130 - Representative Payee

LE_001 New Narrative; Portland (OR); On-site; USD 52,000 - 65,000; Full time

Job summary

New Narrative is seeking a dedicated Payee Services Specialist to support individuals in Portland. You will manage client funds, pay bills, and provide budgeting guidance, ensuring SSA rules are followed. The role emphasizes accuracy in record-keeping and collaboration with care teams.

Qualified candidates have 2+ years in money-management/payee services, strong accounting knowledge, and familiarity with Workday. A valid driver's license and insurance are required for this in-person position.

Qualifications

• Two years of experience providing money-management/payee services.
• Proficiency with computers and solid accounting fundamentals.
• Experience with Workday is a plus.
• Valid driver’s license and car insurance required.

Responsibilities

• Provide representative payee services for clients.
• Ensure funds cover shelter, food, and clothing needs.
• Draft scopes of services and cost agreements.
• Pay bills, issue weekly allowances, and manage funds.
• Develop budgets with clients in collaboration with care team.
• Record deposits, initiate checks, and reconcile accounts.
• Coordinate with SSA on money-management rules and audits.
• Maintain client records and assist month-end processes.

Skills

Strong accounting fundamentals

Accounting software proficiency

Organizational skills

Multitasking

Communication skills

Education

Associate or Bachelor's degree in Business or Accounting

Tools

Workday

Job description

Pay Rate

Starts at $25.00/hr and can go up DOE

Purpose

Provides representative payee support to individuals living in New Narrative residential facilities and in the community. This position supports the agency-based representative payee program by helping clients who are unable to manage their Social Security benefits meet their basic living needs while following SSA rules and regulations.

Accountabilities

• Provide representative payee services for New Narrative service recipients who require a payee.
• Assure funds are available so that client basic needs are met for shelter, food, and clothing.
• Discuss the terms and conditions of money management services with each individual and draft an agreement that defines the scope of responsibilities, services to be performed, and costs for services.
• Manage individuals' funds by paying bills on behalf of the individual and issuing a weekly allowance.
• Collaborate with the care team in developing budgets with the individual.
• Issue accounts payable requests, create journal entries, input accounts receivable, and reconcile various accounts.
• Work with SSA on money management issues and follow all SSA rules and regulations.
• Record deposits in a timely manner into the accounting system, including Social Security checks for individuals on money management.
• Initiate checks and deposits and disburse PIF and other monthly allotments by check or through funded debit cards.
• Maintain client records and complete audits as required by SSA.
• Hold individual meetings with clients as needed to budget and provide training regarding money management.
• Assist the Accounting Department in the month-end processes relating to client funds accounts.
• Perform other duties as directed by supervisor.

Reporting

None

Education / Certificates / Licenses / Registration

A Valid driver's license and insurance required. An Associate or Bachelor's degree in Business or Accounting preferred.

Experience / Qualifications

• Two years prior work experience providing money management/payee services is strongly preferred.
• Proficiency in computer skills required.
• Strong understanding of accounting fundamentals required.
• Prior experience using Workday accounting software a plus.
• Must have strong organization skills and ability to multitask.

Core Competencies

• Excellent organization skills, including the ability to prioritize, multi-task and meet deadlines.
• Ability to problem-solve and utilize knowledge to effectively report needed information.
• Ability to communicate clearly and concisely, both orally and in writing, to a wide variety of people.
• Ability to maintain accurate records and necessary paperwork.
• Ability to work effectively with individuals experiencing mental health challenges.
• Ability to maintain calm demeanor in crisis situations.
• Ability to effectively interact with co-workers and clients from diverse backgrounds and treat individuals with respect and dignity.
• Knowledge of de-escalation methods or ability to be trained in de-escalation methods.

Company Culture

All of our job openings are located in Portland, Oregon, and the surrounding metro areas. At New Narrative, we're dedicated to empowering people on their mental health journeys. We provide compassionate, person-centered services that foster stability, connection, and independence - helping individuals build meaningful lives in their communities. Through supportive housing, community-based programs, and collaborative care, we walk alongside the people we serve as they build resilience, strengthen relationships, and create new possibilities for their futures.

Career Purpose

Looking for work that has purpose? Join a compassionate team dedicated to empowering people in their mental health journeys while building a meaningful, rewarding career.