Consumer Funds Coordinator

1 week ago

Medford, United States Resources for Human Development Full time $23
Consumer Funds Coordinator
Position SummaryCustodial accounts are maintained for adults with intellectual and or developmental disabilities or autism, governed by local, state and federal regulations .As an organizational Representative Payee, the Custodial Department manages the funds of these individuals. RHD currently maintains custodial accounts for clients located in MA and regional sites in various other states. This position is responsible for a full range of bookkeeping duties in a value-based environment. Essential Duties and Functions:
  • Handling and monitoring assigned Representative Payee accounts by maintaining a system for managing financial activities including but not limited to the review of ledger transactions.
  • Safeguarding Individual client funds by reviewing accounts and documents daily for accuracy.
  • Process check requisitions, review all requests for accuracy, validity and adherence to policies.
  • Reconciliation and documentation of Advance and Personal Stipend spending to make sure there is support for all expenditures. 
  • Initiates recurring stops, additions, and changes in reference to personal stipends, room and board applications and advance spending.
  • Maintain and respond to SS correspondence and distribute to appropriate parties in a timely fashion including but not limited to responding to and sending emails.
  • Monthly reviews of accounts and investigate discrepancies as well as make any necessary corrective actions. 
  • Provide support and assistance to programs both locally and regionally as well as other parties involved in the safeguarding and maintenance of client funds using quality high level customer service skills.
  • Ensuring all reports are up to date and deadlines are met in a timely fashion.
  • Process Representative Payee reports within specific deadlines.
  • Filing and archival maintenance of files.
  • Maintain spreadsheets for client tracking and other spreadsheets for management of specific accounts and procedures. 
  • Run aging report monthly and apply room & board accordingly.
  • Other related duties as assigned by the department manager.
 What You'll Love About RHD:
  • Investment in Growth: We offer programs and workshops to our staff that support furthering education and the development of leadership skills.
  • Dedication to Wellness: We value and prioritize our employees' mental, physical and emotional health by providing free online fitness classes, nutrition services, counseling sessions and webinars on health-related topics.
  • Commitment to Values: We are committed to the fundamental value of dignity and respect for all human beings, to the empowerment of our consumers and staff, and to the flexibility to meet the changing needs of all of our partners and those we serve.
  • Comprehensive health coverage including medical, eye and dental for qualifying staff
  • FREE $10,000 Life Insurance
  • Work/Life Balance with paid time off & holiday pay, and a $1,000 sign on bonus for new full time employees paid in two equal installments 3 and 6 months after joining our team
  • Retirement 403b Plan
  • Supplemental Benefits available
  • Employee Discounts such as: BJs Discount Membership offer, Sam's Club, Cell Phone Carrier
  • Discounts, Varying Entertainment Discounts and MET Home and Auto Discounts
  • RHD Boston provides residential, day, and individual supports to men and women with developmental disabilities in the Greater Boston area as part of a larger national non-profit based in Philadelphia, Pennsylvania.

RequirementsQualifications:
  • HS Diploma/GED and a minimum of one year experience in bookkeeping OR 
  • Associate's Degree and related course work and/or internship experience

Other Requirements/Certifications:
  • Basic understanding of journal entries.
  • Solid knowledge of Excel, Word and Outlook (Upper Beginner to Intermediate).
  • Quick learner and fast starter with great initiative.
  • Excellent professional communication and interpersonal skills both written and oral.
  • Ability to work in a fast-paced environment with strong attention to detail with strong organizational skills. Ability to meet deadlines.
  • Able to multi-task with understanding how to effectively prioritize work and meet specific deadlines.
  • Self-motivated with an understanding of Team Concept with a commitment to group process.

Resources for Human Development is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, gender identity, sexual orientation, national origin, genetic information, veteran, or disability status.

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