Fiscal Assistant, Client Trust Unit

San Andreas Regional Center•San Jose, CA

1h•Hybrid

About The Position

Join San Andreas Regional Center – Where Every Role Matters. San Andreas Regional Center (SARC) is one of 21 regional centers in California, funded by the State and rooted in the values of the Lanterman Act. As a community-based nonprofit, we are dedicated to supporting individuals with developmental disabilities in living full, independent, and inclusive lives. Join a diverse, mission-driven team that is passionate about making a meaningful difference every day. If you care deeply about equity, advocacy, and social impact— SARC is the place for you.

Requirements

Training and experience equivalent to completion of the twelfth grade with three years of experience in keeping or reviewing financial records required.
Ability to reason logically and accurately and to make arithmetical computations
Must be able to follow complex instructions and establish practices and procedures
Must be able to operate a 10-key adding machine by touch
Knowledge of practices and terminology used in accounting clerical work
Knowledge of the methods of record keeping and filing
Knowledge of Microsoft Excel required

Nice To Haves

Knowledge of developmental disability programs and social security desirable

Responsibilities

Do monthly or weekly check runs to pay client bills
Process check deposits, apply to correct client and save all relevant documents
Complete applications for clients to qualify for benefits
Work with variety of government agencies (e.g. DDS, SSI) to ensure agency clients receive all benefits they are entitled to
Communicate with case workers and vendors to resolve problems affecting agency clients
Perform monthly and annual reconciliations on client accounts
Prepare reports for government agencies
Work on special programs as assigned
Perform other related duties as assigned