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Experienced Representative Payee

Equality Payee Services of Wisconsin
Jefferson, WI Full Time
POSTED ON 3/23/2026
AVAILABLE BEFORE 5/22/2026

Job Summary:
We are seeking an experienced Representative Payee to join our team. As a Representative Payee, you will be responsible for managing the financial affairs of individuals who are unable to do so themselves. This includes handling payments, budgeting, and ensuring financial stability for our clients.

Duties:
- Manage the finances of clients who are unable to do so themselves
- Receive and deposit income on behalf of clients
- Pay bills and expenses on time
- Create and maintain budgets for clients
- Monitor and track client's financial transactions
- Provide regular reports to clients and relevant agencies
- Assist clients with financial decision-making
- Collaborate with social workers, case managers, and other professionals to ensure the well-being of clients

Skills:

- Previous experience in working with a vulnerable population preferred
- Excellent communication skills, both verbal and written
- Computer Skills
- Strong data entry skills with high accuracy
- Ability to analyze financial information and make informed decisions
- Ability to multi-task

WE CCAP EVERY PERSON WHO APPLIES. IF YOU HAVE EVER BEEN EVICTED OR HAVE ANY FINANCIAL ISSUES PER CCAP, WE WILL NOT CONTACT YOU SO PLEASE DO NOT APPLY

Job Type: Full-time

Pay: $19.00 - $23.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • On-the-job training
  • Paid time off
  • Vision insurance

Application Question(s):

  • Have you been evicted in the past 5 years?
  • Have you been convicted of a crime in the past 5 years?

Education:

  • High school or equivalent (Required)

Experience:

  • Data entry: 1 year (Required)

Work Location: In person

Salary : $19 - $23

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