Representative Payee

Job Title: Representative Payee

• Position Type: Full-Time, Part-Time

Job Description:

Job Duties:

• Coordinate the personal finances for all DATS clients with Representative Payee service needs.
• Ensure coordination with the local bank for any banking needs for new payee service needs
• Ensure proper budgeting of client finances to ensure all bills and spending needs are properly met.
• Reconcile all bank accounts monthly
• Generate monthly financial payee reports and distribute to all required parties
• Establish any required utility or bill accounts when necessary
• Maintain organized payee files for auditing purposes
• Maintain records of client personal spending
• Complete, submit and file all representative payee reports for social security needs.
• Coordinate with case management and any relevant parties for any large purchase needs
• Maintain proper receipt tracking for all purchases.
• Coordinate with all IDT members for clients to ensure all required payee information is generated and completed in a timely manner.
• Maintain files in a manner that is always prepared for annual auditing.

Position Requirements:

• High school degree/GED required
• 18 years of age or older
• Knowledge of basic accounting skills
• Valid driver's license
• Ability to work in an office setting
• Ability to communicate (verbally and written) with all levels of personnel, internal and external to the company
• Ability to handle physical aspects of job, including bending, stooping, lifting, pushing, pulling, reaching, and walking for periods of time
• Must maintain state regulatory certifications, as required by state/program requirements

______________________________________ _________________________

Employee Signature Date

______________________________________ _________________________

Supervisor Signature Date

Job Type: Full-time

Pay: $30,000.00 - $36,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Work setting:

• In-person
• Office

Education:

• Bachelor's (Preferred)

Experience:

• Financial management: 1 year (Preferred)
• Microsoft Excel: 1 year (Required)

Work Location: In person

Salary : $30,000 - $36,000