Account Clerk I (Budget Counselor) - PT

Job Summary

Perform advanced, specialized financial support for clients on your case load and complex clerical work; in addition to providing coordination and consultation to case managers, Social Security Administration and support staff. This work requires independent judgment, initiative and bookkeeping/budgeting knowledge while completing work accurately and on a timely basis.

Essential Duties

• Provide ongoing budget counseling to adults, within the guidelines set forth by the Social Security Administration, for the chronically mentally ill (CMI), alcohol and other drug addiction (AODA), and Long-Term Care clients
• Problem solve daily with clients and their advocates regarding budget issues and other concerns
• Prepare, distribute, order and/or verify client funds and monthly expenditures per the budget established for the client
• Prepare financial information for Social Security, clients and other agencies to update documents/systems in order to maintain client’s eligibility for services and benefits
• Verify client benefits they are eligible for are received; communicate with appropriate agency if there is a need to apply for additional benefits
• Analyze and interpret information of a complex nature pertaining to the Health and Human Services Department
• Communicate effectively and professionally with both internal and external customers in person, via phone, email and in writing
• Gather/organize client financial information to assist with income tax and Wisconsin Homestead Credit preparation for the client
• Maintain spreadsheets as needed for the department or for client information
• Aid and backup other team members and/or departments as required
• Adhere to the confidentiality policy of the department in addition to Federal and State privacy laws
• Annually update/maintain job process and duties

Non-Essential Duties

• Perform related functions as assigned for Human Services

MATERIALS AND EQUIPMENT USED

• General office equipment
• Computer

PHYSICAL DEMANDS

• Lifting 30 pounds maximum with frequent lifting and/or carrying of objects weighing up to 20 pounds
• Intermittent standing, walking and sitting; occasional driving
• Occasional bending, twisting, squatting, climbing, reaching, and grappling
• Communicating orally in a clear manner
• Distinguishing sounds at various frequencies and volumes
• Distinguishing people or objects at varied distance under a variety of light conditions

OTHER EXPERIENCE AND QUALIFICATIONS

• Knowledge of various possible benefits for clients
• Knowledge of general office practices and skill in the application of those practices
• Knowledge of and ability to utilize a computer, online payment applications and the required software
• Knowledge of accounting/budgeting
• Ability to operate standard office equipment
• Ability to perform full data entry functions at a rate of 80 net keystrokes per minute
• Ability to follow complex oral and written instructions
• Ability to make basic arithmetic calculations
• Ability to learn and apply specialized knowledge and skills of the department
• Ability to assume responsibility and work independently
• Ability to maintain emotional stability in stress situations
• Ability to establish and maintain effective working relationships with staff and the public
• Ability to maintain records and reports accurately
• Ability to maintain the confidential nature of client and business information
• Ability to work the required hours of the position

APPLICATION INSTRUCTIONS

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