The Representative Payee will manage the financial affairs of individuals unable to do so themselves, ensuring the proper allocation of funds to meet their basic needs. This role involves maintaining accurate records, adhering to legal regulations, and advocating for beneficiaries when necessary. Collaboration with social workers and healthcare professionals to develop financial plans is essential, promoting the long-term well-being of those you serve. As a fiduciary all decisions should be made in the best interests of the client.
This list is intended only to illustrate the various types of work that may be performed. The omission of specific statements does not exclude them from the position if the work is similar, related or logical assignment to the position.
Required:
Bachelor's degree in Finance, Business Administration, Accounting, or a related field.
2-3 Years experience in financial management, accounting, or a related field.
2-3 Years experience working with vulnerable populations, such as individuals with disabilities or the elderly.
Skills:
Ability:
Knowledge:
Representative Payees typically work in an office environment.
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