Resident Accounts Coordinator – Payee & Budgets

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

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.