Representative Payee

Livingwell; Mendota Heights (MN); On-site; USD 48,000 - 55,000; Full time

Benefits offered by this job

PTO

401(k) match

EAP

Financial wellness

YMCA discounts

Tickets at Work

LifeMart

Job summary

Living Well Disability Services is seeking a Representative Payee to manage Social Security benefits and related finances for individuals supported by the agency. You will handle benefit applications, payments, and account reconciliation to maintain compliance.

The role requires an associate's degree (or equivalent experience) and 2–5 years in benefits administration or a related field. Proficiency with Microsoft Office, strong organizational skills, and confidentiality are essential.

Qualifications

• Associate's degree preferred; equivalent experience may be considered.
• 2–5 years in benefits administration or related field.
• Experience with public benefits programs is preferred.

Responsibilities

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

Skills

Organizational skills

Analytical skills

Problem-solving

Attention to detail

Communication skills

Relationship-building

Independent with collaboration

Education

Associate's degree or equivalent experience

Tools

Microsoft Office

Job description

Representative Payee

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

What You'll Do

As the Representative Payee, you'll 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

• 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

• 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.

Benefits

• 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