Location: Brockton,MA, USA
Money Manager37 1/2 hour work week must live within 35 miles of Brockton, MA
Starting Salary $22.00 for a 6 month trial, and then a reviewed for a raise.
Qualifications• Basic knowledge of accounting principals• Knowledge of QuickBooks and Microsoft Office essential• Strong sense of self-motivation and innovation• Strong time management skills and the ability to set priorities to meet deadlines while maintaining a high level of accuracy• Excellent interpersonal skills and demonstrated ability to work effectively and collaboratively with a diverse population of clients with developmental and intellectual disabilities, office staff, outside agencies, other care providers, family and community members• Must be detail-oriented, patient, and compassionate
Responsibilities• The Representative Payee is the fiduciary responsible for managing the funds of client/members who are unable to do so for themselves• Payee performs a variety of time sensitive accounting and clerical duties to maintain and update client's financial records• Payee is the individual liaison between Social Security and other agencies including the client• Maintains confidentiality• Prepares and follows a budget for each of the individual clients• Completes annual reports to social security for each individual client, as the reports come into the office• Prepares clients' disposable income checks as agreed to with the client• Some clients will come in the office to pick them up, others will be mailed• Prepares and cuts checks for all the bills for each individual client; i.e. rent, electric, fuel, phone, cable, internet, etc• Mail or ensures their payment is completed in a timely manner and accounts are current• Ensure that each client's assets do not exceed the SS resource limit• Maintain accurate accounting of financial records and ongoing files including correspondences, income, expenses, banking, social security and agency notifications• Maintain ongoing contact with each client's relevant support service providers
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