What are the responsibilities and job description for the Accounting Clerk position at PLAN of PA?
Why Plan of PA?
PLAN of PA is a non-profit that connects individuals with disabilities to security, resources, and support. PLAN provides Care Management services combined with Financial Management Services to ensure that our clients have comprehensive support throughout their life stages. Our culture emphasizes mutual support, mission delivery, work life balance, and open dialogue. PLAN offers the opportunity to work in an energetic and collaborative environment, with a dynamic team of interdisciplinary professionals. New team members can expect an engaging onboarding process, with plenty of one-on-one training from their supervisor. Key benefits of working at PLAN of PA include flexibility, remote/hybrid work, and an opportunity to make an impact with our clients.
Are You an individual with:
- High integrity and transparency?
- Confidence and self-motivation?
- A commitment to team work?
- Strong organization and analytical skills?
- Patience, compassion, and thoughtful communication?
Join us at PLAN of PA and help make a real difference in people’s lives!
Accounting Clerk position:
We are seeking an individual for our Accounting Clerk position. Individuals with a background in accounting, finance, and/or data and records management would be preferred for this role. The role provides support to our Trust Administration and Care Management teams, who have direct contact with the clients and manage their accounts.
This is a part time role, with the employee typically working 3 days a week. The role is flexible in nature, so schedule may be subject to change.
After a one-month introductory period, employees may work one day a week at home.
Key Duties:
Records & Documentation:
- Assist with procuring client documentation, including releases of information, ID documents, bank statements, and medical records.
- Maintain accurate client records in CRM software and organize documents in shared drives.
- Scan and digitally organize files for easy access and retrieval.
- Assist with paper file organization.
- Open and close cases in internal systems.
- Assist with preparing and submitting reports to Social Security.
- Data entry and spreadsheet maintenance for internal documentation.
- Email list maintenance
Financial & Administrative Support:
- Assist with bill pay logistics, including address changes, oversight of automatic payments, online account setup, and disputing medical bills with insurance providers.
- Source and coordinate vendor services, such as home maintenance or maid services, that the Trust intends to pay for.
- Order and purchase approved items on behalf of clients.
- Review and reconcile credit card charges twice a month.
- Process internal bill payments as directed by the Trust team
- Reconcile Trust accounts and escalate any discrepancies to the Trust team.
- Check account balances to alert team if they are out of compliance
- Provide support during the Trust Annual Review process.
- Provide support for incoming and outgoing mail, including stuffing and stamping envelopes if needed.
- Provide support for event related administrative tasks.
Compensation and Benefits
$25 an hour, 24 hours a week
Part time employees are not eligible for benefits or paid time off, but they may take unpaid time as approved by the Executive Director.
Salary : $25