Under the direction of the Controller, the Financial Resources Specialist will be responsible for the administration of client accounts, including related saving accounts, incidental accounts, overseeing social security transactions and entitlements and accounting for all client transactions.
Locations (2)
Yardley, Pennsylvania, United States
Langhorne, Pennsylvania, United States
Compensation
Salary: $50000 - $60000 / year - depending upon experience / education
Responsibilities
Process client transactions, be they savings, spend or entitlement entries, in a timely fashion either in the savings accounting system (currently RFMS) or incidental accounting within the general accounting system (currently Great Plains).
Manage clients’ funds in the debit card system currently administered through US Bank.
Ensure all charges for which the client is responsible to bear are processed in Woods’ systems in a timely and accurate manner. This includes Room and Board obligations of the client and coordinating this with the Revenue Cycle Management team.
Interacting with outside agencies including Social Security Administration and other governmental entities as it relates to client relations, audit or compliance inquiries and periodic reporting requirements. Also, manage resource limits that benefit the client.
Evaluate and execute instances where representative payee status should be considered for a client. Also explore State Able accounts and burial accounts, where appropriate in support of the client.
Requirements
Associates Degree in Human Service or Healthcare Administration