Title: Court Finance Clerk
Department: Public Guardian Updated: 3/14/2019
Division: Not Available FLSA Status: Non-Exempt
Bargaining Unit: TPOAM Wage Range: Not Available
POSITION SUMMARY:

Under supervision of the Public Guardian, performs accounting and financial activities for individuals under guardianship and/or conservatorship.  Ensures accuracy and completeness of data, quality of service and compliance with internal controls, government requirements, regulations and policies; completes client budgets that are financially appropriate; completes benefit applications, reviews and reports.  Perform related work as assigned.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

·         Maintain bank accounts for individuals under guardianship and/or conservatorship including bill payment, personal money distribution, and answering questions regarding finances; assist with ensuring financial limits are preserved to maintain benefit eligibility and avoid overpayments.

·         Ability to make independent decisions regarding client finances and budgets.

·         Communicate with local landlords and/or companies regarding rental payments and obtain lease documents for benefit applications and renewals.

·         Communicate with utilities companies regarding client accounts and payments.

·         Ability to communicate in professional manner with clientele, partner agencies, banking institutions, and government entities regarding financial matters.

·         Communicate effectively with pension and employment companies to obtain and/or redirect benefits to the public guardian trust & agency account.

·         Maintain a current working knowledge of Social Security benefit types, policies and procedures and apply for benefits or report changes as necessary.

·         Frequent contact and coordination with families of individuals under guardianships and/or conservatorships regarding finances.

·         Collect tax information and work closely with independent tax consultant to complete client taxes

·         Assist with marshalling client assets and obtaining financial verifications for DHHS applications.

·         All work is performed under critical time constraints.

  • All other duties as assigned.
SUPERVISION RECEIVED:

Work is performed under the general supervision of the Public Guardian.

SUPERVISORY RESPONSIBILITIES:

N/A

EXPERIENCE, SKILLS, EDUCATION:

·         Graduation from an accredited high school (GED acceptable) and an Associate’s degree in Accounting, Finance, Business Administration or a related field required; Bachelor’s degree desired.

·         An equivalent combination of relevant professional work experience supplemented by college coursework and/or certification in a finance field may substitute for degree requirement. 

·         Progressively responsible relevant work experience in budgeting, grant programs, financial reporting and reconciliation, collections or related field required.

·         Proven customer service work experience desired.

·         Proven ability to prepare, organize and assemble information, statistics and data in accurate understandable records or reports.

·         Ability to calculate figures and amounts such as interest, percentages and late fees.

·         Ability to recognize and reconcile discrepancies in financial records.

·         Complex accounts receivable/payable practices, banking procedures, third party billing and private pay processes.  Proficient in accounting software, i.e. Bi-Tech or One Solution. Ability to reconcile financial reports or records; process department payroll; prepare and reconciled journal entries; purchasing procedures. Knowledge of accounting principles, audit standards, budgeting; annual financial reporting; and IRS practices for Federal, State and Local. Knowledge of liability coverage and claims procedures.   

·         Writing, reading, mathematical principles; proficient computer skills-Microsoft Office Suite, Outlook; exercise sound judgment and decision making in accordance with policies and procedures; ability to research and problem solve independently; knowledge of County operations and functions; ability to prioritize and time manage; handle stressful situations, provide effective and friendly customer service; support the County's mission and values; ability to think critically where necessary. 

·         Knowledge or understanding of basic administrative tasks: operate standard office equipment; document management; prepare and maintain records, various correspondences and reports; answer general inquiries and refer as necessary; answer telephone calls, process mail, order supplies/equipment; prepare meeting agendas, attend meetings, record/transcribe/distribute minutes; entering, transcribing, recording, storing or maintaining information in written or electronic form with speed and accuracy; maintain calendars, arrange meetings, schedule rooms and equipment as necessary.        

·         Ability to communicate effectively and efficiently with management, co-workers and clients; obtain and communicate accurate information; apply common sense understanding to complex instructions and respond accordingly;  communicate complex ideas through graphs, charts, presentations, reports or other professional correspondence.    

 

ESSENTIAL ABILITIES FOR ALL ST. CLAIR COUNTY JOB CLASSIFICATIONS:

·         Ability to demonstrate predictable, reliable, and timely attendance.               

·         Ability to read, write & communicate in English; follow written and verbal instruction and understand basic mathematics and figure checking.                

·         Ability to interpret and apply procedures, rules, technical information, instructions, manuals to complete tasks accurately and on schedule.                                     

·         Ability to learn from directions, observations, and mistakes; and apply procedures using good judgment.                                                                        

·         Ability to use discretion and maintain sensitive and confidential information.   

·         Ability to work independently or part of a team; ability to interact appropriately with others such as County officials, employees, vendors and the general public.

·         Ability to work under supervision, receiving instructions/feedback, coaching/counseling and/or action/discipline.                                             

·         Adaptability to change in the work environment, managing competing demands and ability to deal with frequent changes, delays or unexpected events.

·         Knowledge of principles and processes for providing customer and personal services including customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

·         Proficient skills using Microsoft Office programs including, but not limited to: Word, Excel, Access, and Outlook required.  Proficiency may be tested.                 

CONDITIONS OF EMPLOYMENT:
  • Prior to starting employment, the candidate must complete a satisfactory background check.  The background check is understood to encompass all forms of pre-employment screening, including but not limited to: drug screen, physical, criminal background, driving record, sex offender registry, education, training and licensing verification, employment history, credit check, and professional and personal references.
  • Must possess a valid State of Michigan operator license and maintain this license throughout employment in this position.
PHYSICAL REQUIREMENTS AND WORKING CONDITIONS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job with or without accommodations.  Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.

 

While performing the duties of this job, the employee is regularly required to:

·         Speak to others to convey information effectively.

·         Read, interpret and understand procedures, rules, technical information, instructions and manuals.

·         Hear and understand information presented through spoken words and sentences.

·         Specific vision requirement includes close vision, distance vision, color and depth perception.

·         Use hands to operate a computer, handle materials and operate equipment.

·         Push or pull carts, reach with hands and arms forward, above and below shoulder level.

·         Lift, move or carry objects, equipment and supplies weighing up to 25 pounds.

·         Sit, bend, stoop, crouch, crawl and kneel in an ergonomically correct manner.

·         Stand and walk, climb stairs.

·         Normal office hours are from 8:00 a.m. through 4:30 p.m.

·         Generally works in a normal office environment.

·         The noise level in the work environment is moderate with many interruptions.

 

 

Disclaimer: The statements contained in this job description are intended to describe the general nature and level of work being performed by individuals assigned to this position.  They are not to be construed as an exhaustive list of all job requirements or duties performed.  The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.


AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER

 

 

It is the policy of St. Clair County not to discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, disability that does not prevent performing essential job functions or because he or she is a protected veteran.