Representative Payee & Budget Specialist

New Narrative; Portland, Northern (OR, KY); Hybrid; USD 28,000 - 40,000; Full time

Job summary

New Narrative is seeking a detail-oriented Representative Payee to join our Portland, OR team. This role supports clients in residential facilities and in the community by managing funds, paying bills, and ensuring SSA compliance while fostering financial stability.

The ideal candidate has at least two years in money management/payee services, strong accounting fundamentals, and proficiency with computer tools; Workday experience is a plus. Valid driver’s license and insurance required.

Qualifications

• Two years experience providing money management/payee services preferred.
• Proficiency with standard computer applications required.
• Knowledge of accounting fundamentals essential; Workday experience a plus.

Responsibilities

• Provide representative payee services to clients requiring a payee.
• Manage client funds, pay bills, and issue weekly allowances.
• Collaborate with care team to develop budgets.
• Record deposits and reconcile accounts; handle SSA-related tasks.
• Maintain client records and assist month-end processes.

Skills

Money management

Payee services

Organization

Accounting

Education

Associate or Bachelors degree in Business or Accounting

Tools

Workday

Job description

New Narrative is seeking a detail-oriented Representative Payee to join our Portland, OR team. This role supports clients in residential facilities and in the community by managing funds, paying bills, and ensuring SSA compliance while fostering financial stability.

The ideal candidate has at least two years in money management/payee services, strong accounting fundamentals, and proficiency with computer tools; Workday experience is a plus. Valid driver’s license and insurance required.