Fiscal Technician Rep Payee PG -00009

***PAID TRAINING***

Days/Hours:  Monday - Friday 8:00am-4:00pm Total: FT 40hrs./wk.

GENERAL SUMMARY: (General Purpose of the job)
Maintain workflow and assure Fiscal Assistants are completing tasks timely and accurately

ESSENTIAL FUNCTIONS: (Primary Responsibilities)
• Handle new client intakes and onboarding for representative payee services
• Monitor debit card usage and provide balance reports to the team
• Post monthly Social Security or other benefit payments to client accounts
• Process electronic funds transfers and weekly check disbursements
• Train new Fiscal Assistants on financial processes and forms

SECONDARY FUNCTIONS: (Non-primary)
• Post deposits beyond scheduled benefits
• Resolve open or pending issues with the team
• Provide Benefits Counseling to clients

QUALIFICATION STANDARD
• Checkbook reconciliation experience
• Works well with people
• High attention to detail and deadlines
• Proficient in Microsoft Office (especially Excel and Word)

JOB REQUIREMENTS
• Supervision experience
• Bookkeeping experience
• Knowledge of government benefits (Social Security, SSI, SSD, Medicare/Medicaid)

EOE