Financial Specialist - Consumer Benefits Coordinator

Dungarvin

Financial Specialist - Consumer Benefits Coordinator

Tacoma, WA
Full Time
Paid
  • Responsibilities

    Job Description

    The Financial Specialist / Benefits Coordinator will support client financial management in accordance and in compliance with all Federal and State and Company regulations in addition to processing specific financial tasks related to the individuals and organization.

    ** _ _ESSENTIAL DUTIES AND FUNCTIONS:__**

    • Maintaining and verifying client accounts
    • Verify household ledgers (grocery, cash, EBT)
    • Processing payments and managing bills for supported individuals
    • Maintain relationships with internal and external and stakeholders
    • Timely and professional communication with external Representative Payee's
    • Prepare annual Individual Financial Plans (IFP) for clients
    • Develop and submit monthly expense reports
    • Ensuring client funds are handled in accordance with Washington Administrative codes (WAC)
    • Maintain regular communication with supervisor and attend management team meetings as needed.
    • Maintain accurate tracking of all financial transactions for consumers and clear records for auditory purposes.
  • Qualifications

    Qualifications

    • Experience with I/DD population preferred
    • High School Diploma or GED
    • Working knowledge of financial, accounting, banking and account reconciliation procedures.
    • Working knowledge of computer programs such as Microsoft Excel, Microsoft Word and Microsoft Outlook.
    • Strong interpersonal (verbal and written) communication skills

    Additional Information

    Dungarvin believes that diversity and inclusion make our organization stronger. Together, we're working to create a culture that supports our employees and the people we serve. We are an affirmative action and equal opportunity employer.

    #EMWIJ

    12/13