Financial Services Specialist

Job overview

The Financial Services Specialist role is onsite in 00961, PR; compensation is not specified. The position supports beneficiaries in navigating financial resource processes and administrative documentation. The role helps beneficiaries understand and complete applications, tracks case files, coordinates available resources, and maintains accurate records. It contributes to efficient, compliant service through reporting, interdepartmental coordination, and workshops.

What you'll do

• Assist with financial and administrative applications
• advise on financial planning, budgeting, and resource management
• process forms and maintain records
• prepare and analyze resource-distribution and account-status reports
• coordinate with departments
• conduct workshops or presentations
• follow applicable regulations and policies.

What we're looking for

Skills & competencies

financial services specialist

financial guidance

budgeting

resource management

application processing

administrative documentation

account reporting

federal regulations

excel

customer service

jobtracks

Work arrangement

• Weekend coverage required

Why this role

Spanish-language listing; experience with federal funds or regulated processes is sought, and medical-plan or related federal-process experience is preferred.

About the employer

JobTracks, Inc. is hiring for this role. Industry: Employment Placement Agencies. Sector: 56.