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Representative Payee Specialist Jobs (NOW HIRING)

Carastar Health

Consumer Benefits Specialist

Montgomery, AL · On-site

$16.25 - $24.73/hr

Administrative Specialist IV SALARY RANGE : $33,800-51,431 SUPERVISOR : Director of Health ... Coordinate representative payee services and ensure compliance with Social Security Administration ...

AccessCNY

Residential Entitlements Specialist

Syracuse, NY · On-site

$22 - $26/hr

Residential Entitlements Specialist Reports to: Assistant Director, Finance Location: 1603 Court ... Submit requests for Agency to serve as Rep Payee * Comply with the rules and regulations for each ...

AccessCNY

Residential Entitlements Specialist

Syracuse, NY · On-site

$22 - $26/hr

Residential Entitlements Specialist Reports to: Assistant Director, Finance Location: 1603 Court ... Submit requests for Agency to serve as Rep Payee * Comply with the rules and regulations for each ...

Life Unlimited

Client Services Specialist

Kansas City, MO · On-site

$15.75 - $20.75/hr

Representative Payee Manager Supervises: N/A FLSA: Non-Exempt SUMMARY The Client Services Specialist will be responsible for auditing individuals' ledgers and reporting on findings. The Client ...

Life Unlimited Inc

Client Services Specialist

Kansas City, MO · On-site

$16.50 - $22/hr

Representative Payee Manager Supervises: N/A FLSA: Non-Exempt SUMMARY The Client Services Specialist will be responsible for auditing individuals' ledgers and reporting on findings. The Client ...

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Representative Payee Specialist information

What are the key skills and qualifications needed to thrive as a representative payee specialist?

To thrive as a Representative Payee Specialist, you need a solid understanding of financial management, case documentation, and relevant regulations, typically supported by experience in social services or accounting. Familiarity with government benefits systems (such as Social Security), accounting software, and secure record-keeping tools is essential. Strong organizational skills, attention to detail, and compassionate communication help specialists manage client funds responsibly and advocate for vulnerable individuals. These competencies are crucial for ensuring legal compliance, protecting clients' best interests, and maintaining accurate, transparent records.

What is a representative payee specialist?

A Representative Payee Specialist is a professional who assists individuals who are unable to manage their own Social Security or Supplemental Security Income (SSI) benefits. They serve as the designated person or organization responsible for receiving and managing these funds on behalf of beneficiaries, ensuring that the money is used for the individual's basic needs such as food, shelter, and medical care. The specialist also keeps detailed records and reports to the Social Security Administration (SSA) on how the funds are spent. This role is crucial for protecting the interests of vulnerable individuals who may not be able to manage their finances independently.

What are some common challenges faced by a representative payee specialist when managing clients' benefits?

A Representative Payee Specialist often encounters challenges such as balancing multiple clients’ financial needs, ensuring timely payment of bills, and maintaining meticulous records to comply with Social Security Administration (SSA) regulations. Additionally, specialists must communicate effectively with clients who may have cognitive or physical impairments, as well as coordinate with social workers, healthcare providers, and family members. Staying organized and up-to-date with changes in benefits policies is critical to providing accurate and ethical service.

What is the difference between Representative Payee Specialist vs Case Manager?

AspectRepresentative Payee SpecialistCase Manager
Required credentialsTypically requires a background in social work, finance, or related certificationsOften requires social work, counseling, or healthcare-related certifications
Work environmentPrimarily office-based, handling financial and documentation tasks for beneficiariesVaries; may include office, client homes, or community settings
Employer and industry usageUsed by government agencies, non-profits, and social service organizationsUsed by healthcare providers, social service agencies, and community organizations

While both roles support vulnerable populations, a Representative Payee Specialist focuses on managing Social Security benefits and financial oversight, whereas a Case Manager provides broader support including counseling, resource coordination, and advocacy. The roles often overlap but serve distinct functions within social services.

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Representative Payee Specialist jobs near you
Infographic showing various Representative Payee Specialist job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 72% Physical, 1% Hybrid, and 27% Remote job distribution.

Rep Payee Specialist

Mid-Step Services

Sioux City, IA

Full-time

Retirement, PTO

Re-posted 28 days ago

Job description

*$2000 Sign on Bonus

Rep Payee Specialist

Mid-Step Services, a non-profit organization serving the needs of children and adults who have intellectual disabilities, is currently accepting applications for a Rep Payee Specialist.

Primary duties:

  • Conduct regular, audits of beneficiary financial accounts and ledgers.
  • Verify that expenditures are properly authorized, documented, and used solely for the beneficiary's personal care and well-being.
  • Review receipt logs, bank reconciliations, and collective account distributions for accuracy.
  • Identify compliance gaps and report findings to management
  • Prepare the organization for formal, external SSA organizational representative payee reviews.

Position requires a high school diploma or equivalent, valid driver's license, computer skills, knowledge of Social Security Administration regulations is preferred.

Mid-Step offers paid days off, matching 401K, employee assistance program, and more. Full-time benefits include insurance.

Pre-Employment physical and drug screen required. Equal Opportunity Employer - m/f/v/d

If interested in an environment with genuine care for both persons with intellectual disabilities and staff, please apply online at www.midstepservices.com or between 7:30 a.m. and 4:00 p.m. at:

Mid-Step Services - 4303 Stone Avenue - Sioux City, IA 51106. (712)274-2252ph


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