Job Information
EASTERSEALS SE WI Guardianship of Estate Representative in MILWAUKEE, Wisconsin
JOB REQUIREMENTS: The Guardianship of Estate Representative (GOE) is responsible for the daily financial aspects of the Guardianship program. Also, the GOE Representative will assist with coordinating all estate-related functions of the program, assist with overseeing the financial assets and liabilities of the wards. ESSENTIAL DUTIES (FUNCTIONS) include the following: Assist with the completion and accuracy of all initial inventories, annual accountings, and final accountings for all Guardianship of the Estate clients in a timely manner. Adheres to due dates given by the courts specific to each county. Rectifying any oversight of financial affairs of assigned wards, may include conducting bank transactions, paying household bills, investing client funds, selling stocks and bonds, selling, and buying property, securing necessities for daily living, making arrangements for contracted work (lawn care, snow removal, locksmith, clean-outs, etc.), and completing benefit-related paperwork and business. Collect and analyze complex financial data as well as maintenance of complex accounts and files. Obtains assessed value of property (per city, village etc.), including securing an appraisal, if applicable. Coordinates the listing and sale of property, as appropriate. Maintains Guardianship of the Estate caseload and visits GOE Wards in person per policy. Will attend all needed court hearings for clients on their case load. Coordinates the removal/disposal of personal items in conjunction with the ward\'s family, authorized individuals, or the Guardianship Manager by conducting an inventory of ward property and arranging for the drop-off, sale, or donation of items. Ensure all debt obligations and benefit-related expenses are reconciled with ward monies... For full info follow application link. Easterseals Southeast Wisconsin, Inc. believes in equal employment opportunity for all employees and applicants for employment. Our agency\'s success depends on qualified individuals regardless of their age, race, creed, religion, color, sex, national origin or ancestry, disability or association with a person with a disability, veteran status, arrest record, conviction record, sexual orientation, marital status, pregnancy or childbirth, military participation, genetic testing, submitting to honesty testing, or use or nonuse of lawful products off the employer\'s premises during non-working hours. Employees may not be harassed in the workplace based on their protected status nor retaliated against for filing a complaint, for assisting with a complaint, or for opposing discrimination in the workplace. Easterseals Southeast Wisconsin Revised August 1, 2016 Page 20 We will not discriminate or tolerate discrimination on the basis of these characteristics in any personnel action including, but not limited to, hiring, training, promotions, transfers, demotions, benefits, compensation, discipline, termination and any other conditions or privileges of employment. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/561B0E693E1A45F7