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