REP PAYEE & CLIENT FUNDS COORDINATOR

Apis Services Inc • PA, US, PA

15h • $25 - $28

About The Position

The Representative Payee / Client Funds Coordinator serves as a financial advocate for individuals with Intellectual and Developmental Disabilities (IDD) who are unable to manage their Social Security or Supplemental Security Income (SSI) benefits independently. This role is responsible for ensuring that beneficiary funds are managed responsibly, with a primary focus on meeting essential needs such as housing, food, and medical care, while maintaining strict compliance with Social Security Administration (SSA) regulations. In addition, this position functions as a program-facing financial support role, requiring collaboration with program staff and leadership.

Requirements

• High school diploma or equivalent (GED)
• 4 years' relevant work experience
• Microsoft Office proficiency
• Effective Communication: Ability to clearly and respectfully communicate with residents, families, staff, and external agencies. Demonstrates active listening and ensures transparency in all interactions.
• Ethical Practice: Upholds confidentiality, integrity, and ethical standards in all interactions and decisions, ensuring the rights and dignity of residents are prioritized.
• Leadership and Accountability: Provides clear direction to staff, models positive behaviors, and takes responsibility for the success of the residential program. Holds self and team members accountable for meeting expectations and standards.
• Collaboration: Works collaboratively with other professionals, families, and community partners to ensure quality care and services are provided to residents.
• Cultural Humility: Demonstrates respect for and understanding of the diverse backgrounds, needs, and perspectives of residents, staff, and families, fostering an inclusive and supportive environment.
• Problem Solving and Conflict Resolution: Approaches challenges with a solution-focused mindset, resolving issues in a fair and timely manner, while maintaining professionalism and promoting a positive atmosphere.
• Adherence to Policies and Procedures: Ensures compliance with all regulatory and organizational standards, maintaining a safe, respectful, and efficient residential environment.

Nice To Haves

• Associates Degree
• Experience in the non-profit or human services industry
• Experience in a booking, accounting, or finance-focused role
• Familiarity with SSA/SSI regulations and reporting
• MCSE or other advanced certification

Responsibilities

• Establish and manage separate, dedicated accounts for each beneficiary
• Develop and maintain monthly budgets prioritizing primary needs (housing, utilities, food, medical care) and secondary needs (clothing, recreation, personal spending)
• Utilize internal system (EMS) and collaborate with Custodial Funds Team to disburse payments for expenses such as rent, utilities, and medical bills
• Determine personal spending amounts for each consumer after essential needs are met
• Monitor account balances and ensure funds are used in the beneficiary’s best interest
• Maintain detailed financial records, including receipts and transaction histories (minimum two-year retention)
• Monitor SSI resource limits (typically $2,000) to maintain benefit eligibility
• Ensure full compliance with SSA rules and Pennsylvania oversight requirements
• Safeguard beneficiary funds through secure financial practices
• Serve as a liaison between consumers, program staff, SSA representatives, landlords, vendors, service providers, and the Custodial Funds Coordinator
• Promote beneficiary involvement in financial decisions whenever possible to support independence
• Report all required changes to SSA, including income or employment changes, living arrangement updates, and health or functional status changes
• Build working relationships with program teams by visiting program sites, meeting with staff and leadership, and understanding operational and resident needs
• Provide financial insight to support program operations while maintaining role boundaries
• Gather and respond to feedback from program leadership to improve service delivery

Benefits

• Equal employment opportunities for all employees and applicants for employment
• Non-discrimination in hiring and employment
• All employment decisions are made without regard to race, color, religion, gender, national origin, ancestry, age, sexual orientation, gender identity and expression, disability, genetic information, marital status, pregnancy/childbirth, veteran status or any other basis protected by law.

What This Job Offers

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