Protective Payee Specialist: Financial Care & Budgeting

Children-; Des Moines (IA); On-site; USD 32,000 - 45,000; Full time

Job summary

Children- is seeking a Protective Payee Specialist to help SSI/SSDI clients manage their benefits and meet essential needs with dignity. You will handle client accounts, assist with budgeting, and deliver friendly, professional service daily.

In this role you will reconcile records, monitor budgets, process disbursements, and support a caseload of 100–150 clients while upholding Social Security guidelines and confidentiality. A high school diploma and strong communication skills are required.

Qualifications

• High school diploma or GED required; related experience preferred.
• Experience in mental health, human services, or financial services preferred.
• Ability to learn internal banking software systems.
• Basic math skills and ability to maintain accurate financial records.
• Proficiency in Microsoft Office and general computer use.
• Ability to lift up to 10 pounds and occasionally up to 50 pounds.

Responsibilities

• Act as a liaison for clients, ensuring their SSI/SSDI benefits are used to meet essential needs.
• Maintain and reconcile client checking accounts and financial records in compliance with Social Security guidelines.
• Complete monthly bank reconciliations and issue spending checks to clients.
• Monitor account balances to ensure they remain within approved limits.
• Collect and organize receipts from clients.
• Greet clients in person and provide friendly, respectful service on a daily basis.
• Communicate with clients via phone and email to review accounts and process disbursements.
• Review client budgets to ensure they stay within financial requirements.
• Prepare monthly budgets and monitor resource limits.
• Organize and maintain both paper and electronic files.
• Perform general clerical duties such as correspondence, filing, copying, and data entry.
• Manage a caseload of approximately 100-150 clients.
• Provide excellent customer service while handling occasional challenging situations professionally

Skills

Attention to detail

Organizational skills

Caseload management

Communication skills

Empathy

Confidentiality

Education

High school diploma or GED

Tools

Microsoft Office

Internal banking software

Job description

Children- is seeking a Protective Payee Specialist to help SSI/SSDI clients manage their benefits and meet essential needs with dignity. You will handle client accounts, assist with budgeting, and deliver friendly, professional service daily.

In this role you will reconcile records, monitor budgets, process disbursements, and support a caseload of 100–150 clients while upholding Social Security guidelines and confidentiality. A high school diploma and strong communication skills are required.