Medicaid Financial Eligibility Specialist

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. #WHLAW2
Compensation details: Yearly Salary

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