Payee & Budget Specialist – Full-Time, $2k Sign-On

Achieva; Greensburg (Westmoreland County); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Sign-on bonus

Job summary

Achieva is hiring a Representative Payee Specialist in Greensburg, PA. The role entails helping individuals set budgets to cover living expenses and manage daily financial tasks in coordination with SSA and county offices.

You will handle data entry, client communications, and monthly budget reviews. A high school diploma and basic bookkeeping knowledge are required; familiarity with SSA guidelines is a plus. Sign-on bonus offered.

Qualifications

• High school diploma or equivalent.
• Familiarity with SSA Representative Payee Guidelines.
• Experience with budgeting and financial data handling.

Responsibilities

• Assist individuals with budgeting to cover living expenses.
• Process referrals and applications for payee services.
• Input and retrieve personal and financial data.
• Assist with individual finances via phone.
• Review client budgets and update expenditures monthly.
• Prepare yearly payee reports and rent rebate forms.

Skills

Familiarity with SSA RepresentativePay

Education

High school diploma or equivalent

Tools

Microsoft Word

Excel

Google Docs

Google Sheets

Job description

Achieva is hiring a Representative Payee Specialist in Greensburg, PA. The role entails helping individuals set budgets to cover living expenses and manage daily financial tasks in coordination with SSA and county offices.

You will handle data entry, client communications, and monthly budget reviews. A high school diploma and basic bookkeeping knowledge are required; familiarity with SSA guidelines is a plus. Sign-on bonus offered.