Client Financial & Housing Services Coordinator

PATH (People Acting to Help), Inc.; Philadelphia (Philadelphia County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive pay

Annual increases

Performance bonuses

Comprehensive benefits

Paid holidays/vacation/sick/personal

No-cost pension plan

Professional development opportunities

Advancement opportunities

PSLF eligibility

Referral bonus

Job summary

PATH (People Acting to Help) Inc. seeks a skilled Financial Services Coordinator to administer Representative Payee and client financial management for individuals served across Behavioral Health and Intellectual Disability programs.

You will handle eligibility, MA/SSA benefits, HUD verification, and room-and-board accounting with strict regulatory compliance. Responsibilities include maintaining client records, coordinating payee activities, renewals, and reporting, and ensuring accurate

Qualifications

• Bachelor’s degree preferred; associate degree with 5 years of relevant experience acceptable.
• 3–5 years of specific experience in program coordination of benefits and client financial services.
• Experience in non-profit accounting and compliance preferred.

Responsibilities

• Coordinate Residential Client Financial Services, ensuring eligibility and HUD documentation compliance.
• Manage Representative Payee and client financial activities per SSA requirements and agency policies.
• Coordinate Room & Board agreements, HUD verification, and housing-related financial documentation.
• Collaborate with Programs, Finance, and external agencies to improve workflows and training.

Skills

Financial coordination

Client financial services

Bookkeeping

Non-Profit accounting

Driver's license

Microsoft Excel

Microsoft Word

PA COMPASS

SSA Administration Site

Financial platforms

Education

Bachelor’s degree in finance, Accounting, Economics, or Business Administration

Associates Degree + 5 years experience in lieu of Bachelor's

Tools

PA COMPASS

SSA Administration Site

Other financial platforms

Job description

PATH (People Acting to Help) Inc. seeks a skilled Financial Services Coordinator to administer Representative Payee and client financial management for individuals served across Behavioral Health and Intellectual Disability programs.

You will handle eligibility, MA/SSA benefits, HUD verification, and room-and-board accounting with strict regulatory compliance. Responsibilities include maintaining client records, coordinating payee activities, renewals, and reporting, and ensuring accurate