W-2 Eligibility & Benefits Planner

Equus Workforce Solutions; Milwaukee (WI); On-site; USD 48,000 - 64,000; Full time

Job summary

Equus Workforce Solutions in Milwaukee seeks a Financial and Employment Planner – Eligibility to determine initial and ongoing eligibility for W-2 services and Job Access Loans.

You will verify documentation, maintain case records, collaborate with case managers, ensure regulatory compliance, conduct eligibility interviews, and support timely benefits delivery while upholding confidentiality.

Join a team focused on impactful workforce solutions and inclusive service delivery across the region.

Qualifications

• High school diploma or equivalent is required.
• Minimum of 2 years of experience in eligibility determination, benefits administration, or related field.
• Strong attention to detail and organizational skills.
• Proficiency in Microsoft Office and eligibility systems.
• Ability to interpret and apply complex program rules and regulations.

Responsibilities

• Determine initial and continued eligibility for W-2 program services and Job Access Loans (JALs).
• Conduct eligibility interviews and verify required documentation including income, residency, and household composition.
• Maintain accurate and up-to-date case records to support timely benefit issuance and service delivery.
• Monitor changes in participant circumstances and update eligibility status accordingly.
• Collaborate with case managers and program staff to ensure coordinated service delivery.
• Ensure compliance with state and federal regulations governing W‑2 and JAL eligibility.
• Respond to inquiries from participants regarding eligibility requirements and documentation.
• Participate in audits and quality assurance reviews to ensure program integrity.
• Uphold confidentiality and adhere to all applicable employment laws and program policies.

Skills

Attention to detail

Organizational skills

Interpreting program rules

Communication skills

Adaptability

Education

High school diploma or equivalent

Tools

Microsoft Office

Eligibility systems

Job description

Equus Workforce Solutions in Milwaukee seeks a Financial and Employment Planner – Eligibility to determine initial and ongoing eligibility for W-2 services and Job Access Loans.

You will verify documentation, maintain case records, collaborate with case managers, ensure regulatory compliance, conduct eligibility interviews, and support timely benefits delivery while upholding confidentiality.

Join a team focused on impactful workforce solutions and inclusive service delivery across the region.