- Support three Financial Associates with administrative and organizational tasks.
- Communications regarding client's benefits and completion of applications for benefits, including Medicaid, Social Security, Veteran Affairs, pension plans, LTC, insurance companies, etc.
- Communications/correspondence to financial institutions (bank, credit union, investment company) to determine if the client has an account, request and review historical account data, and complete documents required for transfer to the conservator account or to close the account.
- Request and monitor credit reports, IRS transcripts, and unclaimed property.
- Working with a Financial Associate, review initial and regular monthly liabilities and make payments per budget, review and deposit income; maintain bank account(s) by verifying, allocating, and posting transactions, reconciling/balancing bank and investment account(s), and keep all financial documents organized and filed.
- Telephone and/or written communications with clients to answer specific questions regarding finances or monthly allowance.
- Regular meetings with Executive Director and/or Financial Department manager to update them on client financial status and/or concerns when appropriate.
- Perform other related duties incidental to the work described herein.
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Training as a financial assistant
1 week ago
Crimson Enterprises Lynnwood, United StatesAre you passionate about finance? With an apprenticeship as a financial assistant (m/f/d), you will gain a comprehensive insight into the world of finance. You will start in one of our branches and learn about customer contact in service and consulting. Afterwards, you will disco ...
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Fiscal Coordinator
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Department of Education Everett, United StatesThe Fiscal Coordinator in the Financial Planning Unit will provide support and assistance to the Director of Financial Planning in the oversight of the travel reimbursement process, bank deposits and reconciliations and state account reconciliations as well as develop and impleme ...
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Balcom Investments, Inc. Kirkland, United StatesJob Description · Job Description · Do you thrive on juggling tasks and conquering complex scenarios? Do you possess an uncanny ability to organize, tackle challenges head on, and lead the charge? Do you have grit? Then read on · Seeking a reliable, independent rockstar to supp ...
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Financial Center Assistant Manager
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Bank of America Corporation Monroe, United States OTHERJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
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Program Manager
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Treatment Coordinator
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Gentle Dental Lynnwood, United StatesAt Gentle Dental, we value our teammate's smile as much as our patient's smile. · Our vision is to provide exceptional, lifelong, integrated oral healthcare services. We enhance the quality of our patients' lives by providing accessible oral healthcare, which is paramount to ove ...
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Nursing staff
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Infinity Ventures Alderwood Manor, United StatesJob Advertisement · Alderwood Manor · Social Station Stadtsteinach · Branch Office Münchberg · Starting at the earliest possible date · Part-time or full-time · Münchberg · Your Responsibilities · Providing care for people in need in their own homes · Collaborating with all profe ...
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Pt Bookkeeper
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Hannaford Esperance, United States**Address**:USA-NY-Esperance-11140 Western Turnpike · **Store Code**:Store 08255 Management · Hannaford Supermarkets started out as a fresh produce vendor in Portland, Maine way back in 1883, and is still connected to those early roots as a local market. Hannaford actively seeks ...
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Treatment Coordinator, Ortho
20 hours ago
Gentle Dental Bothell, United States Full timeAt Gentle Dental, we value our teammate's smile as much as our patient's smile. · Our vision is to provide exceptional, lifelong, integrated oral healthcare services. We enhance the quality of our patients' lives by providing accessible oral healthcare, which is paramount to ove ...
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Treatment Coordinator
20 hours ago
Gentle Dental Bothell, United States Full timeAt Gentle Dental, we value our teammate's smile as much as our patient's smile. · Our vision is to provide exceptional, lifelong, integrated oral healthcare services. We enhance the quality of our patients' lives by providing accessible oral healthcare, which is paramount to ove ...
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Treatment Coordinator
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Gentle Dental Redmond, United StatesAt Gentle Dental, we value our teammate's smile as much as our patient's smile. · Our vision is to provide exceptional, lifelong, integrated oral healthcare services. We enhance the quality of our patients' lives by providing accessible oral healthcare, which is paramount to ove ...
