Resident Account Assistant

Merakey; Eatontown (NJ); On-site; USD 23,000 - 30,000; Full time

Benefits offered by this job

DailyPay

Retirement plan

Voluntary limited benefits

EAP

Well‑being platform

Employee discounts

Pryor Online Learning

Job summary

Merakey/CSA is seeking a Resident Account Assistant to join our team at our program in Tinton Falls, NJ. The role focuses on ensuring high‑quality service to Rep Payee consumers and supporting daily financial operations to maintain accuracy and compliance.

The position includes processing bills, setting up new client accounts, budgeting, reviewing income resources, and coordinating with Social Security and other agencies. A strong attention to detail and confidentiality is required.

Qualifications

• High School diploma or GED required.
• Minimum two years working in an office setting, accounting, social services, or human services required.
• Valid active driver's license required.
• Excellent written and verbal communication skills.
• Ability to take ownership of multiple tasks efficiently and effectively.
• Proficiency in office equipment operation including fax and copier/scanner.

Responsibilities

• Monitor client deposits, account balances, outstanding payments, spending, and spend‑down activity across collective accounts and conduct monthly reviews.
• Schedule and process bills, PNA requests, disbursements, debit card approvals/loads, and other beneficiary payments while ensuring accuracy and compliance.
• Set up new client accounts, complete beneficiary intakes, assess day‑to‑day needs, develop budgets, and explain the Representative Payee Program.
• Monitor SSI recipients’ income and resources to ensure compliance with asset limits and report changes affecting eligibility.
• Conduct scheduled annual Social Security reviews and assist beneficiaries with continuing disability update reports and reviews.
• Complete monthly bank reconciliations, accounting reports, check disbursements, and related financial documentation; enter information into accounting systems.
• Maintain confidential beneficiary records and ensure records meet agency standards and deadlines.
• Provide responsive communication and support to beneficiaries and authorized agencies, develop relationships with community resources.

Skills

High school diploma

Office experience

Driver's license

Communication skills

Task ownership

Office equipment

Education

High School diploma or GED

Tools

Fax machine

Copier/Scanner

Job description

The ideal candidate will possess the following qualifications:

• High School diploma or GED required.
• Minimum two years working in an office setting, accounting, social services, or human services required.
• Valid active driver's license required.
• Excellent written and verbal communication skills.
• Ability to take ownership of multiple tasks efficiently and effectively.
• Proficiency in office equipment operation including fax and copier/scanner.

Description

Are you looking for an opportunity to advance your career while working with an extraordinary team? At Merakey/CSA, we put our heart and soul into everything we do. We are seeking aResident Account Assistantto join our team at our program inTinton Falls, NJ.

Pay rate: $18.75/Hour

TheResident Account Assistantensures the highest level of service to all Representative Payee (Rep Payee) consumers, consistent with to the overall purpose of the company and the Social Security Administration. To comply with the company code of ethics, confidentiality practices, HIPAA, safety and all policies and procedures. The Resident Account Assistant will:

• Monitor client deposits, account balances, outstanding payments, spending, and spend‑down activity across collective accounts as well as conduct monthly reviews and follow up as needed.
• Schedule and process bills, PNA requests, disbursements, debit card approvals/loads, and other beneficiary payments while ensuring accuracy and compliance.
• Set up new client accounts, complete beneficiary intakes, assess day‑to‑day needs, develop budgets, and explain the Representative Payee Program.
• Monitor SSI recipients’ income and resources to ensure compliance with allowable asset limits and promptly report changes affecting eligibility to Social Security, the Veterans Administration, or other applicable agencies.
• Conduct scheduled annual Social Security reviews and assist beneficiaries with continuing disability update reports and reviews.
• Complete monthly bank reconciliations, accounting reports, check disbursements, and related financial documentation; accurately enter information into accounting systems and required databases.
• Maintain accurate, timely, and confidential beneficiary records, including files, invoices, receipts, referrals, correspondence, and electronic and physical documentation; ensure records and statistical data meet agency standards and deadlines.
• Provide responsive communication and support to beneficiaries and authorized agencies, develop relationships with community resource organizations, document referrals, process returned payments when required, and perform other assigned duties.

Merakey offers benefits tailored to support your unique work arrangements.

• DailyPay -- access your pay when you need it!
• Retirement plan -- both pre‑tax and Roth (after‑tax) options available for employee contributions.
• Voluntary limited benefits offered through the American Worker. Offerings include limited* medical, dental, vision, disability and life insurance. (*not a substitute for major medical insurance)
• Confidential counseling, legal, and financial services through our Employee Assistance Program (EAP).\
• Enjoy our On the Goga well‑being platform, featuring self‑care tools and resources.
• Employee discounts and savings programs on entertainment, travel, and lifestyle.
• Access to Pryor Online Learning for free online personal development classes.

About Merakey

Merakey is a non‑profit provider of developmental, behavioral health, and education services. More than 8,000 employees provide support to nearly 40,000 individuals and families throughout 12 states across the country each year.Click here to watch a video about Merakey.

Merakey strictly follows a zero‑tolerance policy for abuse.

Merakey is proud to be an Equal Opportunity Employer!We deeply value diversity and do not discriminate on the basis of race, religion, color, national origin, ethnic background, sex, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or disability status. Moreover, we are committed to creating teams that reflect the diversity of the communities we serve and encourage applicants from underrepresented backgrounds to apply. Merakey welcomes all Veterans to apply!

This Company is an Equal Opportunity Employer, and does not discriminate on the basis of race, gender, ethnicity, religion, national origin, age, disability, veteran status, or on any other basis prohibited by law. Information on race, gender and national origin will only be used for statistical and record‑keeping purposes, and will not be used in making any employment decisions. All information provided will be kept separate from your expression of interest. Providing this information is strictly voluntary, and you will not be subjected to any adverse action or treatment if you choose not to provide this information. If you do not choose to answer these questions, we ask that you select "Decline to Identify" for each question. Thank you for your voluntary cooperation.