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Payee Assistant

Job Overview

Your Responsibilities

The Payee Assistant works closely with the Representative Payee to assist in managing and overseeing the Social Security and/or DHS funds for adults with chronic mental illness. The Payee Assistant ensures that the clients’ funds are used appropriately to meet their needs, maintains accurate records, and supports the Representative Payee in administrative tasks. In addition, the Payee Assistant:

• Acts as a Representative Payee for adults
• Understands full fee for Client Participation (CP) and when a client does not have enough fund for their CP, ensures state supplemental funding had been requested from DHS. Works with DHS regarding clients who are not full fee and need state supplement assistance. Knows the CP amount for each client and works with the billing department when there are questions or discrepancies.
• Complete the submission of paperwork to social security such as applications for a new payee client, payee reviews, Medicaid reviews, etc.
• Assists in reporting all earnings to social security for clients, as well as address changes, changes in employment status, changes in marital status, hospitalization over 20 days, if the client becomes incarcerated or expires
• Reviews all paperwork sent from Social Security and monitors reductions in payment, over payments, reviews, and participates in hearings between Social Security and the clients
• Assists in maintaining a master spreadsheet for all deposits, withdrawals, transfers, etc. for all clients, including client-specific monthly transaction sheet and yearly overview that must balance with the master spreadsheet
• Has a working knowledge and assists when needed with transfers from the Trust Account to the operating account sent to finance for the client’s payment for their rent on a monthly basis
• Assists as needed in paying clients invoices from Hillcrest Family Services, Hartig, hospitals, etc. Ensures that the proper insurances from a medical establishment have been billed. Contacts medical establishments do dispute invoices or to set up payment arrangements
• Support the Representative Payee in ensuring clients’ needs are being met and advocating for their best interests
• Handle routine administrative tasks such as filing, data entry, and managing correspondence
• Provide clear communication to the Representative Payee about the status of clients’ finances and any issues that arise
• Have a working knowledge of the Representative Payee duties to be able to step in and assist with those duties as needed
• Other duties as assigned

 

What You Need

• High school diploma or equivalent required
• Strong organizational and problem-solving skills; attention to detail and follow-up skills
• Strong time management skills with the ability to juggle multiple tasks and the ability prioritize to meet deadlines
• Ability to budget and reconcile accounts
• Understanding of what a payee can and cannot do, as well as the general rules for being a payee and the legal ramifications if this role is misused

 

What Makes You Stand Out

• Associate degree in finance/accounting/business related field 
• A combination of education and experience in a finance/accounting/business related field 
• Working in a human services environment is highly
• Understands the rules of DHS, IME, Social Security, and all reporting requirements

 

Competitive benefits package for full-time employees working 30+ hours a week:

• Health insurance (up to 79% employer paid)
• Dental insurance
• Vision insurance
• 401(k)with profit sharing and employer match
• Paid time off (accrue up to 80 hours during first year of employment; increases based on tenure with agency)
• 10 paid holidays
• 80 hours sick time
• 2 wellness days
• Staff development and training
• Public Service Loan Forgiveness(PSLF) eligibility for federal student loans
• Employer paid CEU's through Relias
• On-site primary care
• PerkSpot- employee discount program
• MeMD- virtual health provider for you and your family
  • Free talk therapy
  • $0 Telehealth/urgent care
  • Discounted psychiatry
• Employee assistance program
• Advancement opportunities

 

About the Organization

Hillcrest Family Services is a non-profit organization that assists adults and children in need of help. Every day, Hillcrest builds confidence in hundreds of people and families. We strive to be a leading provider in supporting brain health and wellness. We’re a place where compassion is commonplace. Where our passion soars and faith restores.

 

**COVID-19 Vaccination Not Required**