Job Details

ID #53072785
State Washington
City Tacoma
Job type Full-time
Source Dungarvin
Showed 2024-12-13
Date 2024-12-13
Deadline 2025-02-11
Category Et cetera
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Financial Specialist - Consumer Benefits Coordinator

Washington, Tacoma
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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 individualsMaintain relationships with internal and external and stakeholdersTimely and professional communication with external Representative Payee'sPrepare annual Individual Financial Plans (IFP) for clientsDevelop and submit monthly expense reportsEnsuring 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.

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