Accounting Specialist (7417)

About the role

LSF envisions a world where children are safe, families are strong, and communities are vibrant. LSF is seeking a talented Accounting Specialist who wants to make an impact in the lives of others. Purpose and Impact: The Accounting Specialist will provide direct financial client services for all clients of the program.

Responsibilities

• Prepare reports detailing client asset holdings including but not limited to IRA’s, insurances, real estate, annuities, and all other assets to Program Manager, Client Accounting staff and local program staff for use in client related activities, reports to court and auditors review.
• Prepare forms/applications to open new guardianship accounts, QIT’s, burial accounts etc.
• Coordinate with the Client Accounting Manager for the registration of and management of client brokerage accounts, stocks, bonds, mutual funds, annuities, life insurance etc.
• Advocacy on behalf of all clients
• Establish and maintain community relationships with attorneys, appraisers, realtors, auto personnel, insurance providers and other vendors on behalf of the agency and our clients.
• Maintain positive working relationships with the community and other LSF staff
• Represents the agency with involvement on local committees, groups and organizations with an interest in guardianship
• Assist in the screening of referrals with CM Supervisor and Program Director
• Review and process payment of client invoices.
• Back up for the Preparation of daily bank deposits for wards’ funds, reconcile statements of transactions, prepare and maintain clients’ monthly income report
• Log and record all time for entry into the client billing system and proper case notes to file
• Coordinate with case managers for first time applications and ongoing eligibility for benefit programs, including but not limited to: Medicare, Medicare D, Social Security, Veteran’s Benefits, Social Security Benefits, Waiver Programs, and Medicaid
• Prepare, monitor and maintain a listing of client real estate, taxes, listing and insurance status
• Marshaling, investigation and tracking of all liquid assets including but not limited to bank accounts, securities, etc. on behalf of new clients
• Marshaling of real estate, autos, jewelry, artwork, tangible personal property, obtain appraisal, coordinate with Director, Attorney and court for management, sale of same
• Coordination of lawn, pool, repair work, auto repairs and ongoing insurance for client assets etc.
• Prepare necessary paperwork to redirect all client income, initiate direct deposits of same, complete client representative payee reports
• Maintain recurring pay record for clients
• Preparation of Initial Inventories, assist as needed with Annual and Final Accountings to be filed with the court
• Perform periodic asset reviews, prepare statistics for audits, program staff, client accounting, and attorneys, and others as required; audit and compile client assets, income, and payables reports
• Monitor and maintain listing of client’s belongings in storage unit, safe or other storage area
• Participates in in-service training sessions and attends all mandatory training sessions
• Document