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HL
Hougum Law Firm
Medicaid Coordinator
Career Insights for Personal Financial Advisor (General)
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Based on Wisconsin data
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$120,852 / year median in Wisconsin
+3% projected growth
Job Description
Hougum Law Firm is seeking a Medicaid Coordinator who is detail-oriented, organized, and passionate about helping clients through complex processes with empathy and professionalism. Position Overview The Medicaid Coordinator will support the Lifecare Benefits Planner and attorneys in preparing and processing Medicaid applications, gathering required documentation, communicating with clients and state agencies, and maintaining organized case files. This position requires strong attention to detail, excellent communication skills, and the ability to manage multiple deadlines efficiently. Key Responsibilities Assist the Lifecare Benefits Planner with the preparation, submission, renewals, and follow-up of Medicaid applications. Gather, organize, and review financial documents, bank statements, and other required records from clients. Communicate with clients, family members, financial institutions, and government agencies to obtain necessary information. Maintain accurate and up-to-date case files and electronic records in the firm's case management system. Draft correspondence, legal forms, and client communications related to Medicaid eligibility and asset protection planning. Track application deadlines, requests for information, and agency responses to ensure timely completion. Support and guide clients in preparing spend-down plans, asset transfers, and other Medicaid-related strategies. Schedule client meetings and assist with follow-up tasks and documentation. Provide administrative support such as scanning, copying, mailing, preparing and sending eSign documents, assisting with internal client paperwork, and organizing files as needed.