Financial Assistant Representative Payee #1817

Lakeview Health Services Inc.•Geneva, NY

18h•Onsite

About The Position

The Financial Assistant – Representative Payee position at Lakeview Health Services is primarily responsible for providing support to individuals with disabilities regarding financial matters. This includes coordinating the organization’s representative payee program, which establishes and maintains entitlements for eligible Social Security recipients to manage monthly bills and personal spending. The role also involves performing various record-keeping duties related to the organization’s accounts receivable. Lakeview Health Services is a premier partner in the Finger Lakes region, offering safe, affordable housing, support, and rehabilitative services to persons with mental illness, as well as health care coordination for individuals with chronic mental and physical health challenges. The agency is dedicated to helping individuals achieve meaningful life goals and realize their full potential, fostering an environment of learning and development for its team. The individual in this role is expected to create a healing environment, respecting the perspectives and experiences of individuals, families, staff, and communities by practicing safe, respectful communication and respecting boundaries and differences.

Requirements

Associate’s degree in accounting and 2 years of related experience or any combination of education and/or experience providing the necessary skill and knowledge for successful performance
Valid NYS Drivers License
Demonstrate proficiency in the principles, procedures, and practices of general accounting and accounts receivable
Experience with computerized accounting systems
Knowledge of funding sources within the service arena
Proficient in Word and Excel
Use of contemporary office equipment including, but not limited to, a multi-line phone system, computer, fax machine, copier, e-mail, and voice-mail
Consistently accurate in arithmetic, reconciling accounts, and generating reports
Plan, organize, and complete work as assigned
Work effectively and professionally with co-workers and Supervisor
Communicate clearly and effectively with diverse individuals
Recognize and maintain appropriate confidentiality of clients and work materials
Strong attention to detail, high degree of accuracy, and excellent organizational skills
Able to work with frequent interruptions, in the absence of supervision, and always maintain a professional and welcoming demeanor

Responsibilities

Acts as agency liaison with Social Security
Attend meetings as required, including admission, discharge and departmental meetings
Responsible for tracking and recording receipt of Social Security benefits
Prepare timely and accurate consumer personal needs disbursements on a weekly basis
Interface with community resources including Department of Social Services, Social Security Administration, etc. to ensure consumers maintain funding and ensure its continuity and stability
Inform Social Security about changes that may affect an individual’s eligibility for benefits and complete documentation as required to maintain benefits
Report payee’s employment income to Social Security Administration
Ensure that consumer assets do not exceed the Social Security resource limit
Maintain financial and Social Security files on each representative payee consumer
Reconcile consumer ledgers
Meet with consumers as needed to conduct financial matters and complete Social Security requests for information, may require on site program visits
Assist in setting up trust and/or irrevocable burial accounts
Process returns to Social Security, SSP or counties as needed
Ensure compliance with representative payee laws and guidelines by preparing reports required by Social Security
Provide assistance and expertise to residential staff involved with financial applications, recertifications and entitlement concerns for our consumers
Oversight of consumer resources and assets in strict compliance with Social Security regulations
Update and refresh job knowledge by participating in educational opportunities
Perform prompt and accurate processing of all deposits
Post payments by recording cash and checks
Balance and compile cash receipts and accounts receivable journals
Maintain complete and accurate records of all accounts receivable transactions, reports, and related statistics
Assist in resolving collections by examining consumer resources, payment plans and payment history
Coordinate internal and external personnel to ensure that proper systems are in place to expedite the collection of amounts due
Prepare documentation required for internal and third-party audits as assigned
Function in accordance with established standards, procedures and applicable regulations
Assist other finance department staff as needed
Ensure the safe and secure retention of historical accounting data