Organizational Representative Payee

Job Description

REQUIREMENTS

• Previous experience working with Organizational Representative Payee services strongly preferred
• Experience working directly with the Social Security Administration (SSA) preferred
• Strong understanding of financial management, client fund handling, and organizational compliance
• Excellent organizational skills with strong attention to detail
• Proficiency in Microsoft Office Suite, Google Workspace, QuickBooks, and data entry systems
• Strong communication and customer service skills
• Ability to work independently while helping develop new systems and processes
• Previous administrative, clerical, office management, or human services experience preferred
• Bilingual abilities are a plus
• Experience in healthcare, residential services, behavioral health, or social services is highly desirable

RESPONSIBILITIES

• Assist with the setup and development of Organizational Representative Payee services
• Provide guidance on SSA requirements, procedures, and compliance standards
• Help establish operational workflows, policies, and financial management systems
• Assist with client fund management procedures and banking/account structure
• Coordinate communication with SSA offices, financial institutions, and internal staff
• Support office management tasks such as documentation, filing, tracking systems, and recordkeeping
• Utilize Microsoft Office Suite, Google Workspace, QuickBooks, and other systems for administrative and financial tracking
• Maintain accurate client records, ledgers, and reporting processes
• Provide support with onboarding procedures, documentation preparation, and compliance readiness
• Assist leadership in building and improving the Representative Payee program as the organization grows
• Help train or guide staff regarding best practices and operational standards
• Work alongside our leadership team to help build and develop this new service within the organization

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