Representative Payee & Budgeting Coordinator

New-Narrative; Portland (OR); On-site; USD 34,000 - 44,000; Full time

Job summary

New Narrative is seeking a representative payee specialist to assist individuals in accessing funds for shelter, food, and clothing while adhering to SSA rules. You will manage funds, prepare budgets with clients, and coordinate with the care team to ensure basic needs are met.

The role emphasizes accuracy, confidentiality, and strong organization, with opportunities to work in Portland's community housing settings and contribute to long-term stability for clients.

Qualifications

• Two years prior work experience providing money management/payee services.
• Proficiency in computer skills; strong accounting fundamentals.
• Experience using Workday accounting software is a plus.
• Must have strong organization and multitask capabilities.

Responsibilities

• Manage funds by paying bills on behalf of clients and issuing a weekly allowance.
• Collaborate with care team to develop budgets with the individual and draft scope of services.
• Record deposits, reconcile accounts, and ensure SSA compliance in money management.
• Maintain client records and assist in month-end processes as directed by supervisor.

Skills

Money management

Payee services

Budgeting

Accounting fundamentals

Education

Associate or Bachelor’s degree in Business or Accounting

Tools

Workday

Job description

New Narrative is seeking a representative payee specialist to assist individuals in accessing funds for shelter, food, and clothing while adhering to SSA rules. You will manage funds, prepare budgets with clients, and coordinate with the care team to ensure basic needs are met.

The role emphasizes accuracy, confidentiality, and strong organization, with opportunities to work in Portland's community housing settings and contribute to long-term stability for clients.