Fiscal Assistant II (Revenue)

Essential Duties and Responsibilities

• Manage and maintain individual's trust accounts, reviewing source of funds monthly and submitting spend down requests when necessary.
• Reconcile and manage TCB and SOF Loans monthly, ensuring timely repayment and accuracy of checks.
• Submit Rep Payee reports to Social Security and handle Social Security paperwork and Medi-Cal New Applications and Redeterminations.
• Assist case management with forms for new applications and redeterminations, and reconcile trust accounts for inactive, transferred, or deceased individuals.
• Handle emergency funding requests and respond professionally to inquiries from providers and service coordinators.
• Serve as a liaison between staff and consumer funding sources, filing documents accurately and promptly.

Qualifications

• High school diploma or GED, plus 4 years related Accounting experience and/or training.
• Knowledge of Social Security and Medi-Cal processes.
• Ability to add, subtract, multiply, and divide, and compute rates, ratios, and percentages.
• Good communication skills, both verbal and written.
• Physical ability to sit, stand, walk, use hands, and lift up to 25 pounds.

Work Environment

• Moderate noise levels.
• Regular sitting, standing, walking, reaching, talking, and hearing.
• Frequent lifting up to 10 pounds and occasional lifting up to 25 pounds.