Resident Account Assistant

Merakey; Tinton Falls (NJ); On-site; USD 22,000 - 30,000; Full time

Benefits offered by this job

DailyPay

Retirement plan

Limited benefits

EAP

Well-being platform

Discounts and savings

Online learning

Job summary

Merakey is seeking a Resident Account Assistant for our program in Tinton Falls, NJ. The role focuses on managing client accounts, processing bills, and maintaining confidential records to ensure compliance with applicable policies and SSA guidelines.

The ideal candidate will have a High School diploma or GED and at least two years in an office, accounting, or human services setting, plus strong communication skills and a valid driver's license.

Qualifications

• 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.
• Minimum two years working in an office setting, accounting, social services, or human services.

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 to SSA/VA/other 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; enter information into accounting systems.

Skills

Communication

Multitasking

Education

High School diploma or GED

Tools

Office equipment

Job 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 Assistant to join our team at our program in Tinton Falls, NJ.

Pay rate: $18.75/Hour

Position Details:

The Resident Account Assistant ensures 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.

Benefits

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!

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.