IN - Program Administration Funds Specialist - Lafayette
Company: Sevita
Location: Lafayette
Posted on: October 8, 2024
Job Description:
Mentor Community Services, a part of the Sevita family, provides
community-based services for individuals with intellectual and
developmental disabilities. Here we believe every person has the
right to live well, and everyone deserves to have a fulfilling
career. You'll join a mission-driven team and create relationships
that motivate us all every day. Join us today, and experience a
career well lived.
Program Administration Funds Specialist
Do you have experience in Account Management and customer service?
Are you looking for rewarding work in an organization dedicated to
making a positive impact in the lives of others? Bring your
commitment to a team-based workplace that puts people first.
- Monitor implementation of individual fund policies and
procedures, audit individuals' accounts, review reconciliations,
and report mismanagement or abuse of individual funds. -
- Coordinate and manage funds in alignment with money management
plans and financial transaction consents. -
- Perform Representative Payee Designee duties, administer
pre-paid bank card programs, track and record deposited funds for
beneficiaries, and deposit payments when necessary. -
- Assist with opening irrevocable burial trusts, special needs
trusts, etc., and coordinate handling of individual funds in the
event of death. -
- Complete routine and end of year tax filing for applicable
persons served. -
- Review and process routine personal spending and special
requests for funds, maintaining records of expenditures, including
original receipts and signatures. -
- Make payments on behalf of persons served, including room and
board, rent, utilities, medical co-payments, and others, following
policy and procedure when issuing checks from individual fund
accounts. -
- Reconcile transaction registers to fund's source (ledgers/etc.)
at least monthly or more frequently, as applicable. -
- Verify accuracy of transaction register balances by reviewing
starting and ending balances, deposits, expenditures, cash count,
and bank card or account balance verification, bringing questions
or inconsistencies to the primary money manager (or other party if
this person is suspected) for resolution. -
- Conduct routine reviews of account balances and, as indicated,
complete high balance alert notifications and take steps to avoid
exceeding asset limits to maintain eligibility. -
- Assist with reporting combined asset and account information to
benefit entities (e.g., Social Security Administration) as well as
collecting and organizing documents for external audits of
Representative Payee Accounts. -
- Promptly report suspected misuse of funds or property, as
required by applicable policy and procedures. -
Qualifications:
- High school diploma/GED required; Associate's Degree with
account management experience preferred. -
- Proficiency in accounting, intermediate to advanced computer
skills, and familiarity with accounting applications preferred.
-
- Self-motivated and detail-oriented with ability to multi-task.
-
- Strong analytical skills with the ability to collect
information from different sources. -
- Current driver's license in good standing, car registration,
and auto insurance if driving on the behalf of the Company. -
Why Join Us?
- Full compensation/benefits package for full-time employees.
-
- 401(k) with company match. -
- Paid time off and holiday pay.
- Complex work adding value to the organization's mission
alongside a great team of co-workers. -
- Enjoy job security with nationwide career development and
advancement opportunities. -
We have meaningful work for you - come join our team - Apply
Today!Sevita is a leading provider of home and community-based
specialized health care. We believe that everyone deserves to live
a full, more independent life. We provide people with quality
services and individualized supports that lead to growth and
independence, regardless of the physical, intellectual, or
behavioral challenges they face.
We've made this our mission for more than 50 years. And today, our
40,000 team members continue to innovate and enhance care for the
50,000 individuals we serve all over the U.S.
As an equal opportunity employer, we do not discriminate on the
basis of race, color, religion, sex (including pregnancy, sexual
orientation, or gender identity), national origin, age, disability,
genetic information, veteran status, citizenship, or any other
characteristic protected by law. -
Keywords: Sevita, Lafayette , IN - Program Administration Funds Specialist - Lafayette, Other , Lafayette, Indiana
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