Representative Payee Specialist

Wall Residences Inc•Christiansburg, VA

3d•$0 - $18•Onsite

About The Position

Wall Residences is seeking a Representative Payee Specialist for their human services agency in Christiansburg, VA. This role involves managing the financial affairs of individuals receiving representative payee services. Key responsibilities include monitoring and maintaining individual financial accounts, processing payments, providing clients with spending funds, and ensuring funds are used appropriately for each individual's benefit. The specialist will also manage client financial transactions in QuickBooks, maintain accurate financial records, and communicate client financial needs.

Requirements

Strong attention to detail.
Proficiency with Excel and Word.
Ability to work independently.
Must pass a criminal background check with no Barrier or Financial Crimes.

Nice To Haves

Experience in accounting, finance, administrative support, or a related field.
Knowledge of accounting software.
Knowledge of representative payee services.
Knowledge of social services.
Knowledge of QuickBooks.

Responsibilities

Manage financial affairs of individuals receiving representative payee services.
Monitor and maintain individual financial accounts.
Process payments online and/or prepare checks.
Provide clients with spending funds by check or transfer.
Monitor account balances and applicable resource limits.
Ensure funds are used appropriately for the benefit of each individual.
Enter and maintain client financial transactions in QuickBooks, including monthly bills, personal spending, medical expenses, and other expenditures.
Maintain accurate financial records.
Communicate with Lead Representative Payee clients’ financial needs.
Act as a mandated reporter of abuse and neglect for individuals with disabilities.