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Bookkeeper/Administrative Assistant

2 months ago

West Palm Beach, United States Ferd & Gladys Alpert Jewish Family & Childrens Ser Full time
Job DescriptionJob DescriptionDescription:

About Alpert Jewish Family Service (Alpert JFS)

While Alpert JFS is grounded in compassion and guided by Jewish values, our employees come from diverse faith backgrounds and are invested in the agency’s mission to strengthen our entire community by empowering individuals and families through the delivery of comprehensive human services.


Since 1974, Alpert JFS, a 501(c)(3) not-for-profit organization, has strengthened and enriched the lives of men, women, and children of all ages. We do this through a continuum of focused programs addressing the well-being of children and families of all ages, the independence and well-being of older adults, and the optimal quality of life for individuals with special needs.


Alpert JFS is looking for customer service oriented Bookkeeper to support our Guardianship Program. In addition, this position will provide administrative support to the Guardianship and Care Management Departments. As the bookkeeper this position will identify, marshal, and manage assets of Guardianship wards.


Bookkeeper Essential Responsibilities:

  • Identify and locate ward assets:
  • Go to ward’s home.
  • Conduct an inventory.
  • Remove documents according to written procedures.
  • Marshal assets under guardianship control.
  • travel to and communicate with financial institutions and government offices.
  • Manage assets by:
  • investment according to asset committee’s direction.
  • review ward’s bills for appropriateness of payment.
  • submit bills to guardianship case management team.
  • upon approval, issue checks to be submitted to management for signatures.
  • mail out payments to vendors.
  • Prepare and forward financial reports to guardianship attorneys for court submission and to administrative team for review on a quarterly basis.
  • Prepare and computer-enter time-activity billing data.
  • Provide back up to Sr. Bookkeeper/Administrative Assistant with the Pooled Trust
  • Respond to phone calls, bill payments and other inquiries when needed
  • Process intake when needed

Administrative Assistant Essential Responsibilities:

  • Provide administrative support to Director of Guardianship and Care Management and the team with administrative functions in the department.
  • Assist Director with the day-to-day operations of the Care Management Department.
  • Copying, scanning, filing, uploading, and general office duties.
  • Data entry of client (and other) information, timely and accurately.
  • Create correspondence, compile statistical information, record meeting minutes and maintain general financial data.
  • Prepare reports and spreadsheets to assist the Director and others in the department as needed.
Requirements:
  • High school diploma.
  • Minimum 2-3 years’ experience with accounting and bookkeeping.
  • Legal experience helpful.
  • Insurance experience helpful.
  • Tax experience helpful.
  • Proficient in Microsoft Office and ability to learn new systems quickly, Electronic Records Systems experience helpful.
  • Excellent written and oral communication skills.


We offer a hybrid working environment, competitive salary, medical, paid vacation and sick time, paid holidays, Public Service Loan Forgiveness, 403b Retirement, EAP


Alpert JFS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Drug Free Workplace