Rep Payee Specialist - Evansville

Sycamore Services, Inc.; Evansville, Northern (IN, KY); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Sycamore Services, Inc. seeks a Representative Payee Specialist to support individuals served by managing client funds, ensuring timely bill payments, and monitoring balances.

The role collaborates with residential and finance teams to safeguard assets and maximize benefits. Responsibilities include administering Medicaid, SNAP, Social Security, and Medicare applications, processing reports, and coordinating tax documents for guardians.

Qualifications

• Excellent writing and communication skills are required.
• Strong organizational skills and attention to detail are essential.
• Ability to be flexible, responsible and a team player.
• Proficiency with Windows, word processing, databases and spreadsheets.

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.
• 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, disbursements, and compliance with regulations.
• Complete applications and maintain records of energy assistance programs.

Skills

Excellent writing

Excellent communication

Strong organizational skills

Team player

Multi-tasking

Windows knowledge

Word processing

Spreadsheet software

Database software

Education

Bachelor's degree in related field or extensive Administrative Assistant experience

Tools

Microsoft Word

Microsoft Excel

Database software

Job description

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:

Client Financial Management:

• 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.

Benefit Administration:

• 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