Waiver Client Financial Clerk

Job Title:  Waiver Client Financial Clerk

Supervisor:  Director of Waiver Services

Qualifications: High School Diploma and a minimum of 1 year experience in banking, accounting or finance is required.

Under the direction of the Director of Waiver Services, the Waiver Client Financial Clerk will perform all client financial responsibilities as required by the Program.

Job Duties:

  • Accurately maintain and manage all client budgets 
  • Maintain all aspects of client financials- including the receiving, paying, monitoring and filing of all bills
  • Ensure timely and accurate payment for all invoices
  • Follow up with any past due invoices
  • Complete verification requests as received from Social Security
  • Communicate with the Social Security office for any client needs
  • Manage all client SNAP accounts
  • Open/Close bank accounts and handle any administrative needs for incoming/discharged clients
  • Reconcile bank statements 
  • Reconcile petty cash
  • Transfer client utilities
  • All other duties as assigned

Knowledge, Skills, & Abilities:

  • Must be personable with excellent written and oral communication skills 
  • Ability to multi task with great attention to detail
  • Strong analytical skills
  • General Office Skills and experience operating office equipment
  • Must be proficient in Microsoft Word/Excel
  • Must be proficient in Quickbooks
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