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Case Assistant

Rochester, NY

Under general supervision, assists the Guardianship team with accounting and administrative functions, and client services. Effectively supports ongoing and collaborative communication amongst all program staff, and is responsible for ensuring a trauma informed care environment.

Essential Duties and Responsibilities
• Providing administrative and accounting assistance to the Adult Protective/Guardianship program.
- Daily mail processing
- General daily filing
- Actively maintain/purges case records- lead staff for this task
- Obtain copy of award letters, or provide landlord statements and cash flow statements as requested
- Scan documents into appropriate folders
- Monitor client’s weekly wages and reports to Social Security
- Assist with annual tax preparations
- Completion of various program and data entry projects as directed by supervisor
- Assists with preparing Medicaid/SNAP/RHA recertifications
- Delivers/obtain documents by deadline to County Clerk/DHS ...

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