Representative Payee

Living Well Disability Services; Mendota Heights (MN); On-site; USD 48,000 - 55,000; Full time

Benefits offered by this job

PTO

401(k) Employer Match

Employee Assistance Program (EAP)

Financial wellness benefits

YMCA Corporate Wellness Program

Tickets at Work

LifeMart

Job summary

Living Well Disability Services seeks a meticulous Representative Payee to oversee Social Security and related benefits for individuals we support. You will ensure compliance with federal and state requirements while managing payments, audits, and documentation.

The role balances analytical financial work with a strong human impact, operating within the Finance team at our Minnesota offices. Prior experience with public benefits is preferred.

Qualifications

• Associate's degree preferred; equivalent experience may be considered.
• Experience with public benefits programs is preferred.
• Experience supporting individuals with disabilities is preferred.
• Proficiency with Microsoft Office, including Outlook and Excel.

Responsibilities

• Apply for Social Security benefits and complete required interviews with SSA.
• Manage benefit payments and distribute personal needs funds.
• Pay monthly room and board, spenddown amounts, and court-ordered guardianship fees.
• Monitor assets and income to maintain benefit eligibility.
• Complete Housing Support applications and renewals.
• Reconcile representative payee accounts and maintain financial records.
• Partner with program managers and external agencies to resolve issues.
• Report changes to SSA and other agencies.
• Complete annual payee reports, redeterminations, and reviews.
• Conduct internal audits to ensure compliance.
• Download remittance and surcharge information through MN-ITS.
• Support process improvements and other duties as assigned.

Skills

Microsoft Office

Attention to detail

Analytical thinking

Communication

Education

Associate's degree in Social Work, Human Services, Psychology, Accounting, or related field

Equivalent experience (2–5 years) in benefits administration or related field

Tools

Outlook

Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Representative Payee

4 days ago Requisition ID: 1511

Salary Range: $48,000.00 To $55,000.00 Annually

Make a Difference with Living Well Disability Services

At Living Well Disability Services, we believe everyone deserves the opportunity to live well. For more than 50 years, we've been transforming the lives of people impacted by disabilities through exceptional support, meaningful relationships, and a commitment to dignity and inclusion.

We're seeking a detail-oriented, compassionate Representative Payee to join our Finance team. In this role, you'll oversee Social Security and public benefits for the people we support, helping ensure they receive the financial resources they need while maintaining compliance with federal and state requirements. If you enjoy balancing analytical work with meaningful human impact, this is an excellent opportunity to make a difference every day.

What You'll Do

As the Representative Payee, you will be responsible for managing Social Security benefits and related financial services for individuals supported by Living Well. Responsibilities include:

• Apply for Social Security benefits and complete required interviews with the Social Security Administration.
• Manage benefit payments and distribute personal needs funds.
• Pay monthly room and board, spenddown amounts, and court-ordered guardianship fees.
• Monitor assets and income to maintain benefit eligibility.
• Complete Housing Support applications and renewals.
• Reconcile representative payee accounts and maintain accurate financial records.
• Partner with Program Managers, guardians, and external agencies to resolve benefit-related issues.
• Report required changes to the Social Security Administration and other benefit agencies.
• Complete annual Representative Payee reports, benefit redeterminations, and disability reviews.
• Conduct annual internal audits to ensure compliance with representative payee requirements.
• Download remittance and surcharge information through MN-ITS.
• Support continuous process improvement and complete other duties as assigned.

What We're Looking For

Education & Experience

• Associate's degree in Social Work, Human Services, Psychology, Accounting, or a related field preferred.
• Equivalent experience (2–5 years) in benefits administration, representative payee services, case management, social services, or a related field may be considered in place of a degree.
• Experience working with public benefits programs is highly preferred.
• Experience supporting individuals with disabilities is preferred.

Qualifications

Successful candidates will demonstrate:

• Excellent organizational, analytical, and problem-solving skills.
• Strong attention to detail and the ability to manage multiple priorities.
• Proficiency with Microsoft Office, including Outlook and Excel.
• Strong communication and relationship-building skills.
• Ability to work independently while collaborating across departments.
• High ethical standards, sound judgment, and the ability to maintain confidentiality.
• A passion for Living Well Disability Services' mission and values of Advocacy, Leadership, Community, Respect, and Wellness.

Requirements

• Valid Minnesota driver's license with the ability to meet Living Well's driving eligibility requirements.
• Ability to successfully complete a Minnesota Department of Human Services Background Study.

This position is primarily based in our administrative office, with occasional travel to Living Well locations as needed. The role requires flexibility to meet organizational needs and involves regular use of computers, office equipment, and business software.

Full-time employees are eligible for a comprehensive benefits package, including:

• Generous Paid Time Off (PTO)
• 401(k) Retirement Plan with Employer Match
• Employee Assistance Program (EAP)
• Financial wellness benefits
• Employee discounts through:
  • YMCA Corporate Wellness Program
  • Tickets at Work
  • LifeMart

At Living Well Disability Services, we value our employees and are committed to supporting their health, financial well-being, and work-life balance so they can thrive both personally and professionally.

Why Join Living Well?

At Living Well Disability Services, your work has a direct impact on the lives of the people we support. You'll join a collaborative team that values integrity, continuous improvement, and person-centered service while providing opportunities for professional growth in a mission-driven organization.

If you are looking for a rewarding career where your financial and administrative expertise helps improve lives, we'd love to hear from you.