Account Clerk I : Budget Counselor

Job Summary
Do you want to work with a great Team who work together for the better of our community? This is the place for you! In this position you will perform advanced, specialized financial support for clients, complex computer work while working with case managers and support staff for the better of our client’s financial needs. If you have strong independent judgement, initiative, and bookkeeping/budgeting skills, we would like to review your skills.

Essential Duties
Provide ongoing budget counseling to adults, within the guidelines set forth by the Social Security Administration, for the chronically mentally ill (CMI), alcohol and other drug addiction (AODA), and Long-Term Care clients

Problem solve daily with clients and their advocates regarding budget issues and other concerns

Prepare, distribute, order and/or verify client funds and monthly expenditures per the budget established for the client

Provide Social Security, clients and other agencies with financial information to update documents/systems in order to maintain client’s eligibility for services and benefits

Verify clients receive benefits they are eligible for; communicate with appropriate agency and apply for additional benefits if needed

Analyze and interpret information of a complex nature pertaining to the Health and Human Services Department

Ability to communicate effectively and professionally with both internal and external customers in person, via phone, email and in writing

Gather/organize client financial information to assist with income tax and Wisconsin Homestead Credit preparation for the client

Keep current on pertinent county, state, and federal regulations, which pertain to the Representative Payee Program

Ability to follow complex oral and written instructions in order to fulfill the duties of the position

Responsible to request payments via on line banking as needed

Responsible to arrange for deposits into client accounts

Obtain information from various sources internally and externally in order to complete forms, documents, records, etc.

Maintain spreadsheets as needed for the department or for client information

Maintain accurate and complete client information

Assist and back up other team members and/or departments as required

Adhere to the confidentiality policy of the department in addition to Federal and State privacy laws

Annually update/maintain job process and duties

Attend required meetings/trainings and those recommended by Supervisor

NON-ESSENTIAL DUTIES:

Perform related functions as assigned for Human Services

MATERIALS AND EQUIPMENT USED:

General office equipment

Computer

Minimum Qualifications Required
Education and Experience:

High School Diploma including or supplemented by accounting/budgeting knowledge, plus two or more years of accounts payable experience; or any equivalent combination of education, training and experience which provides the necessary knowledge, skills and abilities to perform the job. It is necessary to have experience and knowledge in Word and Excel. This work requires independent judgment, initiative and the ability to work with various personalities/abilities of clients while completing work accurately and on a timely basis.

Licenses and Certifications:

Valid Driver’s License

Knowledge, Skills & Abilities
Knowledge of various possible benefits for clients

Knowledge of general office practices and skill in the application of those practices

Knowledge of and ability to utilize a computer and the required software

Knowledge of accounting/budgeting

Ability to operate standard office equipment

Ability to perform full data entry functions at a rate of 80 net keystrokes per minute

Ability to follow complex oral and written instructions

Ability to make basic arithmetic calculations

Ability to learn and apply specialized knowledge and skills of the department

Ability to assume responsibility and work independently

Ability to maintain emotional stability in stress situations

Ability to establish and maintain effective working relationships with staff and the public

Ability to maintain records and reports accurately

Ability to maintain the confidential nature of client and business information

Ability to work the required hours of the position

PHYSICAL DEMANDS:

Lifting 30 pounds maximum with frequent lifting and/or carrying of objects weighing up to 20 pounds

Intermittent standing, walking and sitting; occasional driving

Using hand(s) for repetitive single grasping, fine manipulation, pushing and pulling, and operating controls

Occasional bending, twisting, squatting, climbing, reaching, and grappling

Communicating orally in a clear manner

Distinguishing sounds at various frequencies and volumes

Distinguishing people or objects at varied distance under a variety of light conditions

This position description should not be interpreted as all-inclusive. It is intended to identify the major responsibilities and requirements of this job. The incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this description.

https://www.governmentjobs.com/careers/browncounty

Deadline Note: