Representative Payee Specialist

Achieva • Greensburg, PA

8d

About The Position

The Representative Payee Specialist assists individuals in establishing budgets that cover living expenses and daily or weekly personal allowances. The role carries out program functions in coordination with the Social Security Administration (SSA) and County Offices. The position pays $18.52 per hour and offers a $2,000 sign-on bonus for full-time positions.

Achieva is an Equal Opportunity Employer committed to a respectful, inclusive, and valued workplace and community. Qualified applicants receive consideration without regard to protected characteristics. The organization is dedicated to providing access, equal opportunity, and reasonable accommodations for people with disabilities in employment, programs, and activities.

Requirements

• High school diploma or equivalent.
• Bookkeeping knowledge.
• Knowledge of Microsoft Word, Excel, and/or Google Docs and Google Sheets.
• Familiarity with Social Security Administration Representative Payee Guidelines.

Responsibilities

• Support individuals in achieving their personal outcomes and goals.
• Process applications submitted through individual referrals.
• Retrieve and enter personal and financial data.
• Assist individuals with financial matters by phone.
• Scan individuals’ records.
• Attend client budget review meetings.
• Complete annual payee and disability update reports.
• Process clients’ monthly budget expenditures.
• File and label outgoing monthly client budget expenditures.
• Review and sort incoming client mail.
• Sort outgoing monthly client expenditures by date.
• Request program supply orders.
• Provide income information for clients’ annual rent rebate forms.
• Perform other related duties as assigned.

Benefits

• $2,000 sign-on bonus for full-time positions

What This Job Offers

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