Payee Associate

COMMUNITY SUPPORT SERVICES INC • Akron, OH

2d • $17 - $20 • Onsite

About The Position

We are seeking to hire a Payee Associate. Under the general supervision of the Controller, this individual maintains the Representative Payeeship program record of accounts. Performs functions as they relate to client finances and related processes.

Requirements

• High School Diploma required, some college preferred.
• Experience with Social Security Administration helpful, but not mandatory. Familiar with processing bill payments, personally or in a business setting.
• Must have Excel experience.

Nice To Haves

• Great Plains Software proficiency is preferred.

Responsibilities

• Prepare and schedule monthly disbursements for all individual clients by verifying accuracy of amounts, validity of supporting documentation and vendors, against the monthly budgets and the availability of client funds.
• Pay client utility bills and other bills as assigned.
• Maintain excel spreadsheet(s) to reflect monthly expenditures that require payment using the accounting system.
• Scan and maintain lease files with the most current address. Inform Accountant I of change of address so updates can be made in the accounting system.
• Prepare and coordinate the designated transfers of funds to client’s debit card accounts at multiple intervals.
• Add and remove clients from the debit card program.
• Prepare monthly reports through the automated system and/or Excel.
• Maintain general ledger for all clients on program.
• File materials and search files as necessary. Scan financial documents as needed.
• Review Social Security forms for new clients on Payeeship for accuracy and comprehensiveness and add further information as required.
• Review client’s balances to Social Security established maximum. Coordinate efforts with CRS staff to utilize discretionary funds appropriately.
• Train new CRS staff on Payeeship procedures.
• Inform Social Security Administration of client activity such as going off Payeeship or in the case of a deceased client.
• Prepare documentation and complete SSA forms to report annual expenditures and savings.
• Go to Bank weekly to obtain cash for stipends and to replenish box.

Benefits

• Working within a mission-driven, highly engaged environment
• A supportive, professional workplace with excellent resources
• Engaging, autonomous atmosphere
• Professional Development Assistance and Education Assistance Program
• Program-Site Eligibility for the Public Student Loan Forgiveness Program
• 401(k) with 5% employer contribution
• 10 paid holidays and 15+ days of PTO annually
• Health, Dental, and Vision insurance
• Subsidized membership to local YMCA branches
• Life insurance and short- and long-term disability

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees