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We are seeking a detail-oriented individual to oversee financial stewardship activities for individuals residing in our agency’s programs, specifically those requiring assistance with benefit administration.
Job Responsibility:
Oversee financial stewardship activities for individuals residing in our agency’s programs, specifically those requiring assistance with benefit administration.
Requirements:
Prepare and submit requests to designate the agency as financial agent for benefit recipients
Adhere to all applicable guidelines for managing participant funds across diverse benefit programs
Handle completion of mandated benefit documentation, such as income reporting and annual review forms
Monitor participant communications daily, respond to benefit-related correspondence, and manage scheduling for agency and recipient appointments
Support the review and processing of annual eligibility forms
Troubleshoot and resolve funding and eligibility issues
Open and manage financial accounts, validate income flows, and periodically audit personal funds
Establish financial protocols for new arrivals to agency-operated residences
Reconcile participant and agency-related financial accounts each month
Serve as liaison for benefit-related matters, engaging with government agencies, financial institutions, families, and participants
Act as the central contact point for participant allowance questions and income management matters
Conduct site visits to meet with program participants, learn about their financial preferences, and perform in-person fund audits