Ability to work effectively in a fast-paced environment with evolving priorities
- Residence in the contiguous United States and a location where Brightside is authorized to employ
- Availability to work 10:00 a.m.–6:30 p.m. PT
- Secure, reliable high-speed internet meeting Brightside’s technical and security requirements
- Reliable and punctual attendance for the full scheduled workday
- Ability to work at a computer and respond promptly to real-time communications
- Ability to participate in scheduled virtual meetings with camera and audio when reasonably required
- Professional and secure remote-work environment protecting client confidentiality
- Successful completion of Brightside’s approximately six-week training and onboarding program
Benefits:
- Full-time salaried exempt position
- Fully remote work
- Approximately six-week training and onboarding program
- Dedicated support throughout training and onboarding
- Flexible accommodations where applicable
- Inclusive workplace and equal opportunity employment
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