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Guardianship of Estate Representative
Guardianship of Estate Representative-March 2024
Milwaukee
Mar 31, 2026
About Guardianship of Estate Representative

  JOB REQUIREMENTS: The Guardianship of Estate Representative (GOE) isresponsible for the daily financial aspects of the Guardianship program.Also, the GOE Representative will assist with coordinating allestate-related functions of the program, assist with overseeing thefinancial assets and liabilities of the wards. ESSENTIAL DUTIES(FUNCTIONS) include the following: Assist with the completion andaccuracy of all initial inventories, annual accountings, and finalaccountings for all Guardianship of the Estate clients in a timelymanner. Adheres to due dates given by the courts specific to eachcounty. 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 buyingproperty, securing necessities for daily living, making arrangements forcontracted work (lawn care, snow removal, locksmith, clean-outs, etc.),and completing benefit-related paperwork and business. Collect andanalyze complex financial data as well as maintenance of complexaccounts 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. MaintainsGuardianship of the Estate caseload and visits GOE Wards in person perpolicy. Will attend all needed court hearings for clients on their caseload. Coordinates the removal/disposal of personal items in conjunctionwith the ward\'s family, authorized individuals, or the GuardianshipManager by conducting an inventory of ward property and arranging forthe drop-off, sale, or donation of items. Ensure all debt obligationsand benefit-related expenses are reconciled with ward monies... Forfull info follow application link. Easterseals Southeast Wisconsin, Inc.believes in equal employment opportunity for all employees andapplicants for employment. Our agency\'s success depends on qualifiedindividuals regardless of their age, race, creed, religion, color, sex,national origin or ancestry, disability or association with a personwith a disability, veteran status, arrest record, conviction record,sexual orientation, marital status, pregnancy or childbirth, militaryparticipation, genetic testing, submitting to honesty testing, or use ornonuse of lawful products off the employer\'s premises duringnon-working hours. Employees may not be harassed in the workplace basedon their protected status nor retaliated against for filing a complaint,for assisting with a complaint, or for opposing discrimination in theworkplace. Easterseals Southeast Wisconsin Revised August 1, 2016 Page20 We will not discriminate or tolerate discrimination on the basis ofthese characteristics in any personnel action including, but not limitedto, hiring, training, promotions, transfers, demotions, benefits,compensation, discipline, termination and any other conditions orprivileges of employment. ***** APPLICATION INSTRUCTIONS: ApplyOnline: ipc.us/t/561B0E693E1A45F7

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