Rep Payee Specialist - Evansville

Description

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.

Benefit Administration:

• •Handle Medicaid, SNAP, Social Security, and Medicare applications, updates, and reviews.
• •Submit required reports and earnings information for employed clients.

Tax and Trust Management:

• •Gather tax documents and coordinate tax preparation.
• •Manage funeral trusts and special needs trust accounts, including contributions, disbursements, and compliance with regulations.

Energy Assistance:

Complete applications and maintain records of energy assistance programs.

Requirements

• •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
• •Ability to be in office up to 2 days a week

Education and Experience:

Bachelor’s degree in related field and/or extensive experience as Administrative Assistant