Admin/Accounting Assistant/Payee Position

Job Description

Part time position in office at Calmar, IA. Flexible hours working for a non-profit that cares about their and employees and clients. We take work-life balance seriously! Great atmosphere and flexible schedules and supportive co-workers. If you like variety in your work this could be the job for you!

ESSENTIAL JOB FUNCTIONS

• Answer phones and emails, take messages and direct calls.
• Get the mail and sort, scan and distribute mail.
• Keep inventory of office supplies

Supportive Services

• Create budgets and spending plans with client and CM to manage client finances.
• Create and maintain respectful and trusting relationships with clients, offering support and de-escalation as needed during direct service and in program communications.

Administrative and Financial

• Create/Maintain Quarterly reports with client budgets; includes rent/tenant basic needs payments, building fees, repayment plans, and other vendor payments.
• Set up payments in RPM software to reflect bills, needs and distributions weekly;
• Collect appropriate vendor and billing information for third party payments and provide vendor and payment information to Finance.
• Maintain release of information forms for third parties.
• Ensure that clients’ SSI/SSA benefits are deposited to their payee account; weekly check bank accounts associated with Payee Program ensuring that deposits and debits reflect the information in RPM.
• Ensure that rent and other third-party payments are paid in accordance with established budget, and that clients’ personal funds are available via check, prepaid debit card, etc
• Monitor account balances monthly to ensure compliance with SSI and Medicaid resource limits as applicable.
• Maintain communication with SSA, and ensure information is updated and program operates in compliance with all SSA guidelines; includes completing annual reporting.
• Follow Guardians of Northeast Iowa Inc program and agency policies and Provide input to program policies, procedures and goals as requested

Collaborative

• Work collaboratively with all Guardians of Northeast Iowa Inc departments to uphold the organization’s mission.
• Work collaboratively with Finance to troubleshoot problems or errors that may occur.
• Maintain collaborative relationship with SSA so that clients’ needs are served promptly, and program operates efficiently.
• Participate in Guardians of Northeast Iowa Inc committees and workgroups as appropriate.

Other

• Fulfill other duties as directed by Supervisor.
• Maintain a clean office, including dusting, vacuuming, cleaning kitchenette and bathroom and removing snow from walkway
• Able to lift up to 10 pounds regularly and up to 50 pounds occasionally.

ESSENTIAL JOB QUALIFICATIONS

Education: Minimum of a High School Diploma or GED equivalent with two to three years related experience required. AA in related field preferred in related field.

Experience:

• Experience with bookkeeping and accounting processes
• Proficiency with automated systems and willingness and ability to learn new software packages.

Other Qualifications:

• Ability to travel amongst Guardians of Northeast Iowa Inc clients on regular basis.
• Excellent customer service with the ability to clearly communicate verbally and in writing
• Able to work independently, with initiative, and handle multiple priorities and tasks
• Able to work cooperatively in partnership with community agencies and resources
• Ability to be flexible, supportive and to work cooperatively with staff as a member of a multi-disciplinary and diverse team.
• Knowledge of Microsoft Office applications; particularly Word, and Excel.
• Knowledge of Google Suite
• Administrative skills to include standard office equipment, attention to details and filing.
• Must pass all applicable abuse and criminal background checks. Must possess a valid Iowa driver’s license.
• Ability to produce high quality work reflecting attention to detail and accuracy.

Job Type: Part-time

Pay: $15.00 - $17.00 per hour

Benefits:

• Paid time off
• Retirement plan

Physical setting:

• Office

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Calmar, IA 52132: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Required)

Experience:

• Microsoft Excel: 2 years (Required)

Work Location: One location

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