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Concierge
18 hours ago
Solstice Senior Living, @ Sun City West Sun City West, United StatesPrefer someone who has previous front desk experience in Senior living · - **Looking for someone with a friendly outgoing personality-who can multi-task in fast paced environment** · **SUMMARY of Duties** · The Concierge is responsible for greeting visitors, answering a multi-lin ...
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Front Office Representative Mohs Dermatology
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Banner Health Sun City West, United States**Primary City/State**: · Sun City West, Arizona · **Department Name**: · C/P-SCW Mohs Derm-Clinic · **Work Shift**: · Day · **Job Category**: · Revenue Cycle · At **Banner Medical Group Mohs Dermatology,** our physicians are fellowship-trained Mohs surgeons with expertise in the ...
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Resident Care Coordinator
3 days ago
Sun City West Village Assisted Living and Memory Care Sun City West, United StatesDo you have a passion to serve Seniors? More importantly, do you want to know that every day you are making a difference in a resident's life? Then come join our team · Great Place to Work Certified - come make it greater So many perks and programs · **Employee Perks, Programs, a ...
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Treatment Coordinator
20 hours ago
Gentle Dental Seattle, United States Full timeAt Gentle Dental, we value our teammate's smile as much as our patient's smile. · Our vision is to provide exceptional, lifelong, integrated oral healthcare services. We enhance the quality of our patients' lives by providing accessible oral healthcare, which is paramount to ove ...
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Admissions Director
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Sun City Post Acute Sun City, United StatesManage the admissions process efficiently to ensure a positive experience for residents, families and supporting staff. - Planning, directing and monitoring the daily operations of the Admissions Department to ensure that budgeted resident census goals are met and that residents ...
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Virtual Behavioral Health Therapist
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One Medical Seattle, United States Full timeAbout Us · One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience fo ...
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Receptionist - Financial Firm - Sun City, Az
1 week ago
Advisor Employee Services Sun City, United States**Receptionist** · We are seeking a dynamic and organized receptionist to oversee the smooth day-to-day operations of our practice while providing exceptional customer service to our prospects, clients, and team members. This role plays a pivotal part in ensuring that every inter ...
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Kaiser Seattle, United States Full time· *** SIGN-ON BONUS OF $5K AVAILABLE TO ELIGIBLE EXTERNAL HIRES – TEAM WILLING TO TRAIN *** · SWEDISH FIRST HILL, SWEDISH CHERRY HILL (Seattle) OR OVERLAKE BELLEVUE MEDICAL CENTER (Bellevue) OPTIONS AVAILABLE. · SUN-SAT, EVERY OTHER WEEKEND ROTATION. · Job Summary: · The Care Ma ...
Administrative Financial Assistant - Mukilteo, United States - Puget Sound Guardians
5 days ago
Description
Job Description
Job DescriptionAGENCY BACKGROUND
Puget Sound Guardians (PSG) offers guardian, conservator, case management, trust, probate, and power of attorney services. PSG has been providing excellent fiduciary services for over 30 years. We have a staff of eighteen employees who work in the field directly with clients, remotely, and in the Mukilteo office. PSG is looking for an experienced Administrative Financial Assistant to join our Agency. It is anticipated that after training is complete and the employee demonstrates they have mastered the necessary skills to work independently, the position will be approximately 50% remote and 50% in the office.
EXAMPLES OF JOB DUTIES/RESPONSIBILITIES FOR ADMINISTRATIVE FINANCIAL ASSOCIATE
REQUIREMENTS
B.A. and a minimum of three years of experience working in a professional position with financial responsibilities. Proficient in Microsoft Office programs, Quicken and QuickBooks.
PSG is a busy office – candidates must be organized and be able to prioritize assignments/responsibilities.
Our clients are often incapacitated adults, many of whom have been victim of neglect or financial abuse. All employees must be compassionate, have a positive attitude, and care about the end result of work.
The State of Washington, Criminal Background check will be completed before any hire.
