$45,000 - $50,000 yearly
Safe Harbor Wills and Trusts
Camillus, NY
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...