WFS Representative Payee - Spokane, WA - Full-time/Hourly

Discovergoodwill; Spokane (WA); On-site; USD 26,000 - 28,000; Full time

Job summary

Discovergoodwill in Spokane, WA seeks an Administrative Payee Services representative to handle funds distribution and client records. The role requires maintaining confidentiality, processing payments, and coordinating with caseworkers and agencies to support program participants.

Responsibilities include intake interviews, accurate record-keeping, and ensuring compliance with HIPAA and organizational policies.

Qualifications

• High school diploma or GED or equivalent
• 1–3 months related experience and/or training
• Background and credit checks required

Responsibilities

• Provide excellent customer service.
• Maintain confidentiality at all times.
• Distribute funds in accordance with representative payee plan.
• Prepare and distribute checks to each client.
• Maintain a file on each payee containing payee information forms and agreements.
• Communicate with caseworkers and financial workers to schedule appointments and track checks.

Skills

Customer service

Confidentiality

Communication

Teamwork

Education

High school diploma or GED

Job description

Closes: 10/18/26- Spokane, WA - Full-time/Hourly

Wage: $19 - $20 p/h DOE

Employment 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 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 (WISHA & OSHA).
• Other duties as assigned.