Our client, in Zanesville, is seeking a Payee Specialist to join their team! This position provides assistance with financial management to individuals with disabilities.
Duties / Responsibilities:
- Manage assigned caseload.
- Create monthly budgets for all clients.
- Prepare checks for monthly payment of bills.
- Make deposits for client's funds.
- Answer client requests/questions
- Meet with clients as required.
- Maintain case records by program guidelines and timeframes
- Completing case/progress notes
- Complete Payee bank reconciliation and all other online banking activities including ACH deposits and online Bill Pay
Education and Experience:
- High School or equivalent
- Two (2) plus years related administrative, monthly budgeting, clerical experience.
- Experience with QuickBooks, preferred.
Required Skills / Abilities:
- Excellent organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Pass a BCI/FBI criminal background check and drug screening.
- Proficient in Microsoft Office Suite or similar software.