130 - Representative Payee

New Narrative; Portland, Northern (OR, KY); Hybrid; USD 28,000 - 40,000; Full time

Job summary

New Narrative is seeking a detail-oriented Representative Payee to join our Portland, OR team. This role supports clients in residential facilities and in the community by managing funds, paying bills, and ensuring SSA compliance while fostering financial stability.

The ideal candidate has at least two years in money management/payee services, strong accounting fundamentals, and proficiency with computer tools; Workday experience is a plus. Valid driver’s license and insurance required.

Qualifications

• Two years experience providing money management/payee services preferred.
• Proficiency with standard computer applications required.
• Knowledge of accounting fundamentals essential; Workday experience a plus.

Responsibilities

• Provide representative payee services to clients requiring a payee.
• Manage client funds, pay bills, and issue weekly allowances.
• Collaborate with care team to develop budgets.
• Record deposits and reconcile accounts; handle SSA-related tasks.
• Maintain client records and assist month-end processes.

Skills

Money management

Payee services

Organization

Accounting

Education

Associate or Bachelors degree in Business or Accounting

Tools

Workday

Job description

At New Narrative, we believe mental health care is community care. As a nonprofit organization, we partner with individuals to promote healing, housing stability, and long-term wellness through compassionate, equitable support. If you’re passionate about community impact, we invite you to join our team.

Pay Rate

Starts at $25.00/hr and can go up DOE

Purpose

(General description and summary) 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.

Positions 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.

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.

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.