Protective Payee Services Worker

Are you detail-oriented, dependable, and passionate about helping others manage their financial stability? Do you want a role where your organizational skills and compassion directly improve the lives of individuals who need financial guidance? Join our team as a Protective Payee Specialist and help ensure clients have the financial security and stability they deserve.

Why Join Us?

• Make a Real Difference – Help clients meet their essential needs and manage their resources effectively.
• Be a Trusted Guide – Provide financial management services for individuals who rely on you to ensure their basic needs are met.
• Collaborative & Supportive Team – Work with professionals dedicated to serving clients with dignity and respect.
• Growth Opportunities – Gain valuable skills in financial management, client relations, and service coordination.

What You’ll Do

As a Protective Payee Specialist, you’ll serve as a liaison for clients receiving SSI/SSDI benefits, ensuring their financial resources are managed responsibly and in compliance with Social Security and agency requirements. You’ll handle client accounts, assist with budgeting, and provide outstanding customer service to help clients maintain stability and independence.

Your Key Responsibilities:

• Act as a liaison for clients, ensuring their SSI/SSDI benefits are used to meet essential needs
• Maintain and reconcile client checking accounts and financial records in compliance with Social Security guidelines
• Complete monthly bank reconciliations and issue spending checks to clients
• Monitor account balances to ensure they remain within approved limits
• Collect and organize receipts from clients
• Greet clients in person and provide friendly, respectful service on a daily basis
• Communicate with clients via phone and email to review accounts and process disbursements
• Review client budgets to ensure they stay within financial requirements
• Prepare monthly budgets and monitor resource limits
• Organize and maintain both paper and electronic files
• Perform general clerical duties such as correspondence, filing, copying, and data entry
• Manage a caseload of approximately 100–150 clients
• Provide excellent customer service while handling occasional challenging situations professionally

What You Bring to the Team

• Strong attention to detail and organizational skills
• Ability to work efficiently with a high-volume caseload
• Clear, respectful, and effective communication skills
• Empathy, patience, and a customer service mindset
• Ability to handle sensitive financial and personal information confidentially

What You Need to Succeed

• High school diploma or GED required; related experience in mental health, human services, or financial services preferred
• Experience working with individuals with mental health or intellectual disabilities preferred
• Ability to learn and use internal banking software systems
• Basic math skills and ability to maintain accurate financial records
• Proficiency in Microsoft Office and general computer use
• Ability to lift up to 10 pounds and occasionally up to 50 pounds
• Strong problem-solving skills and adaptability to unique client situations