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Form of workDo you want to work with a great Team who work together for the better of our community? This is the place for you! In this position you will perform advanced, specialized financial support for clients, complex computer work while working with case managers and support staff for the better of our client's financial needs. If you have strong independent judgement, initiative, and bookkeeping/budgeting skills, we would like to review your skills.
Provide ongoing budget counseling to adults, within the guidelines set forth by the Social Security Administration, for the chronically mentally ill (CMI), alcohol and other drug addiction (AODA), and Long-Term Care clients
Problem solve daily with clients and their advocates regarding budget issues and other concerns
Prepare, distribute, order and/or verify client funds and monthly expenditures per the budget established for the client
Provide Social Security, clients and other agencies with financial information to update documents/systems in order to maintain client's eligibility for services and benefits
Verify clients receive benefits they are eligible for; communicate with appropriate agency and apply for additional benefits if needed
Analyze and interpret information of a complex nature pertaining to the Health and Human Services Department
Ability to communicate effectively and professionally with both internal and external customers in person, via phone, email and in writing
Gather/organize client financial information to assist with income tax and Wisconsin Homestead Credit preparation for the client
Keep current on pertinent county, state, and federal regulations, which pertain to the Representative Payee Program
Ability to follow complex oral and written instructions in order to fulfill the duties of the position
Responsible to request payments via on line banking as needed
Responsible to arrange for deposits into client accounts
Obtain information from various sources internally and externally in order to complete forms, documents, records, etc.
Maintain spreadsheets as needed for the department or for client information
Maintain accurate and complete client information
Assist and back up other team members and/or departments as required
Adhere to the confidentiality policy of the department in addition to Federal and State privacy laws
Annually update/maintain job process and duties
Attend required meetings/trainings and those recommended by Supervisor
NON-ESSENTIAL DUTIES:
Perform related functions as assigned for Human Services
MATERIALS AND EQUIPMENT USED:
General office equipment
Computer
Education and Experience:
High School Diploma including or supplemented by accounting/budgeting knowledge, plus two or more years of accounts payable experience; or any equivalent combination of education, training and experience which provides the necessary knowledge, skills and abilities to perform the job. It is necessary to have experience and knowledge in Word and Excel. This work requires independent judgment, initiative and the ability to work with various personalities/abilities of clients while completing work accurately and on a timely basis.
Licenses and Certifications:
Valid Driver's License
Knowledge of various possible benefits for clients
Knowledge of general office practices and skill in the application of those practices
Knowledge of and ability to utilize a computer and the required software
Knowledge of accounting/budgeting
Ability to operate standard office equipment
Ability to perform full data entry functions at a rate of 80 net keystrokes per minute
Ability to follow complex oral and written instructions
Ability to make basic arithmetic calculations
Ability to learn and apply specialized knowledge and skills of the department
Ability to assume responsibility and work independently
Ability to maintain emotional stability in stress situations
Ability to establish and maintain effective working relationships with staff and the public
Ability to maintain records and reports accurately
Ability to maintain the confidential nature of client and business information
Ability to work the required hours of the position
PHYSICAL DEMANDS:
Lifting 30 pounds maximum with frequent lifting and/or carrying of objects weighing up to 20 pounds
Intermittent standing, walking and sitting; occasional driving
Using hand(s) for repetitive single grasping, fine manipulation, pushing and pulling, and operating controls
Occasional bending, twisting, squatting, climbing, reaching, and grappling
Communicating orally in a clear manner
Distinguishing sounds at various frequencies and volumes
Distinguishing people or objects at varied distance under a variety of light conditions
This position description should not be interpreted as all-inclusive. It is intended to identify the major responsibilities and requirements of this job. The incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this description.
