Representative Payee & Financial Coordinator

Redwood Family Care Network

Marysville (WA)

On-site

USD 41,000 - 45,000

Full time

8 days ago

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Benefits offered by this job

Medical/Vision/Dental Insurance
Disability Insurance
EAP
Life Insurance
Paid Time Off
401(k)
HSA
FSA
Capella University Discount
On-Demand Pay

Job summary

SAILS Washington is hiring a full-time, on-site Representative Payee in Everett, WA to manage beneficiary finances, budgets, and documentation. Responsibilities include paying bills, reconciling accounts, and preparing financial reports, while ensuring compliance with relevant regulations.

Strong suitability requires bookkeeping experience, familiarity with banking, and proficiency in Excel/QuickBooks. Must reside in the United States and have reliable transportation.

Qualifications

  • Experience in bookkeeping or Rep Payee tasks is preferred.
  • Familiar with banking, accounts payable/receivable, and budgeting.
  • Knowledge of Excel and QuickBooks.

Responsibilities

  • Pay residential clients' bills (rent, utilities, phone, etc.).
  • Daily bank reconciliation for all residential clients.
  • Reconcile bank, EBT and petty cash monthly and maintain receipts.
  • Ensure open invoices are paid and collected (AR aging).
  • Prepare quarterly reports for all residential clients.

Skills

Accounting
Record keeping
Bookkeeping

Education

High school diploma or equivalent
College degree preferred

Tools

Driver's license
Auto insurance

Job description

SAILS Washington is hiring a full-time, on-site Representative Payee in Everett, WA to manage beneficiary finances, budgets, and documentation. Responsibilities include paying bills, reconciling accounts, and preparing financial reports, while ensuring compliance with relevant regulations.

Strong suitability requires bookkeeping experience, familiarity with banking, and proficiency in Excel/QuickBooks. Must reside in the United States and have reliable transportation.

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