Federal grant for low-income individuals in Wayne County interested in health care training. ● Assist Program Manager with daily operations, staffing, expense tracking and other tasks.● Develop and track annual grant budgets.● Review of monthly, quarterly and annual financials. ● Track program goals and metrics and provide information to staff.● Make payments on behalf of grant participants including: test payments, books, tuition, supplies, and licenses.● Prepare check… Show more Federal grant for low-income individuals in Wayne County interested in health care training. ● Assist Program Manager with daily operations, staffing, expense tracking and other tasks.● Develop and track annual grant budgets.● Review of monthly, quarterly and annual financials. ● Track program goals and metrics and provide information to staff.● Make payments on behalf of grant participants including: test payments, books, tuition, supplies, and licenses.● Prepare check and ACH request payments for Training Partners and Colleges.● Communicate with management and financial departments at colleges and training centers.● Assist grant participants with emergency assistance and overcoming educational and life challenges.● Research and compile community service resource lists.● Assist in developing daily operations and processes with staff.● Develop social services assistance guidelines and processes.● Assist in leading weekly team meetings.● Develop career based workshops and help facilitate large scale hiring events. Show less

Federal grant for low-income individuals in Wayne County interested in health care training. ● Provide administrative support for Program Manager.● Assist grant participants with overcoming obstacles and finding necessary solutions.● Distribute and track reloadable gas expense cards for grant participants.● Establish internal procedures for financial transactions.● Greet customers and help with marketing program goals and outcomes. ● Track monthly receipts and expense… Show more Federal grant for low-income individuals in Wayne County interested in health care training. ● Provide administrative support for Program Manager.● Assist grant participants with overcoming obstacles and finding necessary solutions.● Distribute and track reloadable gas expense cards for grant participants.● Establish internal procedures for financial transactions.● Greet customers and help with marketing program goals and outcomes. ● Track monthly receipts and expense accounting.● Host financial literacy and employment based events for grant participants. Show less

● Managed customer relationships. ● Reviewed customer accounts for appropriate investment allocations and recommended investment changes. ● Conducted daily face to face, written, and phone client contact. ● Interpreted trust documents for review and for potential implementation of beneficiary requests. ● Presented beneficiary distribution requests to a weekly Trust Administration Committee. ● Closed uneconomical trusts under the Virginia Uniform Trust Code. ●… Show more ● Managed customer relationships. ● Reviewed customer accounts for appropriate investment allocations and recommended investment changes. ● Conducted daily face to face, written, and phone client contact. ● Interpreted trust documents for review and for potential implementation of beneficiary requests. ● Presented beneficiary distribution requests to a weekly Trust Administration Committee. ● Closed uneconomical trusts under the Virginia Uniform Trust Code. ● Tracked and processed IRA required minimum distributions. Show less

● Gathered necessary account opening paperwork.● Processed bill payments and beneficiary distributions. ● Assisted with client relationship management.● Assisted with plans of distribution.

● Computer draftsperson.● Tracked invoice payments.