WFS Representative Payee

Goodwill Industries of the Inland Northwest; Spokane (WA); On-site; USD 26,174 - 27,552; Full time

Job summary

Goodwill Industries of the Inland Northwest in Spokane, WA is seeking an Administrative Payee Services Representative to distribute funds accurately and maintain client records. The role requires a high school diploma or GED, or 1–3 months related training, and the ability to pass background and credit checks.

You will work under supervision, communicate with clients and agencies, and ensure HIPAA-compliant confidentiality.

Qualifications

• Customer service experience is preferred
• Ability to maintain confidentiality and HIPAA compliance
• Strong organizational and record-keeping skills
• Clear communication with clients and partners

Responsibilities

• Provide administrative payee services to clients
• Distribute funds for rent, utilities, and other needs per plan
• Maintain and tally client payee records and checks
• Coordinate with caseworkers and financial staff to manage payments and reports
• Ensure compliance with policies, CARF standards, and safety procedures

Skills

Customer service

Confidentiality

Record keeping

Communication

Education

High school diploma or GED

Job description

This job was posted by https://idahoworks.gov : For more information, please see: https://idahoworks.gov/jobs/2583943 **Closes:**8/23/26- Spokane, WA

• Full-time/Hourly **Wage:**$19 - $20 p/h DOE **Employment Benefits:**[**https://discovergoodwill.org/benefits/**](https://discovergoodwill.org/benefits/) **Summary:**\ Provide administrative representative payee services, ensuring funds are distributed correctly and records are properly maintained. Must pass background and credit check. **Education and/or Experience**:\ High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. **Essential Duties and Responsibilities include the following:**
• Provide excellent customer service.
• Maintain superior degree of confidentiality at all times.
• Provide services within scope of work, as directed by supervisor.
• Establish and maintain good working relationships with participants, referring agencies, and other program partners.
• Stay informed of all state and federal laws affecting the organization and the people it serves.
• Enforce all personnel policies and procedures, to include work place rules and corrective action procedures.
• Attend meetings, conferences, workshops, and training, as approved or required by supervisor.
• Provides services in accordance with Goodwill policies, CARF standards, and principles of safety.
• Distribute funds in accordance with representative payee plan in order to accommodate the primary needs of rent and utilities, and secondary personal needs, with remaining funds dispersed to the clients on a needs basis.
• Conduct intake interviews with new clients, completing necessary paperwork.
• Maintain a file on each payee containing representative payee information form, agreement form, expenditure form, and other pertinent information.
• Communicate with caseworkers and financial workers to schedule appointments, track checks, distribute medical coupons and problem solve payee situations.
• Maintain and tally check register for each client file, providing accounting department with accurate records at the end of each month.
• Prepare and distribute checks to each client.Keep accurate records of all checks received, and all checks issued to client.
• Contact creditors (utility companies, medical services, landlords, etc.) to set up payment plans for payees.
• Record payments to Goodwill from outside agencies for each month and notify the appropriate Community Service Office if payment for service is not received.
• Assist with the Social Security Administration reports, detailing how payees' funds were distributed over a specified period of time.
• Communicate with other agencies providing information when needed to assist the client to procure energy assistance and other available community services.
• Must not contribute to or create a real or perceived conflict of interest surrounding clients or client accounts.
• Adhere to HIPAA regulations and company policies and procedures regarding the same.
• Follow all policies, procedures, and directives of Goodwill

Industries assuring safety of personnel or property.

• Work collaboratively with Workforce and Family Services to provide participant services.
• Properly wear and maintain all required Personal Protective Equipment (PPE).

Maintain safety compliance.

• Maintain agency confidentiality. Violation of confidentiality is cause for immediate dismissal.
• Comply with all health, safety and fire standards and all local, state and federal regulations (WISH & OSHA).
• Other duties as assigned.