Ascentria Care Alliance
2 days ago Be among the first 25 applicants
- Provide support in understanding paperwork relate to social security benefits and provide advocacy as needed
- Process all new applications for Organizational Representative Payee
- Close all accounts in accordance with Social Security guidelines including the proper return of conserved funds
- Ensure funds from representative payee accounts are used to meet the basic needs of food, shelter, clothing, and medical care
- Responsible for the disbursement of funds and successful collection of all required paperwork and receipts in accordance with policy and procedures.
- Collaborates with the program staff to process budget changes timely and accurately
- Monitor all checking and savings accounts on Individuals behalf to ensure minimum balances are maintained while also corresponding with Funds Management Training Plans
- Reports changes in the clients' status to the Social Security Administration (SSA) upon notification of such an event by program staff.
- Ensures client's account is reconciled and conserved funds forwarded to the SSA in the event the client is no longer receiving services.
- Works with the Internal Audit and Finance staff to establish and enforce all new representative payee policies and procedures.
- Works with the Finance staff to research and address account reconciliation questions and variances as needed.
- Research complex issues and questions and demonstrate problem solving skills
- Communicates to and provides training to program staff on rep payee issues, as needed.
- Responds to all inquiries with rep payee information.
- Ensures that all receipts and disbursements are processed in a timely manner.
- Creates and delivers all client reports to Social Security on a timely basis.
- Maintains current on Social Security issues and regulation
Description
Essential Responsibilities:
- Provide support in understanding paperwork relate to social security benefits and provide advocacy as needed
- Process all new applications for Organizational Representative Payee
- Close all accounts in accordance with Social Security guidelines including the proper return of conserved funds
- Ensure funds from representative payee accounts are used to meet the basic needs of food, shelter, clothing, and medical care
- Responsible for the disbursement of funds and successful collection of all required paperwork and receipts in accordance with policy and procedures.
- Collaborates with the program staff to process budget changes timely and accurately
- Monitor all checking and savings accounts on Individuals behalf to ensure minimum balances are maintained while also corresponding with Funds Management Training Plans
- Reports changes in the clients' status to the Social Security Administration (SSA) upon notification of such an event by program staff.
- Ensures client's account is reconciled and conserved funds forwarded to the SSA in the event the client is no longer receiving services.
- Works with the Internal Audit and Finance staff to establish and enforce all new representative payee policies and procedures.
- Works with the Finance staff to research and address account reconciliation questions and variances as needed.
- Research complex issues and questions and demonstrate problem solving skills
- Communicates to and provides training to program staff on rep payee issues, as needed.
- Responds to all inquiries with rep payee information.
- Ensures that all receipts and disbursements are processed in a timely manner.
- Creates and delivers all client reports to Social Security on a timely basis.
- Maintains current on Social Security issues and regulation
- Bachelor's degree in Accounting, Business Administration, or related. In some cases, experience may be substituted for academic training.
- Experience with Rep Payee functions is strongly preferred
- Knowledge of payroll and accounts payable procedures and practices
- Excellent organizational, time management, analytical, and communication skills required
- Ability to handle people and situations with diplomacy, compassion and tact
- Must be able to travel to banking institutions, county offices and SSA offices
- Valid drivers license and an acceptable driving record required
- Ability to work within the Mission of the agency, we are called to strengthen communities by empowering people to respond to life's challenges.
- Certify in First Aid and CPR within 90 days of employment
- Ascentria Organizational Orientation
- Maintain mandatory training certifications and e-Learning certificates, as needed
- Organizational Rep Payee
- DDS Regulations concerning management of client funds
- Maintain mandatory training and certifications as required.
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Administrative-
Industries
Individual and Family Services
Referrals increase your chances of interviewing at Ascentria Care Alliance by 2x
Get notified about new Office Manager jobs in Worcester, MA .
Executive Assistant Business Partner 2 - Senior Specialist
Executive Assistant Business Partner 2 - Senior Specialist
Staff Executive Resolution Manager, Office of the President
Whitinsville, MA
$159,000.00
-
$215,000.00
1 hour ago
Staff Executive Resolution Manager, Office of the President
Sterling, MA
$159,000.00
-
$215,000.00
1 hour ago
Assistant Property Manager/Resident Services Coordinator
Worcester, MA
$60,000.00
-
$65,000.00
1 month ago
Front Office/Customer Service Representative
Regal Cinemas Solomon Pond - Floor Staff
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr