Rep Payee Specialist - Evansville

Sycamore Services Inc; Evansville (IN); On-site; USD 42,000 - 56,000; Full time

Job summary

Sycamore Services Inc in Evansville, IN seeks a Representative Payee Specialist to support individuals served by managing client funds, benefits, and financial records.

You will handle budgets, bill payments, Medicaid/Social Security applications, and prepare documentation for guardians and agencies.

The role requires strong written and verbal communication, teamwork, and the ability to work in-office up to two days a week.

Qualifications

• Excellent writing and communication skills.
• Strong interpersonal and organizational abilities.
• Team player who can multitask and adapt.
• Proficient with word processing, database, and spreadsheet software.
• Available to be in office up to 2 days per week.

Responsibilities

• Manage client accounts, ensuring timely bill payments and monitoring balances.
• Develop personal budgets and ensure proper utilization of funds.
• Maintain compliance with financial limits and explore trusts or spenddowns.
• Provide financial documentation for clients, guardians, and relevant agencies.
• Handle Medicaid, SNAP, Social Security, and Medicare applications, updates, and reviews.
• Submit required reports and earnings information for employed clients.
• Gather tax documents and coordinate tax preparation.
• Manage funeral trusts and special needs trust accounts, including contributions and disbursements.
• Complete applications and maintain records of energy assistance programs.

Skills

Writing skills

Communication

Interpersonal skills

Organization

Team player

Multitasking

Windows knowledge

Word processing

Databases

Spreadsheets

In-office availability

Education

Bachelor’s degree or related field

Tools

Windows

MS Word

Excel

Databases

Job description

The Representative Payee Specialist provides financial support to individuals served, ensuring proper management of client funds and benefits, and supports the residential and finance departments.

Key Responsibilities

• Manage client accounts, ensuring timely bill payments and monitoring balances.
• Develop personal budgets and ensure proper utilization of funds.
• Maintain compliance with financial limits and explore alternatives such as trusts or spenddowns.
• Provide financial documentation for clients, guardians, and relevant agencies.

Client Financial Management

• Handle Medicaid, SNAP, Social Security, and Medicare applications, updates, and reviews.
• Submit required reports and earnings information for employed clients.

Tax and Trust Management

• Gather tax documents and coordinate tax preparation.
• Manage funeral trusts and special needs trust accounts, including contributions, disbursements, and compliance with regulations.

Energy Assistance

• Complete applications and maintain records of energy assistance programs.

Requirements

• Excellent writing and communication skills
• Good interpersonal skills
• Should possess excellent organization and facilitation skills
• Ability to be flexible, responsible and a team player
• Multi-task oriented
• Knowledge of Windows products preferred
• Strong working knowledge of word processing, database, and spreadsheet software
• Ability to be in office up to 2 days a week

Education and Experience

• Bachelor’s degree in related field and/or extensive experience as Administrative Assistant