Protective Payee Services Worker

Children & Families of Iowa • Des Moines, IA

7d

About The Position

The Protective Payee Services Worker serves as a liaison for clients receiving SSI/SSDI benefits, helping ensure their financial resources are managed responsibly and in compliance with Social Security and agency requirements. The role involves managing client accounts, assisting with budgeting, and providing customer service to support clients’ financial stability and independence.

The position manages an approximate caseload of 100–150 clients and includes maintaining financial records, preparing budgets, processing disbursements, and performing general clerical duties. The worker provides respectful daily service to clients in person and communicates by phone and email, including handling occasional challenging situations professionally.

Requirements

• High school diploma or GED.
• Strong attention to detail and organizational skills.
• Ability to work efficiently with a high-volume caseload.
• Clear, respectful, and effective communication skills.
• Empathy, patience, and a customer service mindset.
• Ability to handle sensitive financial and personal information confidentially.
• Ability to learn and use internal banking software systems.
• Basic math skills and ability to maintain accurate financial records.
• Proficiency in Microsoft Office and general computer use.
• Ability to lift up to 10 pounds and occasionally up to 50 pounds.
• Strong problem-solving skills and adaptability to unique client situations.

Nice To Haves

• Related experience in mental health, human services, or financial services.
• Experience working with individuals with mental health or intellectual disabilities.

Responsibilities

• Act as a liaison for clients and ensure their SSI/SSDI benefits are used to meet essential needs.
• Maintain and reconcile client checking accounts and financial records in compliance with Social Security guidelines.
• Complete monthly bank reconciliations and issue spending checks to clients.
• Monitor account balances to ensure they remain within approved limits.
• Collect and organize receipts from clients.
• Greet clients in person and provide friendly, respectful daily service.
• Communicate with clients by phone and email to review accounts and process disbursements.
• Review client budgets to ensure they comply with financial requirements.
• Prepare monthly budgets and monitor resource limits.
• Organize and maintain paper and electronic files.
• Perform general clerical duties, including correspondence, filing, copying, and data entry.
• Manage a caseload of approximately 100–150 clients.
• Provide excellent customer service while handling occasional challenging situations professionally.

Benefits

• Make a real difference by helping clients meet essential needs and manage resources.
• Work with a collaborative and supportive team dedicated to serving clients with dignity and respect.
• Gain skills in financial management, client relations, and service coordination.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED