Fiscal Assistant, Client Trust Unit in San Jose, California at San Andreas Regional Center

Join San Andreas Regional Center – Where Every Role Matters.

San Andreas Regional Center (SARC) is one of 21 regional centers in California, funded by the State and rooted in the values of the Lanterman Act. As a community-based nonprofit, we are dedicated to supporting individuals with developmental disabilities in living full, independent, and inclusive lives.

Join a diverse, mission-driven team that is passionate about making a meaningful difference every day. If you care deeply about equity, advocacy, and social impact— SARC is the place for you.

Job Summary: While maintaining good public relations with the community and implementing the goals of the Agency, this position handles accounting and clerical tasks in the Client Trust section of the Fiscal Department using proper guidelines and initiative in keeping or reviewing Agency, financial records.

Responsibilities:

· Do monthly or weekly check runs to pay client bills

· Process check deposits, apply to correct client and save all relevant documents

· Complete applications for clients to qualify for benefits

· Work with variety of government agencies (e.g. DDS, SSI) to ensure agency clients receive all benefits they are entitled to

· Communicate with case workers and vendors to resolve problems affecting agency clients

· Perform monthly and annual reconciliations on client accounts

· Prepare reports for government agencies

· Work on special programs as assigned

· Perform other related duties as assigned

We offer a competitive benefits package designed to support your health, well-being, and future.

Employees receive free medical coverage (yes, free for employees!), along with free dental and vision insurance for your dependents.

Our benefits include a CalPERS pension plan, offering rare, long-term financial security through a lifetime pension, excellent health benefits, and overall career stability. Additional benefits include a 403(b) retirement plan, flexible spending accounts, and an Employee Assistance Program (EAP).

You'll also enjoy:

• Five days of paid education leave per fiscal year
• Vacation time, sick leave, 12 paid holidays and 2 floating holidays!
• Life insurance, with options for additional coverage
• Access to an employee discounts portal full of great deals
• We offer flexible work schedules and select hybrid positions, promoting a healthy and balanced work-life experience. And that’s just the beginning — explore the full list of benefits on our careers website! (**Benefits apply to eligible employees.)

Education: An employee in this classification must have training and experience equivalent to completion of the twelfth grade with three years of experience in keeping or reviewing financial records required.

Special Skills and Knowledge and Other Qualifications:

· Ability to reason logically and accurately and to make arithmetical computations

· Must be able to follow complex instructions and establish practices and procedures

· Must be able to operate a 10-key adding machine by touch

· Knowledge of practices and terminology used in accounting clerical work Knowledge of the methods of record keeping and filing

· Knowledge of developmental disability programs and social security desirable

· Knowledge of Microsoft Excel required