Representative Payee

Living Well Disability Services; Mendota Heights (MN); On-site; USD 53,000 - 58,000; Full time

Benefits offered by this job

Generous PTO

401(k) with employer match

Employee Assistance Program (EAP)

Financial wellness benefits

Employee discounts

Job summary

Living Well Disability Services is hiring a Representative Payee in Minnesota to help people access and manage Social Security benefits and related finances. You will coordinate interviews, manage payments, monitor eligibility, and prepare housing and benefit renewals.

The role requires an Associate degree (or 2-5 years equivalent experience), strong organizational skills, and proficiency with Microsoft Office. A driver’s license and confidentiality are also important for success.

Qualifications

• Associate degree in accounting or related field preferred.
• Equivalent 2-5 years in accounting or social services may replace degree.
• Experience with Social Security or public benefits preferred.
• Strong organizational, analytical, and problem-solving skills.
• Excellent attention to detail and ability to manage multiple priorities.
• Proficiency in Microsoft Office, particularly Excel and Outlook.

Responsibilities

• Apply for Social Security benefits and coordinate required interviews.
• Manage benefit payments, personal needs funds, room and board, and other expenses.
• Monitor income and assets to maintain public benefits eligibility.
• Complete Housing Support applications, renewals, and benefit redeterminations.
• Reconcile accounts and maintain accurate financial records.
• Submit required reports to the Social Security Administration and other benefit agencies.
• Conduct annual audits and ensure compliance with representative payee requirements.
• Collaborate with Program Managers, guardians, and external agencies to resolve benefit-related issues.

Skills

Strong organizational skills

Analytical skills

Problem-solving

Communication

Education

Associate degree in Accounting or related field

Equivalent experience (2-5 years) in related fields

Tools

Microsoft Office

Excel

Outlook

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

9 days ago Requisition ID: 1527

Salary Range: $53,000.00 To $58,000.00 Annually

Representative Payee
Why You'll Love This Role

• Make a Difference: Help people with disabilities access and manage the financial resources they need to live well.

• Use Your Skills: Apply your financial, organizational, and problem-solving skills in a meaningful role.

• Build Relationships: Work with Program Managers, guardians, families, and community partners.

• Take Ownership: Manage Social Security benefits, financial records, payments, and reporting.

• Enjoy Purpose-Driven Work: Join a collaborative team where your work has a direct impact on people's lives.

What You'll Do

• Apply for Social Security benefits and coordinate required interviews.

• Manage benefit payments, personal needs funds, room and board, and other expenses.

• Monitor income and assets to maintain public benefits eligibility.

• Complete Housing Support applications, renewals, and benefit redeterminations.

• Reconcile accounts and maintain accurate financial records.

• Submit required reports to the Social Security Administration and other benefit agencies.

• Conduct annual audits and ensure compliance with representative payee requirements.

• Collaborate with Program Managers, guardians, and external agencies to resolve benefit-related issues.

What We're Looking For

Education & Experience

• Associate degree in Accounting, Social Work, Human Services, Psychology, or a related field preferred.

• Equivalent experience (2-5 years) in accounting, benefits administration, representative payee services, case management, or social services may be considered in place of a degree.

• Experience with Social Security or public benefits programs preferred.

Additional Qualifications

• Strong organizational, analytical, and problem-solving skills.

• Excellent attention to detail and ability to manage multiple priorities.

• Proficiency in Microsoft Office, particularly Excel and Outlook.

• Strong communication skills and ability to maintain confidentiality.

• Valid Minnesota driver's license and ability to meet driving eligibility requirements.

• Successful completion of a Minnesota DHS background study.

Benefits

Full-time employees are eligible for:

• Generous paid time off (PTO).

• 401(k) retirement plan with employer match.

• Employee Assistance Program (EAP).

• Financial wellness benefits through HoneyBee.

• Employee discounts through YMCA Corporate Wellness, TicketsAtWork, and LifeMart.

About Living Well

Living Well Disability Services transforms the lives of people impacted by disabilities through exceptional services.

For more than 50 years, we've provided services in people's homes, family homes, and 36 residential programs across Minnesota. Our mission is to help people live well through meaningful relationships, dignity, and exceptional support.

Learn more at www.livingwell.org/careers .

Equal Employment Opportunity

Living Well Disability Services does not discriminate against applicants on the basis of their race, color, national origin, religion, creed, disability, age, sex, sexual orientation, gender identity, marital status, familial status, or status with regard to public assistance, or membership or activity in a local human rights commission.