Asset Management Coordinator jobs in United States
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Harris County · 21 hours ago

Asset Management Coordinator

Harris County is dedicated to improving the lives of children and adults through various support services. The Asset Management Coordinator will work under the supervision of the Asset Management Manager, focusing on researching, assessing, and evaluating the assets of wards receiving services, while ensuring compliance with relevant policies and guidelines.

Government Administration

Responsibilities

Conduct research and evaluate assets using multiple resources
Identify and secure bank accounts, safe deposit boxes, and all assets related to banking and financial institutions
Ensure the ongoing management and stewardship of the ward’s assets
Responsible for conducting Initial, Annual, and Final inventories, ensuring accurate recording and reconciliation of all assets within the financial management system, and documenting all related information into EMS for review
Ensures all asset-related transactions are in compliance with program policies, estate code guidelines, and court orders
Responsible for coordinating the movement and storage of all assets belonging to the ward
Manage transaction records and documentation for all assets belonging to wards
Provide financial institutions with information about the agency and its role and communicate any new or updated policies on banking institutions to the program
Perform additional duties as assigned, within the scope and responsibilities of the position

Qualification

Texas Estates CodeGuardianship StandardsBusiness AdministrationSocial ServicesMicrosoft OfficeEmpathyAnalytical SkillsSelf-disciplineCommunication SkillsConfidentiality

Required

Bachelor's Degree in Business Administration, Social Sciences, or closely related field. OR a Paralegal Degree
Minimum two (2) years full-time paid work experience in a business administration, real estate, social services or a legal setting
Training and experience using a personal computer with a variety of software such as Microsoft Word, Microsoft Excel, and PowerPoint
Reliable transportation with a valid driver's license (Texas) and auto liability insurance
Knowledge of county, state, and federal laws, Texas Estates Code, statutes, rules, and standards governing guardianship and asset management guidelines
Skill in empathizing, valuing, and dealing successfully with the special capabilities, distinctive cultural histories, and unique needs of people of various socio-economic, ethnic, and cultural backgrounds
Skill in analyzing, interpreting, and applying Texas Estates Code and Guardianship Standards
Skill in self-discipline, dependability, and ability to work independently, manage multiple projects, and prioritize multiple tasks and demands to accomplish outcomes
Maintains the highest standards of ethical behavior, exercising honesty and integrity, respect, confidentiality, and fairness in the execution of their official responsibilities
Establishes and maintains effective relationships with residential facilities, care providers, family members, benefit carriers, government officials and departments, community partners and resources, and the general public
Handles sensitive interpersonal situations calmly and tactfully
Communicates detailed and often sensitive information effectively orally and in writing
Maintains confidential information
Develops and implements processes and procedures to accomplish outcomes

Company

Harris County

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Harris County focuses on transportation, public health, housing, justice and safety, the environment, and other issues.

Funding

Current Stage
Late Stage

Leadership Team

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Craig B Atkins, CPA
CFO / Director of Financial Services
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Araceli "Chely" Chojnacki
Front Receiving COORDINATOR
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