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At Workplace Options, we are committed to and are accountable for building a workplace where individuals feel empowered to bring their whole selves to work, free from judgment or fear of discrimination. We understand that having a diverse organization is only the beginning and it will require nurturing and care to thrive. We will continue to take action to ensure we achieve equitable and measurable outcomes.

We strive to cultivate a space where diverse voices are not only heard but actively sought out and valued for the unique insights they bring. By embracing and promoting authenticity, we aim to build a vibrant and inclusive community that fosters collaboration, innovation, belonging and personal growth.

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Nous savons que la recherche d'un emploi intéressant et gratifiant peut être un long parcours.

Notre objectif est de rendre ce processus aussi facile que possible pour vous. Commencez votre parcours avec nous en consultant les offres d'emploi disponibles.

Chez Workplace Options, nous nous engageons à construire un lieu de travail où les individus se sentent habilités à apporter leur entièreté au travail, sans jugement ni crainte de discrimination, et nous en sommes responsables. Nous comprenons qu'une organisation diversifiée n'est qu'un début et qu'elle aura besoin de soins et d'attention pour s'épanouir. Nous continuerons à prendre des mesures pour obtenir des résultats équitables et mesurables.

Nous nous efforçons de cultiver un espace où les différentes voix sont non seulement entendues, mais aussi activement recherchées et appréciées pour les perspectives uniques qu'elles apportent. En embrassant et en promouvant l'authenticité, nous visons à construire une communauté dynamique et inclusive qui favorise la collaboration, l'innovation, l'appartenance et l'épanouissement personnel.

Financial Auditor- (Remote)

Remote

Part Time

Finance

Entry Level

Who we are:
Founded in 1982, WPO is the largest independent provider of holistic wellbeing solutions. Through our customized programs, and comprehensive global network of credentialed providers and professionals, we support individuals to become healthier, happier and more productive both personally and professionally. Trusted by 51% of Fortune 500 companies, we deliver high quality care digitally and inperson to over 75 million individuals across 116,000 organizations in more than 200 countries and territories. At WPO, you will be joining a team that is committed to improving employee wellbeing around the world.

Current opportunity: Financial Auditor
Location: Chesapeake, VA
Onsite/Hybrid/Remote: remote or hybrid
Shifts: part time) 20-25 hours Monday - Friday
Years of experience: a minimum of 5 years’ experience in financial counseling where military counseling is preferred.

What you will do:
Workplace Options have an exciting opportunity for a Financial Auditor position. This will either be a hybrid or fully remote call center environment position depending on your proximity to our Chesapeake, Virginia office. This position will be an integral part of the Military OneSource Team and has you assisting financial counselors in areas of quality control and supervision.

You can also take a look at the work we do to support members of our Armed Forces at http://www.militaryonesource.mil/.

Responsibilities:

Auditing: must perform 6 audits per consultant, which could be a mix of 3 case audits and 3 call audits monthly.
Coaching: will be required to provide feedback/coaching to financial counselors including areas of improvement with educational resources (websites, tipsheets, etc) that they may use for future development.
Reporting: create and update audit reports tracking identified issues for training and correction actions.

Qualifications/Skills:
To excel in this role, you will need the following qualifications and skills:

US citizen
Completed bachelor’s degree
Prior experience as a coach or auditor is a plus
Maintain a national certification as an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
Must be organized, disciplined and able to multi-task
They should personify positive customer service and maintain efficient work habits with excellent verbal and written communication skills.
Strong ability to work with a team or group of people efficiently
Able to handle fast paced and ever-changing environment while meeting production and quality standards for current position
Knowledge around specific financial programs and benefits, including but not limited to bankruptcy, budgeting, debt management, credit, basic investments, financial planning, financial report review (credit report), foreclosure prevention, home buying, small business, personal income taxes and military financial literacy (SBP, SGLI, VGLI, SCRA, BRS, TSP)

What we offer:
At Workplace Options, we don’t just deliver wellbeing services to our clients, we champion wellbeing for our own employees as well. Examples of our benefits and commitment to employee wellbeing include:
401K, Paid sick leave, Prevailing wages, Flexible scheduling options

At Workplace Options, we are committed to and are accountable for building a workplace where individuals feel empowered to bring their whole selves to work, free from judgment or fear of discrimination. We understand that having a diverse organization is only the beginning and it will require nurturing and care to thrive. We will continue to take action to ensure we achieve equitable and measurable outcomes.
We strive to cultivate a space where diverse voices are not only heard but actively sought out and valued for the unique insights they bring. By embracing and promoting authenticity, we aim to build a vibrant and inclusive community that fosters collaboration, innovation, belonging and personal growth.
For further details about WPO please check out our website www.workplaceoptions.com and this short video gives a great overview of what we do https://youtu.be/hJEOFUJ6QHU

Workplace Options collects and processes personal data in accordance with applicable data protection laws. If you are a European job applicant, refer to our Privacy Notice for further details (https://www.workplaceoptions.com/privacy-notice-for-recruitment/).

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