Client Funds Specialist

Client Funds Specialist

Woodbridge, CT 06525, USA Req #1941

Thursday, June 20, 2024

The vision of Marrakech Inc. is that each person we serve will live and work in the community and be accepted by their neighbors, co-workers, family, friends and acquaintances for their individual qualities and contributions.

444 - Client Funds Specialist

SUMMARY

We are looking for a Client Funds Specialist. The responsibility of this position is to ensure that the benefits and finances of the Individuals in our DDS, DSS, DMHAS-ABI funded programs are maintained properly in accordance with State and Federal Guidelines, as well as those specific to the funding source.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Manage Individual's Funds & Benefits as follows :

• Complete benefit applications with the Department of Social Services, Social Security Administration, Railroad Retirement Board, and Veterans if applicable
• Complete Rep-Payee Accounting Reports submitted to Social Security Administration
• Attend meetings at Residential Homes as requested.
• Manage Individual checking accounts of all Program Individuals for which Marrakech is Representative Payee, utilizing RPM accounting software, which includes but is not limited to :
• Deposit and record all paychecks and any other benefit monies.
• Maintain and reconcile all checking accounts utilizing the RPM program, monitor True Link Card balances.
• Audit cash on hand sheets for all purchases made by Managers, Staff, and Individuals where applicable
• Write and dispense checks or load funds onto True Link Debit Cards for Cash-on-Hand replenishment.
• Process payments and write checks for any other expenses including, room & board, vacations, clothing, furniture, electronics, social activities, doctor's bills not covered by insurance and funeral accounts.
• Prepare financial review documents for DDS, Parents and Guardians as requested.

EDUCATION and / or EXPERIENCE

• High School Diploma / GED required. Two years of experience working in similar or related field preferred.
• Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.

Ability to analyze financial information preferred.

Must be skilled in recent versions of all Microsoft Office applications, especially Word andExcel as well as other Office 365 tools including Outlook calendars and Teams.

Must be able to learn and use web-based systems foraccounting.

CERTIFICATES, LICENSES, REGISTRATIONS

• Valid Connecticut State license
• Credit Check (Upon Offer)

HOURS

M-F 8a-4p

SALARY

$17.60 / hr, increases to $18.00 / hr after 6 months

Benefits :

• Paid time off (PTO) and Dedicated Sick Time
• Paid Holidays
• New Year's Day
• Martin Luther King, Jr. Day
• Memorial Day
• Juneteenth
• Independence Day
• Labor Day
• Thanksgiving
• Christmas
• Paid and Unpaid Leave for :
• Bereavement
• Jury Duty
• Disaster Relief Volunteer
• Family and Non-FMLA Medical Leave
• Military Leave
• Employer- Sponsored Medical, Dental, Vision and Life Insurance (for full time employees)
• External Employee Assistance Program (EAP) (for full time employees)
• 401K and Profit Sharing Plan
• Educational Benefits, Including :
• DSP Credentialing through the NADSP
• Tuition Reimbursement
• Tuition discounts at local colleges and universities
• Access to Various Voluntary Insurances and Benefits
• Staff Recognition Program
• Other Financial Benefits, Including but not limited to :
• Dayforce Wallet (On-Demand Pay)
• Marrakech's Homeownership Program
• Perfect Attendance Bonus Program
• Recruitment Referral Bonus
• Other Corporate Discount Programs

Marrakech is an equal opportunity employer. Marrakech, Inc. does not discriminate on the basis of sex, race, color, religion, age, disability, status of veteran, national or ethnic origin, or sexual orientation.

Other details

• Pay Type Hourly
• Hiring Rate $17.60
• Required Education High School

Apply Now

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The responsibility of this position is to ensure that the benefits and finances of the Individuals in our DDS, DSS, DMHAS-ABI funded programs are maintained properly in accordance with State and Federal Guidelines, as well as those specific to the funding source.

nESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. nManage Individual's Funds & Benefits as follows : n nComplete benefit applications with the Department of Social Services, Social Security Administration, Railroad Retirement Board, and Veterans if applicable nComplete Rep-Payee Accounting Reports submitted to Social Security Administration nAttend meetings at Residential Homes as requested.

nManage Individual checking accounts of all Program Individuals for which Marrakech is Representative Payee, utilizing RPM accounting software, which includes but is not limited to : n nDeposit and record all paychecks and any other benefit monies.

nMaintain and reconcile all checking accounts utilizing the RPM program, monitor True Link Card balances. nAudit cash on hand sheets for all purchases made by Managers, Staff, and Individuals where applicable nWrite and dispense checks or load funds onto True Link Debit Cards for Cash-on-Hand replenishment.

nProcess payments and write checks for any other expenses including, room & board, vacations, clothing, furniture, electronics, social activities, doctor's bills not covered by insurance and funeral accounts.

nPrepare financial review documents for DDS, Parents and Guardians as requested. n n nEDUCATION and / or EXPERIENCE n nHigh School Diploma / GED required.

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Ability to analyze financial information preferred. nMust be skilled in recent versions of all Microsoft Office applications, especially Word andExcel as well as other Office 365 tools including Outlook calendars and Teams.

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Woodbridge, CT 06525, USA

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