We are recruiting for our client's Accounting clerk position. This position gathers and confirms information regarding a client’s financial assets, insurance and State and Federal benefits, balances bank statements, and enters all data into the client database. The Account Clerk is an important member of the financial team working to ensure a client’s needs are met and operational details flow smoothly and with accuracy.\n\nMAJOR DUTIES AND RESPONSIBILITIES\n• Uphold all agency policies, HIPAA and fiduciary expectations in performing the job.\n• Warmly answer and make calls to agencies, supportive services, and financial institutions.\n• Use provided systems/tools to fully document, track, record, follow-up and capture all related activity in a timely and accurate manner.\n• ND Pooled Trust: Record transactions and reconcile trust accounts.\n• Reconcile monthly and/or quarterly Checking, Savings, Resident Trust, Investment and Life Insurance accounts/policies.\n• Send monthly and periodic financial reports\n• Gather information for completion of Medicaid, SNAP (Supplemental Nutrition Assistance Program), and housing applications and reviews.\n• Research and verify a client’s assets.\n• Scan pertinent documents into a client’s electronic record.\n• Perform other related duties as assigned. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities.\n\nMINOR DUTIES AND RESPONSIBILITIES\n• Assist in mailings: Tax Statements, Donor Letters, Billings, Fee Increases, etc.\n• Follow-up with Social Workers to ensure necessary financial information and documents are collected from a client or agency upon intake***\n\n\n\nQUALIFICATIONS FOR THE JOB\nEducation:\n• High School or GED or equivalent education or experience.\n• Two years of college/business school or online credentialed courses of general education would be helpful.\n\nExperience:\n• Demonstrated track record for providing exceptional customer service.\n• Two years of Account Management experience would be preferred or exhibits an enthusiastic willingness to learn.\n• Computer experience with Microsoft Word and Excel is required.\n• Typing skills.\n\nOther:\n• Valid driver’s license required.\n• Must be able to pass a Criminal Background Check.\n• Good oral and written skills.\n\nTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.\n\nKEY COMPETENCIES AND EXPECTATIONS\nWORK ENVIRONMENT: The work environment is representative of those employees encounter while performing the essential functions of this job.\n\nGaPS employees are expected to:\n• Greet and serve clients as needed.\n• Be curious about the world of guardianship, changes, and current trends.\n• Actively participate in All Staff and Departmental meetings.\n• Share success stories with the team.\n• Operate in a flexible work environment.\n• Perform some general office and operational duties.\n\nPHYSICAL REQUIREMENTS\n• Ability to operate and maintain basic office equipment.\n• Ability to talk and hear.\n• Ability to stand, walk, drive, use hands and arms.\n• Ability to lift equipment and supplies weighing up to 25 pounds.