Impactful Representative Payee: Budget & Benefits Lead

Recruitology

Brockton (MA)

On-site

USD 33,000 - 37,000

Full time

8 days ago
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Job summary

Recruitology seeks a Representative Payee in Brockton, MA, to manage Social Security benefits and client funds for a small non-profit team. You will ensure essential needs like housing, utilities, food, and medical bills are prioritized and paid on time.

On-site 37.5 hours/week, with strict on-site days and involvement in budget logging in QuickBooks, plus collaboration with clients, families, landlords, and case managers to support monthly stability.

Qualifications

  • Hands-on QuickBooks experience for basic accounting, bookkeeping, or transaction logging.
  • Detail-oriented with basic bookkeeping or administrative experience.
  • Proficient in Excel and accurate data entry.
  • Background and credit check required.

Responsibilities

  • Manage Client Funds: Receive and budget Social Security benefits for designated clients.
  • Prioritize Vital Needs: Ensure rent, utilities, food, and medical bills are paid first and on time.
  • Keep Meticulous Records: Log expenses in QuickBooks, manage individual bank accounts, reconciliations and complete annual Social Security reports.
  • Collaborate: Partner with clients, families, landlords, and case managers to build stable monthly budgets.

Skills

Detail-oriented
Empathetic communication
Background check required

Tools

QuickBooks
Excel

Job description

Recruitology seeks a Representative Payee in Brockton, MA, to manage Social Security benefits and client funds for a small non-profit team. You will ensure essential needs like housing, utilities, food, and medical bills are prioritized and paid on time.

On-site 37.5 hours/week, with strict on-site days and involvement in budget logging in QuickBooks, plus collaboration with clients, families, landlords, and case managers to support monthly stability.

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