Rep Payee Specialist

Description

The Fiscal Representative Payee will work within the fiscal department serving

representative payee clients to administer client bill payment and client financial related

matters. This position interacts directly with the programs to coordinate on client funds

management. Responsibilities

• Builds a working relationship with Agency staff relative to client bill payment and

accounting issues.

• Acts as a liaison with outside banks and Social Security Agency offices with respect to

client matters.

• Processes payments on behalf of clients ensuring adequate documentation to

substantiate payment.

• Review clients’ account monthly for accuracy.

•Monthly filing of client’s records

• Maintains client accounting records and supporting documentation.

• Works with residential supervisors and other staff to manage client budgets.

• Prepares reports to the Social Security Administration (SSA) and other agencies that

serve the beneficiary.

Requirements • Minimum of two years of bookkeeping or funds management experience.

• Bachelor’s Degree in Accounting or related field preferred.

• Ability to travel locally and use of personal vehicle necessary.

• Must be organized and have the ability to multitask.

• Excellent communication and interpersonal skills; ability to work well with a large variety of

people

• high energy level; self-initiated

• Ability to provide excellent customer service.

• Meticulous and detail-oriented; Accuracy in daily work

• Ability to prioritize work and meet communicated schedules and deadlines.

• Adherence to policies, procedures and instructions.

• Knowledge of office procedures.

• Proficiency in Excel, Outlook and Word and familiarity with accounting software.

• AccuFund is a plus

• General math skills, ability to work with numbers.

• Direct financial experience in non-profit human services organization and Representative

Payee experience preferred but not required.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Work Location: Hybrid remote in Springfield, MA 01104