Representative Payee Specialist

Achieva; Greensburg (Westmoreland County); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Sign-on bonus

Job summary

Achieva is hiring a Representative Payee Specialist in Greensburg, PA. The role entails helping individuals set budgets to cover living expenses and manage daily financial tasks in coordination with SSA and county offices.

You will handle data entry, client communications, and monthly budget reviews. A high school diploma and basic bookkeeping knowledge are required; familiarity with SSA guidelines is a plus. Sign-on bonus offered.

Qualifications

• High school diploma or equivalent.
• Familiarity with SSA Representative Payee Guidelines.
• Experience with budgeting and financial data handling.

Responsibilities

• Assist individuals with budgeting to cover living expenses.
• Process referrals and applications for payee services.
• Input and retrieve personal and financial data.
• Assist with individual finances via phone.
• Review client budgets and update expenditures monthly.
• Prepare yearly payee reports and rent rebate forms.

Skills

Familiarity with SSA RepresentativePay

Education

High school diploma or equivalent

Tools

Microsoft Word

Excel

Google Docs

Google Sheets

Job description

Job Details: Job Location: Westmoreland Office - Greensburg, PA 15601, Position Type: Full Time, Pay rate: $18.52/hr

Sign-on bonus: $2000 for full-time positions

FUNCTION:

The Representative Payee Specialist will assist individuals to establish budgets which provide for payment of all living expenses and daily/weekly personal allowances. The Representative Payee Specialist will be responsible for carrying out the functions of the program in conjunction with the Social Security Administration (SSA) and County Offices.

RESPONSIBILITIES

• Supports the achievement of individuals' personal outcomes and goals.
• Processes applications of individuals via referrals submitted.
• Retrieves and input personal and financial data.
• Assists with individual financial matters via phone.
• Scan all individuals' records.
• Attends client budget review meetings.
• Completes yearly payee & disability update reports.
• Processes clients budget monthly expenditures.
• Files and labels outgoing client budget monthly expenditures.
• Reviews and sorts client incoming mail.
• Sorts by date outgoing monthly client expenditures.
• Places requests for program supply orders.
• Provides income information for yearly rent rebate forms for clients.
• Performs other related duties as assigned.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Qualifications: QUALIFICATIONS:

• High school diploma or equivalent.
• Bookkeeping knowledge.
• Microsoft Word, Excel and/or Google Docs and Google Sheets.
• Familiarity with Social Security Administration Representative Payee Guidelines.

Achieva is an Equal Opportunity Employer (EOE) and is committed to creating a workplace and community where all individuals feel respected, included, and valued. All qualified applicants will receive consideration for contracting without regard to race, color, religion, sex, age, disability, sexual orientation, gender identity or expression, national origin, veteran status, or genetic information. We are dedicated to providing access, equal opportunity, and reasonable accommodations for people with disabilities in employment, programs, and activities. To request a reasonable accommodation, contact Achieva's Human Resources Department at 412-995-5000 ext. 650 or email [e-mail].