A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
ACCS Rep Payee Vinfen - 3.3 Lawrence, MA Job Details Full-time $23.15 an hour 2 hours ago Qualifications Copy machines High school diploma or GED Driver's License Full Job Description The ACCS Representative Payee will assist adults with mental health conditions with money management and ensure protection from any financial misconduct. The ACCS Rep Payee will administer and perform all applicable functions of the Client Representative Payee process in ACCS Programs. Responsibilities include but are not limited to: Disbursement of funds and successful collection of all required paperwork and receipts in accordance with policy and procedures. Ensuring a budget is submitted from the Program/ACCS staff for each client and that the budget has been entered into the Representative Payee Management (RPM) system. Ensuring that the client does not have a deficit balance in his/her account prior to cutting checks for the client. Generating reports for program staff to review in order to ensure compliance with established policies and procedures related to their position(s). Report changes in the clients' status to the Social Security Administration (SSA) as needed
Job Duties and Responsibilities:
The essential job duties/responsibilities of the position include but are not limited to the information listed below: Responsible for the disbursement of funds and successful collection of all required paperwork and receipts in accordance with policy and procedures. Ensures a budget is submitted from the Program/ACCS staff for each client and that the budget has been entered into the Representative Payee Management (RPM) system. Ensures that the client does not have a deficit balance in his/her account prior to cutting checks for the client. Reports changes in the clients' status to the Social Security Administration (SSA) upon notification of such an event by program staff. Trains designated back-up Representative Payee staff and keeps them updated on new policies and procedures. Generates the necessary reports for program staff to review in order to ensure compliance with established policies and procedures related to their position(s). Ensures client's account is reconciled and conserved funds forwarded to the SSA in the event the client is no longer receiving services. Works with the Internal Audit and Finance staff to establish and enforce all new representative payee policies and procedures. Interprets such policies for managers and employees. Communicates to and provides training to program staff on rep payee issues, as needed. Responds to all inquiries with rep payee information. Ensures that all receipts and disbursements are processed in a timely manner. Creates and delivers all client reports to Social Security on a timely basis. Understands and complies with all HIPAA regulations that apply to clients served. Maintains current on Social Security issues and regulations. Performs other related duties, as required. A high school diploma or GED is required. Education and/or training equivalent to a Bachelor's degree in Accounting, Business Administration or related preferred. Two to four years experience in Accounting or Rep Payee functions. Demonstrated knowledge of HIPPA regulations, payroll and accounts payable procedures Familiarity with Microsoft Excel, Word, and Outlook Ability to work in a professional and confidential capacity All applicants must be at least 21 years of age and have a current, valid, US drivers' license for at least 6 months. Must be able to pass a CORI, driving record, reference, educational and professional licensure check as well as a multi-state background check.
Knowledge and Skills:
Knowledge of payroll and accounts payable procedures and practices Knowledge of personal computer applications and equipment Organizational, analytical, and communication skills Ability to provide leadership to staff Ability to work in a professional and confidential capacity Ability to meet deadlines Knowledge of HIPAA regulations
Typical Requirements:
Two to four years' experience in accounting or rep payee functions. Preferred /
Required Education:
A high school diploma or equivalent is required. Education and/or training equivalent to a Bachelor's degree in Accounting, Business Administration, or related.
Driving Requirements:
Driving is not required.
Physical Effort:
Ability to lift at least 25 pounds using proper lifting techniques. Ability to operate a computer and other office equipment such as a calculator, copier, and printer. Ability to remain in a stationary position 50% of the time as needed. Ability to bend, reach, file, sit, stand and move around the facility. Ability to speak, hear and communicate with clients, staff and external representatives. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.