This position is full-time at 40 hours per week. Flexible hours will be assumed. The Representative Payee Specialist is primarily responsible for providing support to the consumer for personal financial matters. Specifically, the Representative Payee Specialist is responsible for establishing and maintaining entitlements for eligible recipients of Social Security, managing monthly bills, and providing personal spending money. The individual’s benefits are paid to the Representative Payee on the beneficiary’s behalf and the services provided by the payee must be tailored to best meet the individual’s needs while preserving their appropriate benefits status and financial security.
EDUCATION: High School Diploma
- Three to five years of experience in human services with special emphasis on working with individuals with disabilities.
- Three to five years of experience maintaining financial records and/or a demonstrated ability to organize and maintain individual consumer accounts.
- A current, valid Wisconsin drivers’ license.
DUTIES AND RESPONSIBILITIES:
- To establish and maintain entitlements for eligible recipients of Social Security; to pay and monitor monthly bills and to provide personal spending money to the individual as outlined in the SSA Representative Payee Guidelines
- To be informed about the individual’s needs and decide how benefits/income can best be used for his or her personal care and well-being.
- To ensure the individual’s current needs are being met. This includes food, shelter, medical care and other items for the individual’s personal comfort; to use remaining benefits/income to pay for the individual’s personal needs, such as clothing, recreation, and other expenses.
- To keep and maintain an individual’s financial records; to manage the individual’s bank account as outlined in the SSA Representative Payee Guidelines.
- To inform Social Security about changes that may affect the individual’s eligibility for benefits and to complete documentation as required by Social Security to maintain benefits.
- To work closely with service providers to ensure continuity of services for the individual.
- To coordinate with other service providers as needed to ensure members’ unmet, non-representative payee needs are met.
- Ability to perform all primary job functions
- Ability to lift up to 50 pounds
- In unusual circumstances ability to stoop, kneel, reach, push medium to heavy objects.
ENVIRONMENTAL DEMANDS: Approximately 80% of this position’s time will be spent indoors. 10% or less will be spent traveling to and from consumers’ homes. While in consumers’ homes, the person in this position might experience poor ventilation, dust, fumes, and/or odors. Schedule flexibility is required as needed to accommodate consumer needs. Lastly, in unusual circumstances, the person in this position could be exposed to physical attaches or injuries from consumers they are serving.
This is a public service position, and employee is required to be courteous, cooperative and respectful at all times with the public and clients; also establishes and maintains a courteous and cooperative and respectful working relationship with other employees, supervisors and public officials.
This position description has been prepared to assist in defining job responsibilities, physical demands, working conditions and needed skills. It is not intended as a complete list of job duties, responsibilities and/or essential functions. This description is not intended to limit or modify the rights of any supervisor to assign, direct, and control the work of employees under supervision. The county retains and reserves any and all rights to change, modify, amend, add to or delete from, any section of this document as it deems, in its’ judgment, to be proper.
Green Lake County provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Green Lake County complies with applicable state and local laws governing nondiscrimination in employment in every location in which the Green Lake County has facilities. This policy applies to all terms and conditions of employment.