Job Description

Safe Harbor Wills & Trusts is looking for a highly organized, detail-oriented person to join our Medicaid planning team.

This is a great position for someone who enjoys working with numbers, financial records, checklists, and solving puzzles.

You do not need to already be a Medicaid expert. We will teach you the rules. What we need is someone who can learn them, follow a process, and apply those rules carefully to each client's situation.

Compensation- $45,000-$50,000 DOE, Health Insurance, 401(k), Life Insurance, Paid Vacation, Training and Development

$45,000 - $50,000 DOE

• Review bank statements and other financial records

• Track deposits, withdrawals, transfers, and other transactions

• Gather and organize financial information from clients

• Identify missing information or documentation

• Follow established checklists and procedures

• Learn New York Medicaid eligibility rules

• Work with our attorneys to help families qualify for Medicaid while legally protecting as many assets as possible

• Keep files organized and moving forward

• Comfortable working with all Microsoft Office products
• Ability to work effectively in a fast-paced environment and meet deadlines with quick turnaround times
• Applicants must have excellent communication skills and organizational skills
• Some college is preferred; high school diploma or equivalent is required

• Extremely organized

• Comfortable working with numbers and financial documents

• Detail-oriented and accurate

• Good at following a process

• Persistent about getting missing information

• Comfortable learning rules and applying them to real-life situations

• Able to manage several files and deadlines at the same time

• Experience in banking, bookkeeping, accounting, financial services, insurance, legal offices, healthcare administration, or similar detail-heavy work can be especially helpful.

• Medicaid experience is a plus, but not required .

Training is available for the right candidate. Strong analytical ability, persistence, accuracy, sound judgment, and follow-through are more important than prior knowledge of Medicaid rules or specific financial products.

We are a growing estate planning and elder law firm helping families throughout Central and Northern New York.

Our Medicaid team helps families facing one of the most stressful situations of their lives: figuring out how to pay for long-term care without unnecessarily losing everything they have worked for.

If you enjoy organizing complicated information, solving problems, and doing work that genuinely helps families, we'd like to hear from you.

Compensation details: 45000-50000 Yearly Salary

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