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Financial Advocate
Ref No.: 18-00112
Location: Hamilton, New Jersey
Position Type:Contract
Start Date: 01/22/2018
Position Description This is not your standard Accountant job - it is a very unique Financial Advocate position. Please read the job description prior to submitting resumes. Make sure your candidate is fully aware of the components of the role prior to submittal. They must be highly proficient with MS Office and data entry. Please test candidates prior to submitting to ensure they have the skill set needed. Client will be requesting candidates to speak to their MS Office and data entry skills during the interview and may be given a test as well. Please make candidates aware. Very unique spot for the right Accounting professional. We will consider people who have had experience as well as education in managing assets for people. The most important qualities we need are people who are inquisitive (we search for assets of clients with Alzheimers—they cannot tell us the location of their assets so we rely upon these workers to ask a lot of questions and track down leads, no matter how vague) and Customer Service Oriented (extensive phone contact). I think it goes without saying that we need people who are PROACTIVE and self-starters—we do not have time for a lot of hand-holding. The job is not just numbers crunching. It is budgeting and handling the personal affairs of a large number of grandma and grandpas and figuring out how to get their assets located and collected, their real and personal property secured, their medications paid for (through funds or public programs like SSI—and do application for same), whether to keep their lights on when they are no longer in the home, how to get the utility company to KEEP their lights on if they are in medical peril, etc. etc. The workers also need to be able to multi-task. They will be getting constant interruptions and the people will need answers.
Skills Required Highly proficient with MS Office; Excel, Word, Outlook etc. Excellent data entry skills required Math aptitude / budgeting Excellent customer service skills required Result oriented individual Pleasant / patience a must Some who can think outside the box / look for solutions
Skills Preferred
Experience Required At least 4 years work experience in an office / accounting setting dealing with assets on the resume. Must be recent
Experience Preferred
Education Required H.S. minimum. Highly prefer Bachelor's degree
Education Preferred
Additional Information Submitted candidates must be highly proficient with MS Office (Excel, Word, Outlook etc.) and data entry. Please test candidates prior to submitting to ensure they have the skill set required. Client will be requesting candidates to speak to their MS Office and data entry skills during the interview and may be given a test during the interview as well. Please make candidates aware.