Fiscal Associate II

State of Delaware•Dover, DE

7d•Onsite

About The Position

The Office of the Public Guardian (OPG) is appointed by the Court of Chancery to manage the property of individuals who can no longer manage it themselves or are at risk of exploitation. This position is tasked with taking immediate action when OPG is appointed in a financial matter to investigate, secure, and document the resources and income of the individual. The employee contacts known resources and income providers via telephone, fax, mail, or in person. The employee investigates and attempts to track down possible resources by calling, sending letters, and conducting field visits. In cases where real property is found, the employee coordinates viewing, securing, and inventory of the property. The employee reviews gathered information and documents transactions in the financial case management system. The employee assists the Financial Case Manager with gathering all resource and income information to comply with court-ordered inventories and accountings. This employee performs various combinations of business transactions such as classifying, computing, verifying, recording/posting, reconciling, simple audit/examination, summarizing numerical data, and compiling reports for the Office of the Public Guardian. Assignments are accomplished through manual and electronic applications. Regular contacts include intra/inter-agencies, local/state/federal agencies, private sector organizations, and the public. During the investigative process, the employee will contact banks, DMV, insurance companies, pension companies, and other income providers to gather financial information. The role also involves monitoring weekly personal needs checks and DART tickets to ensure they are current and processed in a timely manner to meet client needs, and mailing or delivering weekly checks for community clients.

Requirements

Possession of an Associate’s Degree or higher in Accounting, Business Administration, Economics, Finance, Business Management, Computer Information Systems, or related field.
Six months experience in accounting support which includes performing financial transactions such as classifying, computing, verifying, recording/posting, reconciling, audit/examination, summarizing financial data, and compiling reports.
Six months experience in office operations such as operating office machines, handling incoming and outgoing mail, postal and shipping services, answering phones, directing calls, and taking messages; file maintenance; maintaining and updating supplies.
Six months experience in record keeping.
Six months experience in using an automated information system to enter, update, modify, delete, retrieve/inquire and report on data.
Ability to communicate courteously and effectively, both verbally and in writing.

Responsibilities

Investigate, secure, and document the resources and income of the individual.
Contact known resources and income providers by telephone, fax, mail or in person.
Investigate and attempt to track down possible resources by calling, sending letters and field visits.
Coordinate viewing, securing and inventory of property when real property is found.
Review gathered information.
Document transactions in the financial case management system.
Assist the Financial Case Manager with gathering all resource and income information to comply with court-ordered inventories and accountings.
Perform various combinations of business transactions such as classifying, computing, verifying, recording/posting, reconciling, simple audit/examination, summarizing numerical data, and compiling reports.
Contact banks, DMV, insurance companies, pension companies and other income providers to gather financial information.
Monitor weekly personal needs checks and DART tickets and assure they are current and processed in a timely manner to meet client needs.
Mail or deliver weekly checks for community clients.