Financial Assistant Representative Payee #1817

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EMPLOYMENT OPPORTUNITY

Title: Financial Assistant – Representative Payee

Job Requisition No.: 1817

Program: Administration Geneva, NY

Shift Schedule: Monday – Friday 8:00am – 4:00pm

Salary: Salary pay range is min. $18.75 to a max. $24.41 per hr. based on education & experience

Benefits

3+ weeks of Personal Time Off (PTO), first year of employment
Sick Time and Extended Illness Bank
9 Paid Holidays and 1 Floating Holiday
401(k) with Agency match
Voluntary Medical/ Dental/ Vision
Employer Funded Life Insurance
Employee Assistance Program (EAP)
Tuition Assistance

Agency Overview

Lakeview Health Services is a premier partner throughout the Finger Lakes region, providing safe, affordable housing, support, and rehabilitative services to persons with mental illness as well as health care coordination services to individuals with chronic mental and physical health challenges. We are dedicated to helping individuals identify and achieve personally meaningful and measurable life goals, and to realize their full potential. Lakeview seeks to create an environment of learning and development that will lead to an engaged, motivated, and high performing team with a devotion and commitment to client service.

Essential Job Functions Overview:

Primarily responsible for providing support to individuals with disabilities regarding financial matters. Coordinates the organization’s representative payee program which is responsible for establishing and maintaining entitlements for eligible recipients of Social Security to manage monthly bills and personal spending. Also performs a variety of record keeping duties involving statistical and financial records in relation to the organization’s accounts receivable. Individual should strive to create a healing environment that respects the perspectives and experiences of the individuals, families, staff, and communities we serve by practicing safe, respectful communication as well as respecting individuals’ boundaries and differences

Essential Job Functions:

Representative Payee

Acts as agency liaison with Social Security
Attend meetings as required, including admission, discharge and departmental meetings
Responsible for tracking and recording receipt of Social Security benefits
Prepare timely and accurate consumer personal needs disbursements on a weekly basis
Interface with community resources including Department of Social Services, Social Security Administration, etc. to ensure consumers maintain funding and ensure its continuity and stability
Inform Social Security about changes that may affect an individual’s eligibility for benefits and complete documentation as required to maintain benefits
Report payee’s employment income to Social Security Administration
Ensure that consumer assets do not exceed the Social Security resource limit
Maintain financial and Social Security files on each representative payee consumer
Reconcile consumer ledgers
Meet with consumers as needed to conduct financial matters and complete Social Security requests for information, may require on site program visits
Assist in setting up trust and/or irrevocable burial accounts
Process returns to Social Security, SSP or counties as needed
Ensure compliance with representative payee laws and guidelines by preparing reports required by Social Security
Provide assistance and expertise to residential staff involved with financial applications, recertifications and entitlement concerns for our consumers
Oversight of consumer resources and assets in strict compliance with Social Security regulations
Update and refresh job knowledge by participating in educational opportunities

Accounts Receivable

Perform prompt and accurate processing of all deposits
Post payments by recording cash and checks
Balance and compile cash receipts and accounts receivable journals
Maintain complete and accurate records of all accounts receivable transactions, reports, and related statistics
Assist in resolving collections by examining consumer resources, payment plans and payment history
Coordinate internal and external personnel to ensure that proper systems are in place to expedite the collection of amounts due

Other

Prepare documentation required for internal and third-party audits as assigned
Function in accordance with established standards, procedures and applicable regulations
Assist other finance department staff as needed
Ensure the safe and secure retention of historical accounting data

Education and Experience:

Typical qualifications would be an associate’s degree in accounting and 2 years of related experience or any combination of education and/or experience providing the necessary skill and knowledge for successful performance would be qualifying. Valid NYS Drivers License as driving is an essential function of the position.

Knowledge:

Demonstrate proficiency in the principles, procedures, and practices of general accounting and accounts receivable; experience with computerized accounting systems; and knowledge of funding sources within the service arena. Must be proficient in Word and Excel.

Skills and Abilities:

Use of contemporary office equipment including, but not limited to, a multi-line phone system, computer, fax machine, copier, e-mail, and voice-mail; to be consistently accurate in arithmetic, reconciling accounts, and generating reports; to plan, organize, and complete work as assigned; to work effectively and professionally with co-workers and Supervisor; to communicate clearly and effectively with diverse individuals and to recognize and maintain appropriate confidentiality of clients and work materials. Strong attention to detail, high degree of accuracy, and excellent organizational skills. Must be able to work with frequent interruptions, in the absence of supervision, and always maintain a professional and welcoming demeanor.

Any external candidate interested in this employment opportunity, please visit our web site at www.lakeviewhs.org.

Lakeview Health Services, Inc. complies with the legal requirement to take affirmative action and not discriminate on the basis of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, or status as a protected veteran. Further, Lakeview Health Services, Inc. will not discharge or otherwise discriminate against applicants or employees who inquire about, discuss, or disclose their compensation or that of others, subject to certain limitations.

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