Representative Payee and Financial Services Specialist

Pillar Care Continuum • East Hanover, NJ

12d • $21 - $25

About The Position

The Representative Payee and Financial Services Specialist manages Representative Payee financial activities, SNAP benefit applications and accounts, individual financial management, and invoices. The position ensures that individual funds are managed appropriately, transactions are processed accurately, required reports are completed on time, and records are maintained in accordance with government requirements and organizational procedures.

The specialist works with Finance leadership, banking institutions, government agencies, families, support coordinators, and internal departments to resolve financial matters and maintain compliance. Success requires strong organization, attention to detail, sound judgment, effective communication, confidentiality, and reliable management of multiple responsibilities and deadlines. The role includes direct responsibility for financial activities and benefit-related deadlines that may affect individuals’ income, benefits, and eligibility.

Requirements

• High school diploma or equivalent.
• Meet one of the following: an accounting certificate or associate degree in accounting, finance, business administration, or a related field, plus at least 3 years of relevant experience; or at least 5 years of experience in bookkeeping, financial administration, account management, or a similar role.
• Experience maintaining financial records, reconciling accounts, and preparing financial documentation.
• Proficiency in Microsoft Excel and other standard office applications.
• Strong organizational skills, attention to detail, time management, and ability to manage multiple deadlines independently.
• Excellent written and verbal communication skills, including professional communication with families, support coordinators, banks, and government agencies.
• Ability to maintain confidential financial and personal information.
• Ability to complete required applications, monitor pending submissions, and follow up to resolve outstanding issues.
• Ability to travel to local Social Security Administration offices as required.

Nice To Haves

• Experience with Social Security Representative Payee responsibilities or other fiduciary financial management.
• Familiarity with Medicaid renewals, SNAP applications, and government benefit eligibility requirements.
• Experience managing individual accounts.
• Strong recordkeeping and documentation skills.
• Ability to prepare journal entries, check requests, and other financial documentation accurately.
• Professionalism and confidence when communicating with others.
• Ability to work independently, exercise sound judgment, and recognize when issues require escalation.
• Proficiency in Microsoft Office, particularly Excel and Outlook, and ability to learn and use financial and account-management systems.

Responsibilities

• Manage day-to-day Representative Payee financial activities, coordinate with banks, monitor accounts, maintain accurate records, and safeguard individual funds and benefit eligibility.
• Complete and submit Representative Payee applications, annual reports, and other required documentation to the Social Security Administration and relevant agencies; follow up to ensure timely submission.
• Communicate with government agencies about individual accounts, expenditures, benefits, and related matters, including by phone and through in-person visits when necessary.
• Reconcile the main Representative Payee bank account, investigate discrepancies, and work with Finance leadership to resolve complex matters and support compliance.
• Establish and maintain NJ ABLE and Choices Burial accounts, manage related transactions, and maintain accurate financial records.
• Submit SNAP applications and annual Individual Medicaid renewal applications; coordinate with families, support coordinators, and others to gather documentation, monitor applications, and respond to requests for information.
• Monitor Medicaid renewals, recertifications, and other benefit deadlines to help prevent interruptions in coverage or benefits.
• Process invoices for agency individuals, prepare check requests, and prepare journal entries for review and approval by the Staff Accountant.
• Maintain organized financial records for reconciliations, reporting, audits, and internal reviews; identify and communicate discrepancies, outstanding items, and potential financial concerns to Finance leadership.
• Follow financial procedures and internal controls, protect confidential information, and complete assigned work accurately and by required deadlines.
• Work effectively with leadership, colleagues, bank representatives, government agencies, and internal departments; follow up on missing documentation and unresolved matters, and escalate concerns affecting an individual’s income, benefits, financial stability, or eligibility.
• Perform other duties and assume additional responsibilities as assigned or deemed necessary by management.

Benefits

• Comprehensive medical, dental, and vision insurance, with up to 80% of premiums paid by the employer.
• Employer-paid life and long-term disability insurance.
• Employee Assistance Program and wellness resources.
• Flexible Spending Account or Health Reimbursement Account options.
• Paid time off and paid holidays.
• 401(k) retirement plan with a 4% employer match.
• Professional development and training opportunities.

What This Job Offers

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