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Position Summary
The Representative Payee Assistant helps ensure accurate recordkeeping, timely processing of client information, and protection of client benefits. This role combines bookkeeping, administrative support, document management, and benefit compliance responsibilities in a mission-driven environment.
Essential Functions
Fund Management & Daily Bookkeeping
- Record all incoming checks, deposits, payments, and financial transactions in the appropriate system daily.
- Perform account adjustments and reconcile discrepancies as needed.
- Maintain accurate financial records and supporting documentation.
- Assist with tracking client funds, expenditures, and account activity.
Administrative & Daily Operations
- Sort, open, review, distribute, and file incoming physical and electronic mail.
- Complete client intake processes and collect required documentation.
- Scan, upload, and archive documents in electronic and physical filing systems.
- Maintain organized, accurate, and confidential client records.
- Assist with data entry, reporting, and administrative projects as assigned.
Benefit Protection & Asset Compliance
- Run spend-down reports and monitor client resources to ensure SSI recipients remain within allowable asset limits.
- Track client spending activity and collect receipts for verification purposes.
- Assist with Social Security Administration (SSA) reporting requirements and benefit-related documentation.
- Monitor deadlines and maintain records in compliance with applicable program requirements and regulations.
- Assist with audits, reviews, and requests for documentation related to client benefits and financial records.
Knowledge, Skills, and Abilities
- Minimum of one (1) year of administrative support, office administration, financial data entry, bookkeeping, or related experience required.
- Bookkeeping experience preferred.
- Proficiency in QuickBooks, Microsoft Excel, Microsoft Outlook, and document management systems.
- Strong organizational, analytical, and time-management skills.
- Ability to manage multiple priorities and meet strict reporting deadlines.
- Exceptional attention to detail and accuracy.
- Ability to maintain confidentiality and handle sensitive financial and personal information.
- Strong written and verbal communication skills.
- Ability to work independently and collaboratively as part of a team.
Physical Requirements
- Ability to sit for extended periods while performing computer and administrative duties.
- Frequent use of hands and fingers for typing, data entry, and handling paperwork.
- Ability to read, analyze, and enter data from printed and electronic documents.
- Ability to communicate effectively in person, by telephone, and through electronic communications.
- Ability to occasionally bend, stoop, reach, and lift or carry files, records, and office supplies weighing up to 15 pounds.
- Ability to move throughout the office to access files, equipment, and work areas.
- Ability to perform the essential functions of the position with or without reasonable accommodation.
Education and Experience
- High school diploma or equivalent (GED) required.
- Minimum of one (1) year of practical experience using computer systems and office software.
- Experience in a nonprofit or healthcare setting preferred but not required.
Equal Opportunity Employer Mountain Shadows Support Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, sexual orientation, or gender identity/expression), age, marital status, status as a protected veteran, status as a qualified individual with disability or any other protected class.