Representative Payee Program Coordinator

Aikentdc; Aiken (SC); On-site; USD 28,000 - 42,000; Part time

Job summary

TRI-Development Center, Residential Services, seeks a part-time Representative Payee Program Coordinator to manage beneficiary funds, perform accounting tasks, and ensure SSA compliance. The role requires secretarial/office management experience, a two-year degree or equivalent, and a strong ability to handle confidential information with discretion.

Responsibilities include maintaining records, reporting changes in beneficiaries’ circumstances, and coordinating with SSA.

Qualifications

• Two-year degree in Secretarial Sciences or high school diploma/GED with secretarial/office management experience.
• Background in banking, bookkeeping or similar financial duties preferred.
• Typing and word processing skills; general secretarial duties.
• Must handle confidential information with discretion and independent judgment.

Responsibilities

• Operate the Representative Payee Program ensuring SSA compliance and proper handling of beneficiary funds.
• Keep written records for payments, statements, and receipts for at least two years.
• Notify SSA when a beneficiary no longer requires a payee.
• Prepare annual accountings and redeterminations as required by SSA.

Skills

Typing

Discretion/Confidentiality

Independence

Education

Two-year degree in Secretarial Sciences

High school diploma/GED

Tools

QuickBooks

Job description

TRI-DEVELOPMENT CENTER

RESIDENTIAL SERVICES

JOB DESCRIPTION

Representative Payee Program Coordinator

Qualifications

Must possess a two-year degree in Secretarial Sciences or high school diploma/GED and must have comparable secretarial and office management experience as well as the necessary background (banking, bookkeeping etc.) needed to perform the financial management of Consumer funds. Experience with Quick Books is recommended, but not required.

Must have good typing and word processing skills and the ability to perform general secretarial duties

Must be able to use discretion, respect confidentiality, and exercise independent judgement; must be reliable, accurate, flexible, organized, and able to deal effectively with all levels of organizational staff and the public.

Must be supported by three (3) or more work-related references

Must have a valid driver’s license and a good driving record, as determined by Board policy, and a car for use on the job.

Primary Responsibility

Operates the Representative Payee Program, insuring that the requirements outlined through the Social Security Administration are followed and that the individuals’ money is handled in accordance with their budgets.

Specific Responsibilities

1. Keep written records for at least two (2) years of all payments received from SSA, bank statements, and cancelled checks, receipts or cancelled checks for rent, utilities and /or eligibility.
2. Notify SSA when a beneficiary’s condition improves to a point where he/she no longer needs a payee.
3. Complete forms for annual accounting of benefits received, periodic reviews of non-medical eligibility factors for SSI called “redeterminations,” and continuing disability reviews to help SSA determine if a beneficiary is still blind or disabled.
4. Report changes in beneficiaries’ circumstances as outlined in SSA’s Guide For Organizational Representative Payees.
5. Meet with beneficiaries as needed.
6. Share on-call duties with other staff assigned to the Representative Payee program.
7. Handle issues arising from the implementation of the Representative Payee program.
8. Assists Administrative Coordinator with general office duties as time allows. This can include answering the phone, filing, picking up mail, etc.

DS-36C

REPRESENTATIVE PAYEE

General Responsibilities

1. Observes provisions of Tri-Development Center’s Policy Manual and adheres to professional standards.
2. Attends appropriate in-services training and required meetings.
3. Maintains a good working knowledge of agency, SCDDSN, SSA, and governmental standards which apply to the program.
4. Observes all regulations and procedures relating to confidentiality and reporting of abuse.
5. Performs duties in accordance with legislative, agency, and program requirements.

Supervisor

The direct supervisor of the Representative Payee shall be the Administrative Coordinator/Residential Services. Meetings will be held as necessary with the Administrative Coordinator /Residential Services. The Representative Payee shall be responsible for keeping his/her supervisor informed of any problems related to performing his/her duties and/or complying with the standards and policies under which the agency operates.

Relationships and Contacts with Others

The Representative Payee is expected to conduct himself/herself in a manner which shall serve as a positive example, and to maintain a cooperative working relationship with all Tri-Development Center personnel as well as with consumers, families, volunteers, the public, other agencies, and businesses.

Typical Physical Demands

The Representative Payee must have the ability to move intermittently throughout the workday. Activities include sitting, standing, bending, lifting, driving, using a keyboard, making phone calls and taking phone messages, completing paperwork and reports, and possible physical intervention with upset, combative, and/or psychotic individuals. He/she is subject to lifting, carrying, and restraining individuals, and may be required to lift up to 50 lbs.

Working Conditions

The Representative Payee is expected to work less than 30 scheduled hours per work week. Flexibility, before and after-duty and weekend hours may be required, and will depend on schedule demands. Additionally, he/she must be willing to accept other positions temporarily, when necessary. He/she may be subject to falls, infectious diseases, odors, noises, and physical injury due to behavior intervention. This position will be considered non-exempt and is therefore eligible for overtime compensation.

DS-36C

REPRESENTATIVE PAYEE

Tri-Development Center reserves the right to modify, interpret, or apply job descriptions in any way the agency desires. The agency job descriptions in no way imply that these are the only duties, including essential duties to be performed by the employee occupying this position.

THE JOB DESCRIPTION IS NOT AN EMPLOYMENT CONTRACT, IMPLIED OR OTHERWISE. THE EMPLOYMENT RELATIONSHIP REMAINS “AT-WILL” MEANING THAT EITHER THE EMPLOYER OR THE EMPLOYEE CAN TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME FOR ANY OR NO REASON. NO MANAGER OR REPRESENTATIVE OF THE AGENCY OTHER THAN THE EXECUTIVE DIRECTOR HAS AUTHORITY TO ENTER INTO ANY AGREEMENT FOR EMPLOYMENT FOR ANY SPECIFIED PERIOD OF TIME OR TO MAKE ANY AGREEMENT OR CONTRACT TO THE FOREGOING, AND ANY PROMISES TO THE CONTRARY MAY ONLY BE RELIED UPON BY YOU IF THEY ARE IN WRITING AND SIGNED BY THE EXECUTIVE DIRECTOR OF TRI-DEVELOPMENT CENTER. The aforementioned job requirements are subject to change to reasonably accommodate qualified disabled individuals.

I have read and understand this job description, and am aware of the qualifications for the position, and understand the working conditions. I am capable of meeting the demands of this position.