Financial Services Coordinator

Wingspan Life Resources • Saint Paul, MN

4d • $29

About The Position

FINANCIAL SERVICES COORDINATOR - FT - $29.00/HR Wingspan Life Resources has an immediate opening for a Full-Time Financial Services Coordinator. The Financial Services Coordinator manages client benefit eligibility and personal funds when serving as Representative Payee. This role ensures compliance with Social Security, DHS, GRH, and Medical Assistance requirements and safeguards client financial interests.

Requirements

• The ability to successfully pass a background check as determined by the Department of Human Services
• Shares and embodies Wingspan Life Resources’ values, mission and vision, and has a respect for diversity.
• Ability to read, write, and communicate effectively in the English language.
• Ability to communicate effectively and professionally with individuals in person, via a telephone and written communication
• Ability to work independently and without continuous on-site supervision.
• Excellent analytical and problem-solving skills
• Excellent organizational skills with the ability to handle multiple tasks accurately and meet deadlines
• Strong attention to detail
• Ability to work effectively within a team and maintain a positive demeanor.
• Ability to compute, analyze, and interpret numerical data
• Maintains confidentiality of all employment information
• May be exposed to infectious illnesses, odors, dust, pets, etc. throughout the day.
• Assures the environment is safe, harassment, and discrimination free.
• Reports immediately any unsafe work practices or hazards and any harassing or discriminating practices observed or suspected.
• Ability to lift and carry up to 20 pounds.
• Sits, stands, walks, bends, lifts, pushes, pulls, and moves intermittently during work hours.

Nice To Haves

• Related AA degree preferred
• Knowledge of, or experience in DHS, Medicare, GRH and third-party insurance billing preferred
• Experience in working with government agencies to qualify and maintain client eligibility preferred
• Competent computer and software skills; Excel, Word, SharePoint, etc. required
• Nonprofit experience preferred.

Responsibilities

• Manage Social Security benefits for assigned individuals
• Complete annual Representative Payee reporting
• Report earned income as required
• Maintain accurate individual financial records
• Pay personal expenses on behalf of individuals when authorized
• Coordinate MA, GRH, and related renewals when authorized
• Submit required documentation (AVS, shelter forms, renewals)
• Maintain client eligibility tracking system
• Communicate regularly with counties and Social Security
• Coordinate and manage Medicare insurance enrollment for eligible individuals
• Maintain complete client financial files regarding renewal and SSA documentation needs
• Issue invoices to guardians for personal charges when applicable
• Reconcile personal funds and benefits received and monitor assets
• Communicate with Billing Coordinator regarding client benefits as needed (MA, GRH)
• Communicate with Accounting regarding payee disbursements when necessary
• Stay up to date on state and federal changes to benefits and communicate as needed to necessary parties
• Provide support to Finance Dept only when assigned
• Assist with finance projects as directed by Finance Director

Benefits

• Employees scheduled to work 20 hours, or more are offered: PTO Accrual, Company-paid Life, Short-term, Long-term disability insurance, and a 401(k) plan fully vested and matched at 4%.
• Employees scheduled to work 30 hours, or more are offered: Medical, Dental, and Vision Insurance, PTO Accrual, Company-paid Life, Short-term, Long-term disability insurance, and a 401(k) plan fully vested and matched at 4%.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree