Medicaid Planning Assistant

The Medicaid process can be overwhelming for many families, and a social worker plays a vital role in helping them navigate each step with clarity and confidence. In this position, the assistant supports clients through estate planning and long‑term care planning, providing high‑quality assistance rooted in integrity and excellence. 

Key responsibilities include managing and prioritizing multiple tasks, maintaining consistent follow‑through, and communicating with clients and staff in a professional, courteous, and effective manner. This role requires strong organizational skills, attention to detail, and a commitment to delivering exceptional service to both clients and the broader team. 

This position will begin by splitting time in State College and Altoona office locations, which an eventual full-time schedule in Altoona once training has been completed. 

Essential Duties and Responsibilities* 

• Compile client information and assets into a Client Information and Asset List.  

• Assist with trust funding by completing change forms, corresponding with professionals and companies, ensuring changes are made, and follow up with clients as needed.  

• Attend appointments with the Long-term care planner and/or attorneys and interact with clients and referral sources. 

• Serving as witness and/or notary during signing appointments.  

• Prepare, organize and oversee the Medicaid Application Process, both with new applications and renewals.  

• Work with case workers to get Medicaid Applications processed and handled in a timely manner.  

• Work with long-term care facility business offices to obtain information needed, communicate updates on the clients Medicaid or billing status, and work on income liabilities.  

• Organize, maintain and search for hard copy and electronic files as requested.  

• Prepare and proofread correspondence. 

• Answer phone calls, direct caller to appropriate staff member and/or e-mail appropriate staff member a message related to the call.  

• Perform general operational tasks including but not limited to copying, scanning, mailings and postage, assisting drop-in clients, filing paperwork, handling voice mail messages, etc., all according to Firm policies and procedures.  

• Work to make client satisfaction a top priority, finding quick resolutions to client complaints and concerns.  

• Report any potential threats to the success of Steinbacher, Goodall & Yurchak to the Executive Director or Partners.  

• Maintain confidentiality of client and personnel information in accordance with Steinbacher, Goodall & Yurchak confidentiality policies and procedures. 

• Other tasks, as assigned by the attorney or Executive Director. 

Qualifications  

• Bachelor's degree in Business Administration, Management, Communications, social work or related field (or equivalent work experience).   

  • Or, 2-3 years experience working in an administrative and professional environment. 

• Excellent organizational skills, able to manage multiple tasks and priorities effectively.   

• Strong attention to detail and problem-solving abilities.   

• Exceptional verbal and written communication skills.   

• Proficient in office software, including Microsoft Office Suite and virtual meeting platforms.   

• Ability to adapt to a fast-paced, dynamic virtual environment with a positive attitude.   

• A high level of professionalism, integrity, and confidentiality.

Compensation based on experience

About Steinbacher, Goodall & Yurchak

At Steinbacher, Goodall & Yurchak, our commitment to a solutions-oriented work environment is realized through teams that are bound by mutual respect and accountability and who strive for continuous learning and growth.

Does that sound like an environment you would like to work in? Are you a team player who is eager to learn, solutions-oriented, and reliable? If so, we may have a place for you on our team!

We have offices in Williamsport, State College, Altoona, Wilkes-Barre, Muncy, Wyalusing, and Wysox, PA.

Our employee benefits include: Paid time off, Holiday Pay, Jury Pay, Birthday Off, Bereavement Leave, Health, Dental, Vision, Disability, Life Insurance, Retirement Plan, Gym Membership, Student Loan Assistance and Tuition Assistance