Protective Payee Services Worker

Children & Families of Iowa • Des Moines, IA

7d

About The Position

The Protective Payee Specialist 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 manages client accounts, assists with budgeting, and provides customer service to help clients maintain stability and independence. The position manages a caseload of approximately 100–150 clients and involves in-person, phone, and email contact with clients.

Requirements

• 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.
• High school diploma or GED required.
• 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, ensuring 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 via phone and email to review accounts and process disbursements.
• Review client budgets and prepare monthly budgets to ensure compliance with financial requirements and 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 customer service and handle occasional challenging situations professionally.

Benefits

• Opportunities to develop skills in financial management, client relations, and service coordination.
• Collaborative and supportive team environment.
• Opportunity to help clients meet essential needs and manage their resources.

What This Job Offers

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