What are the responsibilities and job description for the Receptionist/Administrative Assistant position at Decimal Accounting?
We are a small organization dedicated to helping individuals achieve stability, independence, and an improved quality of life. Through our Representative Payee Program, we provide responsible financial management services to individuals who need assistance managing their Social Security and other benefit payments.
Position Summary
We are seeking a detail-oriented, compassionate, and highly organized Representative Payee to independently manage our Representative Payee Program. As the organization's sole Representative Payee, you will oversee all aspects of client financial management, ensuring that beneficiary funds are administered accurately, ethically, and in compliance with Social Security Administration (SSA) regulations.
This position requires excellent financial recordkeeping, sound judgment, and the ability to build positive relationships with clients, community partners, landlords, and government agencies.
Essential Duties and Responsibilities
- Manage all aspects of the Representative Payee Program for assigned beneficiaries.
- Receive, manage, and disburse Social Security, SSI, and other client benefits.
- Pay client bills, including rent, utilities, medical expenses, and other approved obligations.
- Develop and monitor individual client budgets based on each beneficiary's needs.
- Maintain accurate financial records, ledgers, receipts, and supporting documentation.
- Reconcile client accounts and ensure all transactions are properly documented.
- Complete required SSA reporting and maintain compliance with all Representative Payee regulations.
- Prepare for internal reviews and SSA audits.
- Communicate regularly with clients regarding their financial needs and available funds.
- Coordinate with case managers, caregivers, landlords, service providers, and government agencies.
- Monitor benefit eligibility and assist with benefit-related documentation when appropriate.
- Maintain confidentiality of client financial and personal information.
- Identify and report suspected fraud, financial abuse, or misuse of benefits.
- Recommend improvements to policies and procedures to strengthen program efficiency and compliance.
- Perform other related duties as assigned.
Qualifications
Required
- High school diploma or equivalent (Associate's or Bachelor's degree preferred).
- Excellent organizational, time management, and communication skills.
- Strong attention to detail, accuracy, and confidentiality.
- Ability to work independently, prioritize tasks, and exercise sound judgment.
Preferred
- Experience in human services, behavioral health, nonprofit organizations, or working with individuals experiencing disabilities, mental illness, or other vulnerable populations.
- Experience with bookkeeping, accounting, banking, or financial recordkeeping.
- Proficiency with Microsoft Office and financial or accounting software.
Knowledge, Skills, and Abilities
- Ability to manage multiple client accounts while maintaining accuracy and compliance.
- Strong problem-solving, decision-making, and customer service skills.
- Ability to interpret policies and regulations and build positive relationships with clients, service providers, and community partners.
- Demonstrated integrity, professionalism, and commitment to ethical financial management.
Benefits
- Dental insurance
- Flexible schedule
- Health insurance
- Paid training
- Meaningful work supporting individuals in your community
*Health Insurance only offered at 30 hours per week*
Work Location: In person
Pay: $21.00 - $24.00 per hour
Benefits:
- Dental insurance
- Employee discount
- Flexible schedule
- Retirement plan
Work Location: In person
Salary : $21 - $24