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

$45,000 - $50,000 DOE

• 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

• 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.

We are a growing estate planning and elder law firm helping families throughout Central and Northern New York.

Compensation details: 45000-50000 Yearly Salary

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