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Optimae LifeServices
Representative Payee Manager
Entry-Level JobVerifiedNo experience needed
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Based on Iowa data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$67,880 / year median in Iowa
-5% projected decline
Job Description
Representative Payee Manager 2.7 2.7 out of 5 stars Iowa City, IA 52240 Full-time Optimae LifeServices 413 reviews Full-time Optimae values diversity and we encourage everybody , including those from traditionally overlooked identity groups, to apply! Job Summary The Representative Payee Manager will be responsible for managing the representative payee program for Optimae LifeServices. Education High school diploma required. Experience in finance and budgeting matters preferred. Experience in QuickBooks or RPM software preferred. Duties and Responsibilities Understanding of, belief in, and behavior driven by Optimae LifeServices' Mission, Vision, and Core Values is necessary. Pay all monthly bills for individuals receiving services from Optimae LifeServices. Attend face-to-face meetings with customers to develop budgets. Complete Social Security reviews for individuals receiving services. Complete all applications for entitlements that require financial information. Contributes to team effort by accomplishing and communicating related results as needed. Must have excellent communication and networking skills. Use a computer to do spreadsheets, databases, and word-processing. Follow written or oral instructions in detail, accurately and efficiently. Analyze information and use organizational skills. Perform other duties as assigned.