Money Management & Payee Services Specialist

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

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.