Rep-Payee Program Coordinator

Representative Payee Program Coordinator
ABOUT ETHOS

Ethos is a private, non-profit organization that is dedicated to promoting independence, dignity and well-being among the elderly and disabled through quality, affordable and culturally appropriate home and community-based care. As a state-authorized Aging Services Access Point (ASAP), Ethos coordinates all the non-institutional home and community-based services for elderly and disabled residents of the southwest Boston neighborhoods of West Roxbury, Hyde Park, Roslindale, Jamaica Plain, and Mattapan and well as, provides city-wide nutrition services in Boston, which serve approximately 2.1 million meal for older adults, delivered to the home (Meals on Wheels) or served in neighborhood congregate settings (Community Cafés). The organization also provides Medicare Counseling (SHINE), Long-Term Care Ombudsman, Money Management and Healthy Aging programs for the entire city of Boston. For more information, visit www.ethocare.org.

EO/AA/VEV/Disabled Employer -- Ethos Affirms and Supports Diversity

Ethos Covid-19 Safety Measures -At this time, vaccinations are strongly encouraged for all employees at ETHOS but not required.

Applicants applying for this position must not now, nor at any point in the future, require sponsorship for employment.

Are you looking for a career that makes a difference and impacts the lives of others!

Ethos is looking to add a Representative Payee Program Coordinator to the Boston Money Management Program team. This position provides direct bill payer services to help elders stabilize their housing by using their social security income to pay their bills and maintain essential documentation supporting required payments.

Monday – Friday 9 am to 5 pm, FT, 35 hours/week, non-exempt.

Hybrid work option is possible after a successful 6-month introductory period.

Starting at $24.00 hourly (calculated as $43,680.00), depending on experience.

RESPONSIBILITIES:

· Respond to daily emails and calls from case managers and clients to resolve day to day issues including rent share letters

· Spending plan adjustments

· Executing client orders daily, copy print receipt and add to QB match when product is shipped

· Data entry in Salesforce to reflect client file changes

· Responding to collateral and client phone calls routed from the front desk

· Return any conserved funds to the Social Security Administration via cashier’s check

· Build and maintain professional relationships with client’s collaterals to support client in Representative Payee Program.

· Provide direct bill payer or representative pay services to elders or disabled younger adults in a timely fashion

· Set up client notes

· Analyze and change automated payments upon request from Manager or Client

· Verify deposits (Optima) prior to any disbursements

· Troubleshoot/resolve creditor payments and Social Security benefit issues

· Coordinate completion of Social Security Administration annual reports for representative payee clients

· Scanning and filing in the H:drive and Salesforce

· SSA referrals set up, send to SSA and follow up

· Update spending plans as needed

· SSA CDR’s and reviews

· SSA Rep Payee Reports

OTHER ADMINISTRATIVE TASKS:

· Manage workflow on Salesforce

· Archive terminated client files in Salesforce

· Maintain essential documentation for client files

· Shut down automated payments and all memorized QuickBooks transactions

· Support Manager and Bookkeeper in SSA audit requirements

· Perform clerical and other related duties as assigned by supervisor.

QUALIFICATIONS:

· Associates degree in human services and at least two years of social services experience or five years of social services experience in lieu of degree is required.

· Experience working with the elderly, crisis intervention or de-escalation experience, and/or experience working in a community service setting is preferred.

· Ability to utilize interpersonal skills in relating sensitively to the concerns affecting the elderly and disabled individuals and the population as a whole is preferred.

· Previous experience working in a team-based environment highly desirable.

· Ability to observe and report objectively in both a verbal and written manner.

· Flexibility to accept changing priorities.

· Ability to climb stairs and carry up to 20 pounds.

· Excellent communication skills.

· Intermediate computer skills with database experience required. Knowledge about Salesforce and Office 365 is preferred.

· Some financial literacy on Social Security Administration as it relates to Representative Payee is preferred.

· Ability to work offsite

BENEFITS:

• Vacation time = starting at 3 weeks per year, accrued bi-weekly; 4 weeks after 3 years
• Sick time = 12 days per year accrued bi-weekly: Sick Time conversion to additional vacation hours
• Personal time = 1 week per anniversary year
• 14 holidays plus your birthday off!
• Health Insurance at the beginning of the month following hire (with a choice of over 30 health insurance plans with varied premium rates; most available for purchase with zero to little monthly employee cost.
• Dental insurance with no waiting period, 75% premium paid by Ethos.
• VSP – Vision Insurance Plan
• Ethos paid life insurance at one time annual salary.
• Ethos paid Long-Term and Short-Term disability insurance.
• Voluntary long-term care insurance
• 403(b) Retirement Plan with employer discretionary contribution
• Credit union
• Pre-tax deductions (medical, dependent care and transportation)
• Expanded Learning – Professional Development - Employee Assistance Program (EAP)

Ethos is fully committed to Equal Employment Opportunity and to attracting, retaining, developing and promoting the most qualified employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by federal, state or local law. We are dedicated to providing a work environment free from discrimination and harassment, and where employees are treated with respect and dignity

Job Type: Full-time

Pay: $24.00 - $26.50 per hour

Benefits:

• 403(b)
• AD&D insurance
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Education:

• Associate (Preferred)

Experience:

• Social Services: 2 years (Required)
• financial literacy: 1 year (Preferred)

Work Location: Hybrid remote in Jamaica Plain, MA 02130

Salary : $24 - $27