Funds Specialist

Job overview

The Funds Specialist role is an onsite position based in Edina, MN. Compensation is $24.00 per hour, and this role supports the community services department at Sevita. This role exists to manage and monitor individual funds for persons served, ensuring compliance with policies and procedures. The specialist performs representative payee duties, reconciles accounts, and tracks expenditures to support the organization's mission of providing quality care and independence for individuals with disabilities.

What you'll do

• Monitor implementation of fund policies
• audit individual accounts
• review reconciliations
• manage funds in alignment with financial plans
• perform representative payee duties
• track and record deposits
• assist with trust management
• complete tax filings
• process spending requests
• reconcile transaction registers
• report suspected misuse of funds.

What we're looking for

Skills & competencies

full-time

day shift

edina mn

sevita

funds specialist

account management

representative payee

financial services

disability services

onsite

Work arrangement

• Weekend coverage required

Benefits & perks

• Full benefits package, 401(k) with match, paid time off, job security.

Why this role

Mission-driven work, nationwide career development, 401(k) with match, paid time off.

About the employer

Sevita is hiring for this role. Industry: Services for the Elderly and Persons with Disabilities. Sector: 62.