Medicaid Financial Eligibility Specialist

Posted yesterday

safe harbor wills trustsCamillus (NY)

Financial Clerks, All Other Trust, Fiduciary, and Custody Activities

SENIORITY

Senior

SALARY

$45,000-$50,000

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About the role

Job Description: 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

Qualifications:

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 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 Company: We are a growing estate planning and elder law firm helping families throughout Central and Northern New York. Our Medicaid team helps families facing one of the most stressful situations of their lives: figuring out how to pay for long-term care without unnecessarily losing everything they have worked for. If you enjoy organizing complicated information, solving problems, and doing work that genuinely helps families, we'd like to hear from you.

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