Rep Payee - Everett Office- Onsite - Day

Redwood Family Care Network; Marysville (WA); On-site; USD 41,000 - 45,000; Full time

Benefits offered by this job

Medical/Vision/Dental Insurance

Disability Insurance

EAP

Life Insurance

Paid Time Off

401(k)

HSA

FSA

Capella University Discount

On-Demand Pay

Job summary

SAILS Washington is hiring a full-time, on-site Representative Payee in Everett, WA to manage beneficiary finances, budgets, and documentation. Responsibilities include paying bills, reconciling accounts, and preparing financial reports, while ensuring compliance with relevant regulations.

Strong suitability requires bookkeeping experience, familiarity with banking, and proficiency in Excel/QuickBooks. Must reside in the United States and have reliable transportation.

Qualifications

• Experience in bookkeeping or Rep Payee tasks is preferred.
• Familiar with banking, accounts payable/receivable, and budgeting.
• Knowledge of Excel and QuickBooks.

Responsibilities

• Pay residential clients' bills (rent, utilities, phone, etc.).
• Daily bank reconciliation for all residential clients.
• Reconcile bank, EBT and petty cash monthly and maintain receipts.
• Ensure open invoices are paid and collected (AR aging).
• Prepare quarterly reports for all residential clients.

Skills

Accounting

Record keeping

Bookkeeping

Education

High school diploma or equivalent

College degree preferred

Tools

Driver's license

Auto insurance

Job description

Representative (Rep) Payee

Job Title: Representative (Rep) Payee

Hourly Rate: $30 - $33

Job Status: Full Time - On site

Work Base: Everett, WA

Helping You Live Life to the Fullest! SAILS Washington is dedicated to providing quality community-based support services for people of all ages and needs.

SAILS Washington is an innovative leader in delivering person-centered home and community-based services to individuals with intellectual and developmental disabilities. Our Mission is to provide World Class person-centered services, support and advocacy for individuals in positive and life-enriching environments.

SAILS Washington takes a ZERO tolerance stance on abuse and neglect. Any allegations will be reported to the proper authorities. We are committed to the Health and Safety of the individuals we support. Our employees share a passion for making a positive impact in the lives of others. We are looking for individuals who share our Mission, Vision, and Core Values.

All applicants are subject to a background check. Once a conditional offer is made and a background check has been completed, if SAILS Washington is concerned about a conviction that is directly related to the job, we reserve the right to withdraw the offer of employment

.

Benefits we Provide:

• Medical, Vision and Dental Insurance
• Voluntary Short-term and Long-term Disability
• Employee Assistance Program (EAP)
• Company Paid Basic Life Insurance & ADD plus Voluntary Life Insurance
• Accrued Paid Time Off
• Unlimited Peer Referral Program
• On-Demand Pay!!
• Working Advantage employee discount program
• Health Savings Account (HSA)
• Flexible Savings Account (FSA)
• 401(K)
• Capella University Discount

Summary

A Representative (Rep) Payee's responsibilities include using the benefits to pay for the beneficiary's current and future needs, saving any remaining benefits, and keeping records of expenses. Accounts receivable, accounts payable, banking, billing and accounting for all Residential Clients. Act as Rep Payee for our individuals and give support to our individuals with budgeting and financial planning.

Duties and Responsibilities:

• Residential Services Client Finances - Pay bills for residential clients including rent, utilities, phone, etc.
• Daily Reconciliation - Download bank transactions daily for all residential clients.
• Bank, EBT, and Petty Cash Reconciliations - Every month reconcile bank, EBT and petty cash accounts and organize and maintain all receipts for all residential clients.
• AR Aging - Ensure open invoices are paid back and collected.
• Quarterly Reports - Produce quarterly reports for all residential clients.
• Client Financial Assistance - Continuously review, seek and apply for any applicable financial assistance each client would qualify for.
• Residential Allowance Requests -At the beginning of each month complete residential allowance requests for the previous month for clients that need extra financial assistance. Work closely with the case manager at DDA to coordinate these requests.
• Individual Financial Plans – Write Individual Financial Plans for all residential clients as well as a monthly budget for the year. Make sure the IFP is signed by the family and the manager of residential services.
• Documentation - Within the company Drive collect and maintain all necessary and appropriate documentation.
• Rep Payee – If the family chooses to have SAILS Group - Washington be the Rep Payee fill out the Rep Payee paperwork and make an appointment with Social Security to get Rep Payee status. Set up a bank account for the client so that their social security check can be directly deposited into their account.
• The checking or savings account used by the payee must show the beneficiary as the owner of the funds and the payee as the financial agent. The payee and any third party cannot own the account, and the beneficiary cannot have direct access to it.
• QA -Visit client’s homes and audit funds and client site money ledger. Report discrepancies in the homes and in general accounting immediately to the Financial Director, Residential Director, and Area Director.
• Model a positive, proactive and priority-focused communication style which encourages collaboration and allows space for all voices to be heard, with the goal of improving the quality of life of our team and our clients.
• Complete DSHS reviews, housing assistance recertification paperwork, and documentation for SSA, as needed.
• Maintain professional working relationships with DDA, guardians, alternate rep-payees, landlords, service providers, and other members of the community.
• Implement and monitor compliance with DDA/SSA regulations and policies, WACs, and Sails WA policies and procedures. Provide feedback to the Administrators as needed.
• Assist program clients with outside Rep Payees to complete required documentation and services.
• Perform other duties as assigned.

Qualifications:

• Must be 21 years of age with High school diploma (or equivalent), College degree preferred or equivalent experience
• Computer processing skills, general accounting and bookkeeping training, record keeping practices and training, or related job experience of greater than three years in a similar position.
• Previous bookkeeping or Rep Payee experience preferred
• WA driver license and auto insurance with reliable transportation

JOB RELATED KNOWLEDGE

• Generally accepted accounting principles
• Federal and State laws and regulations
• Statement of work
• Personal computer, Excel, Payroll and QuickBooks system

PREFERRED SKILLS

• Ability to perform mathematical calculations accurately, including percentages, fractions, decimals, and simple mathematical formulas.
• Ability to solve practical problems and follow written, verbal or other instructions with several concrete variables.
• Attention to detail and the ability to organize complex information neatly and accurately.
• Ability to compose original correspondence, write reports, have effective interaction with people, and to communicate ideas and receive and process information from others.
• Ability to learn a systematic approach to accounting and to follow the approach without direction to maintain the integrity of the financial data of the agency.
• Ability to operate computer equipment, business equipment and other general office equipment.
• Must be located in and authorized to work in the United States
• Licensing Requirements:
• Must pass a Washington State background check
• WA driver license and WA auto insurance
• First Aid/CPR Certified (within 120 days of employment, training can be provided)

Ongoing Eligibility Qualifications:

• Complete and pass the background check screening upon hire and every two years thereafter, or as requested.
• Maintain active CPR/First Aid and other required certifications.

SAILS Washington and Citizen Access Residential Resources are part of the Redwood Family Care Network family of companies. Operating in California, Washington, Arizona, and Nevada. Responsible, Compassionate & Trusted. Redwood Family Care Network’s mission is to provide World Class person-centered services, support and advocacy for individuals in positive and life-enriching environments.