Finance representative.

We are a social service organization that helps seniors with their Financial Management and Personal needs.

Finance associate will monitor and make sure that each individual clients account is up to date and balanced.

We use a modified excel spreadsheet for each client to record deposits and disbursements.

Candidate will need to make sure that this excel register is reconciled with Bank accounts for each client.

Input correct information to create standard reports off templates given.

Make sure bills are being paid and properly recorded for each client .

Make sure appropriate income for each client is being received and if not take action to resolve any issues.

Deal with entitlements to ensure the maximum benefit received for the client. This may include corresponding with Social Security , Banks , Insurance agencies such as medicaid and medicare to make sure benefits become or remain active. (training can be provided )