Fiscal Assistant, Client Trust Unit

Job Summary

While maintaining good public relations with the community and implementing the goals of the Agency, this position handles accounting and clerical tasks in the Client Trust section of the Fiscal Department using proper guidelines and initiative in keeping or reviewing Agency, financial records.

Responsibilities

• Do monthly or weekly check runs to pay client bills
• Process check deposits, apply to correct client and save all relevant documents
• Complete applications for clients to qualify for benefits
• Work with variety of government agencies (e.g. DDS, SSI) to ensure agency clients receive all benefits they are entitled to
• Communicate with case workers and vendors to resolve problems affecting agency clients
• Perform monthly and annual reconciliations on client accounts
• Prepare reports for government agencies
• Work on special programs as assigned
• Perform other related duties as assigned

Benefits

• Free medical coverage (yes, free for employees!) along with free dental and vision insurance for your dependents
• CalPERS pension plan, offering rare, long-term financial security through a lifetime pension, excellent health benefits, and overall career stability
• 403(b) retirement plan, flexible spending accounts, and an Employee Assistance Program (EAP)
• Five days of paid education leave per fiscal year
• Vacation time, sick leave, 12 paid holidays and 2 floating holidays!
• Life insurance, with options for additional coverage
• Access to an employee discounts portal full of great deals
• Flexible work schedules and select hybrid positions, promoting a healthy and balanced work-life experience