About this position
Safe Harbor Wills & Trusts is looking for a highly organized, detail-oriented person to join our Medicaid planning team. This is a great position for someone who enjoys working with numbers, financial records, checklists, and solving puzzles. You do not need to already be a Medicaid expert. We will teach you the rules. What we need is someone who can learn them, follow a process, and apply those rules carefully to each client's situation. Compensation- $45,000-$50,000 DOE, Health Insurance, 401(k), Life Insurance, Paid Vacation, Training and Development Compensation:
$45,000 - $50,000 DOE
Responsibilities:- Review bank statements and other financial records
- Track deposits, withdrawals, transfers, and other transactions
- Gather and organize financial information from clients
- Identify missing information or documentation
- Follow established checklists and procedures
- Learn New York Medicaid eligibility rules
- Work with our attorneys to help families qualify for Medicaid while legally protecting as many assets as possible
- Keep files organized and moving forward
- Comfortable working with all Microsoft Office products
- Ability to work effectively in a fast-paced environment and meet deadlines with quick turnaround times
- Applicants must have excellent communication skills and organizational skills
- Some college is preferred; high school diploma or equivalent is required
- Extremely organized
- Comfortable working with numbers and financial documents
- Detail-oriented and accurate
- Good at following a process
- Persistent about getting missing information
- Comfortable learning rules and applying them to real-life situations
- Able to manage several files and deadlines at the same time
- Experience in banking, bookkeeping, accounting, financial services, insurance, legal offices, healthcare administration, or similar detail-heavy work can be especially helpful.
- Medicaid experience is a plus, but not required .
Location and commute
120 Kasson Rd, Camillus, NY 13031.
Plan your route with Google Maps. Travel times and transportation options vary; confirm the work location with the employer before commuting.
How to apply
Review the vacancy and complete the application on the employer or recruitment partner’s website. Requisition ID: WJ-3048977739.