Representative Payee

Living Well Disability Services • Mendota Heights, MN

10d

About The Position

The Representative Payee manages Social Security benefits and other financial resources for people with disabilities, helping ensure funds are used appropriately and public benefits eligibility is maintained. The role involves coordinating with Program Managers, guardians, families, community partners, and benefit agencies to resolve issues and support the financial well-being of the people served.

The position applies for Social Security benefits and coordinates required interviews; manages benefit payments, personal needs funds, room and board, and other expenses; and maintains accurate financial records through account reconciliation. It also handles Housing Support applications and renewals, benefit redeterminations, required reports, annual audits, and compliance with representative payee requirements.

Living Well Disability Services provides services in people’s homes, family homes, and residential programs across Minnesota. The organization describes its mission as helping people live well through meaningful relationships, dignity, and exceptional support.

Requirements

• Associate degree in Accounting, Social Work, Human Services, Psychology, or a related field preferred; equivalent experience may be considered in place of a degree.
• Two to five years of experience in accounting, benefits administration, representative payee services, case management, or social services may be considered in place of a degree.
• Strong organizational, analytical, and problem-solving skills.
• Excellent attention to detail and ability to manage multiple priorities.
• Proficiency in Microsoft Office, particularly Excel and Outlook.
• Strong communication skills and ability to maintain confidentiality.
• Valid Minnesota driver's license and ability to meet driving eligibility requirements.
• Successful completion of a Minnesota DHS background study.

Nice To Haves

• Experience with Social Security or public benefits programs.

Responsibilities

• Apply for Social Security benefits and coordinate required interviews.
• Manage benefit payments, personal needs funds, room and board, and other expenses.
• Monitor income and assets to maintain public benefits eligibility.
• Complete Housing Support applications, renewals, and benefit redeterminations.
• Reconcile accounts and maintain accurate financial records.
• Submit required reports to the Social Security Administration and other benefit agencies.
• Conduct annual audits and ensure compliance with representative payee requirements.
• Collaborate with Program Managers, guardians, and external agencies to resolve benefit-related issues.

Benefits

• Generous paid time off (PTO).
• 401(k) retirement plan with employer match.
• Employee Assistance Program (EAP).
• Financial wellness benefits through HoneyBee.
• Employee discounts through YMCA Corporate Wellness, TicketsAtWork, and LifeMart.

What This Job Offers

• Job Type: Full-time
• Education Level: Associate degree