Medicaid Financial Eligibility Specialist

Medicaid Financial Eligibility Specialist

Safe Harbor Wills and Trusts Camillus, New York, United States

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

• 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.