Personal Funds Coordinator

Job description

Description:

Support Solutions seeks talented, gifted, and creative individuals to add to our dynamic team of individuals who work in our ECF (Employment and Community First) CHOICES program. If you are ready to become a contributor to an industry leader in the field of Intellectual Disabilities, we encourage you to apply to become a valued team member. We are looking forward to having someone like you to lead us into the future!

The Personal Funds Coordinator serves as the representative payee and manages the checking accounts and other resources for the people we serve.

• Compiles and sorts documents, such as invoices and checks, substantiating business transactions.
• Verifies and posts details of business transactions, such as funds received and disbursed, and totals accounts to ledgers or computer spreadsheets and databases.
• Audits invoices against purchase orders, researches discrepancies, and secures approval for payment.
• Investigates problems that vendors or purchasing agents have with obtaining payment for bills.
• Prepares vouchers, invoices, checks, account statements, reports, and other records, and reviews for accuracy.
• Reconciles bank statements.
• Reviews, balances, and interprets computer reports, and makes corrections.
• Assist the person served with accessing community resources i.e. utility assistance, food stamps, social security benefits and Medicaid, when needed, to include an initial application for benefits, yearly recertification, annual accounting, wage reporting, and MR housing, where applicable.
• Maintain tracking mechanisms, either electronic or hard copy, as required by Support Solutions.
• Communication of Social Security appointment information via S-Comms, when required.
• Maintenance of physical personal funds files.
• Enter inventory into a tracking system and maintain records accordingly.
• Personal funds training during orientation, at home manager meetings, individual house meetings (if requested), and with new house managers.
• Track and audit cash and food stamp audits.
• Accurately track leases and ensure timely renewal.
• Assist with tax returns where needed.
• Complete paperwork necessary to open bank accounts and successfully establish direct deposit of assigned benefits.
• Assist staff with establishment or disconnection of utilities during moves or transitions.
• Appropriately assign and track advance payback status and obtain signatures on required documentation.

Benefits:

• WEEKLY PAY
• Bonuses
• Paid Training
• Paid Time Off (PTO)
• Competitive Wages
• 8 Paid Holidays per year
• 401K Program
• Medical Insurance, Dental, Vision, Life Insurance
• Employee Assistance Program

A minimum of two years of college is preferred. Experience managing personal funds and excellent detail skills. Highly competent in the use of computers and other office equipment.

Support Solutions is an Equal Employment Opportunity (EEO) employer that is committed to diversity. Support Solutions does not discriminate in employment opportunities, decisions or practices on the basis of race, color, religion, sex, sexual orientation, genetics, national origin, age, mental or physical handicap or disability, citizenship, gender identity, veteran status, or any other characteristic protected by law. Support Solutions will make reasonable accommodations for qualified individuals with known disabilities; unless doing so would result in an undue hardship. This policy governs all aspects of employment, including hiring, job assignment, promotion, compensation, discipline, termination, and access to benefits and training.

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