Asset Management Coordinator

Harris County•Houston, TX
•Onsite

About The Position

Harris County Resources for Children and Adults is a county department that provides prevention, intervention, and adult services, with a vision to better the lives of children and adults in Harris County. The Asset Management Coordinator works with the Guardianship Program within Adult Services to research, assess, and evaluate the assets of wards receiving program services. The position collaborates with internal and external entities on the management of ward assets and reports to a supervisor, though the supervisor’s title is not specified. This position is full-time and regular, with typical hours Monday through Friday, 8 a.m. to 5 p.m. It is based at 2525 Murworth Drive, Houston, Texas 77054. Salary depends on qualifications. Employment is contingent upon passing a background check and drug screen.

Requirements

  • Bachelor’s degree in Business Administration, Social Sciences, or a closely related field, or a Paralegal degree.
  • At least two years of full-time paid work experience in business administration, real estate, social services, or a legal setting.
  • Training and experience using a personal computer and software such as Microsoft Word, Microsoft Excel, and PowerPoint.
  • Reliable transportation, a valid Texas driver’s license, and auto liability insurance.
  • Knowledge of county, state, and federal laws; Texas Estates Code; and statutes, rules, and standards governing guardianship and asset management.
  • Ability to empathize with and work successfully with people of varied socioeconomic, ethnic, and cultural backgrounds and distinct needs.
  • Skill in analyzing, interpreting, and applying Texas Estates Code and Guardianship Standards.
  • Self-discipline, dependability, and ability to work independently, manage multiple projects, and prioritize tasks and demands.
  • High standards of ethical behavior, including honesty, integrity, respect, confidentiality, and fairness.
  • Ability to establish and maintain effective relationships with residential facilities, care providers, family members, benefit carriers, government officials and departments, community partners and resources, and the public.
  • Ability to handle sensitive interpersonal situations calmly and tactfully.
  • Ability to communicate detailed and often sensitive information effectively, orally and in writing, and maintain confidential information.
  • Ability to develop and implement processes and procedures to accomplish outcomes.
  • Qualifying education, experience, knowledge, and skills must be documented on the job application; “See Resume” will not be accepted as a substitute.

Responsibilities

  • Research and evaluate assets using multiple resources.
  • Identify and secure bank accounts, safe deposit boxes, and other assets related to banking and financial institutions.
  • Ensure the ongoing management and stewardship of wards’ assets.
  • Conduct initial, annual, and final inventories; accurately record and reconcile assets in the financial management system; and document related information in EMS for review.
  • Ensure asset-related transactions comply with program policies, estate code guidelines, and court orders.
  • Coordinate the movement and storage of assets belonging to wards.
  • Manage transaction records and documentation for wards’ assets.
  • Provide financial institutions with information about the agency and its role, and communicate new or updated banking policies to the program.
  • Perform additional duties as assigned within the scope and responsibilities of the position.
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