Individual Funds and Benefits Specialist
On-siteHartford, Connecticut, United States
Job Summary
Review and reconcile individual bank and PEX statements, process funding requests, and prepare transfers to ensure sufficient assets for planned activities. Monitor balances, troubleshoot card issues, and load receipts for temporary PEX cards while investigating discrepancies and communicating findings to House Managers. Assist with annual benefit redeterminations, complete forms for state and federal agencies, and respond to inquiries from DSS and SSA to help individuals retain eligibility. Compile monthly balance reports, prepare ACH transactions, and maintain tracking systems for benefits and renewal dates. Collaborate with families, guardians, and external agencies to ensure compliance with asset limits and program requirements.
Required Qualifications
- 2 or more years of experience in accounting, finance, banking, benefits administration, or a related field
- Proficiency in Microsoft Office Suite, particularly Microsoft Excel, including sorting, filtering, conditional formatting, pivot tables, and VLOOKUP/XLOOKUP
- Familiarity with basic accounting principles
- High School Diploma or GED
- Ability to sit, stand, walk, bend, reach, or perform other physical activities as required by the position
- Ability to use standard office equipment and technology
- Ability to occasionally lift and/or move materials weighing up to 10 pounds, if applicable
- Employment depends on successfully passing all required background checks and clearances according to state regulations
Desired Qualifications
- Associate's or Bachelor's degree in Accounting, Finance, or a related field
- Experience with PEX Cards and the PEX platform
- Familiarity with Bank of America CashPro
- Understanding of MIP/Abila
- Experience working in a mission-driven or human services setting
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