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
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 .
Training is available for the right candidate. Strong analytical ability, persistence, accuracy, sound judgment, and follow-through are more important than prior knowledge of Medicaid rules or specific financial products.
About CompanyWe are a growing estate planning and elder law firm helping families throughout Central and Northern New York.
#WHLAW2Compensation details: 45000-50000 Yearly Salary
PI0ca47f65b5b4-30492-41284307
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