Banking / Benefits Assistant

$39,520 - $39,520/Yr

Jewish Family Service Of Tidewater - Virginia Beach, VA

Full-time - Entry Level

Virginia Beach, VA

Social Assistance

About the position

The Banking / Benefits Assistant at Jewish Family Service of Tidewater plays a crucial role in supporting the Personal Affairs Management (PAM) department. This position is dedicated to assisting clients with their banking and benefits needs, ensuring that they receive the necessary support and services. The role involves a variety of administrative tasks, including managing bank accounts, handling benefit provider communications, and maintaining life insurance policies, all while adhering to agency policies and compliance regulations.

Responsibilities

• Assist PAM Banking / Benefits Supervisor
• Secure and re-title bank accounts and redirect deposit of benefits
• Complete and submit representative payee applications to various benefit providers
• Notify benefit providers regarding all changes, including clients' moves and death
• Deposit checks and reconcile credit card statements
• Manage and maintain life insurance policies for clients
• Assist with check writing as needed
• Perform basic administrative tasks including agency required paperwork, statistical reporting, correspondence, and client-related service
• Participate in staff meetings by bringing in relevant issues for discussion and review
• Comply with all agency policies and applicable federal and state law, adhering to all elements of the compliance plan
• Perform all other duties as may be necessary or requested by supervisor or the Director of PAM Department

Requirements

• Combination of education and/or relevant work experience
• 1 year of experience with Microsoft Office (Preferred)

Benefits

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan