What are the responsibilities and job description for the Rep Payee Specialist position at Sycamore Rehabilitation Services, Inc.?
Description
Summary:
The Representative Payee Specialist provides financial support to individuals served, ensuring proper management of client funds and benefits, and supports the residential and finance departments.
Key Responsibilities
Client Financial Management:
Required Skills/Abilities:
Summary:
The Representative Payee Specialist provides financial support to individuals served, ensuring proper management of client funds and benefits, and supports the residential and finance departments.
Key Responsibilities
Client Financial Management:
- Manage client accounts, ensuring timely bill payments and monitoring balances.
- Develop personal budgets and ensure proper utilization of funds.
- Maintain compliance with financial limits and explore alternatives such as trusts or spenddowns.
- Provide financial documentation for clients, guardians, and relevant agencies.
- Handle Medicaid, SNAP, Social Security, and Medicare applications, updates, and reviews.
- Submit required reports and earnings information for employed clients.
- Gather tax documents and coordinate tax preparation.
- Manage funeral trusts and special needs trust accounts, including contributions, disbursements, and compliance with regulations.
- Complete applications and maintain records of energy assistance programs.
Required Skills/Abilities:
- Excellent writing and communication skills?
- Good interpersonal skills?
- Should possess excellent organization and facilitation skills?
- Ability to be flexible, responsible and a team player?
- Multi-task oriented?
- Knowledge of Windows products preferred?
- Strong working knowledge of word processing, database, and spreadsheet software?
- Bachelor’s degree in related field and/or extensive experience as Administrative Assistant?
- Ability to lift a minimum of 35 pounds; upper body leverage strength required?
