Account Clerk I (Budget Counselor) - PT

Perform advanced, specialized financial support for clients on your caseload, including complex clerical work, coordination, and consultation for case managers, the Social Security Administration, and support staff. This role requires independent judgment, initiative, and bookkeeping/budgeting knowledge to complete work accurately and on time.

Responsibilities

• Provide ongoing budget counseling to adults within Social Security Administration guidelines for chronically mentally ill (CMI), alcohol and other drug addiction (AODA), and Long-Term Care clients.
• Problem-solve daily with clients and advocates regarding budget issues and other concerns.
• Prepare, distribute, order, and/or verify client funds and monthly expenditures per established budgets.
• Provide financial information to Social Security, clients, and other agencies to update documents/systems and maintain client eligibility for services and benefits.
• Verify client benefits and communicate with agencies to apply for additional benefits as needed.
• Analyze and interpret complex information related to the Health and Human Services Department.
• Communicate effectively and professionally with internal and external customers in person, via phone, email, and in writing.
• Gather and organize client financial information to assist with income tax and Wisconsin Homestead Credit preparation.
• Stay current on county, state, and federal regulations pertaining to the Representative Payee Program.
• Follow complex oral and written instructions to fulfill job duties.
• Request payments via online banking and maintain an accurate payment register in required software.
• Arrange for deposits into client accounts.
• Obtain information from internal and external sources to complete forms, documents, and records.
• Maintain spreadsheets for department or client information.
• Ensure accurate and complete client records.
• Assist and back up other team members or departments as needed.
• Adhere to department confidentiality policies and federal/state privacy laws.
• Annually update and maintain job processes and duties.
• Attend required and recommended meetings/trainings.
• Perform related functions as assigned.

Requirements

• Knowledge of various client benefits.
• Knowledge of general office practices and ability to apply them.
• Proficiency in using computers, online payment applications, and required software.
• Knowledge of accounting and budgeting.
• Ability to operate standard office equipment.
• Perform data entry at a rate of 80 net keystrokes per minute.
• Ability to follow complex oral and written instructions.
• Basic arithmetic calculation skills.
• Ability to learn and apply specialized departmental knowledge and skills.
• Ability to assume responsibility and work independently.
• Emotional stability in stress situations.
• Ability to establish and maintain effective working relationships with staff and the public.
• Ability to maintain accurate records and reports.
• Ability to maintain the confidentiality of client and business information.
• Ability to work the required hours of the position.

Physical Demands

• Lifting 30 pounds maximum, with frequent lifting/carrying of objects up to 20 pounds.
• Intermittent standing, walking, and sitting; occasional driving.
• Repetitive use of hands for grasping, fine manipulation, pushing, pulling, and operating controls.
• Occasional bending, twisting, squatting, climbing, reaching, and grappling.
• Clear oral communication.
• Ability to distinguish sounds at various frequencies and volumes.
• Ability to distinguish people or objects at varied distances under different light conditions.

Brown County is an E-Verify employer.