Rep Payee Specialist

Representative Payee Specialist

Reports to: Assistant Director of Finance

Location: 1603 Court Street, Syracuse NY 13208

Full-Time: Monday – Friday, 8:00am – 4:00pm

The people we care for come from all walks of life, and so do we. We strive to diversify our workforce, not because it’s the right thing to do, but because it makes our agency stronger

About Us

With a history stretching back more than 70 years, AccessCNY is continually growing and expanding our reach. Offering person-centered services that empower individuals of all ages and abilities to reach their full potential as part of our community. Our focus is supporting individuals by ways of residential housing, mental health and clinical services, and immersing our participants in community engagement. Working closely with the Office for People with Developmental Disabilities and the Office of Mental Health, we support 27 housing locations and 3 administrative buildings.

About the Role

We are looking for a proactive employee to be primarily responsible for managing Social Security Representative Payee functions for our residential participants.

Responsibilities include:

• Manage participant funds in accordance with Social Security Guidelines.
• Alert Care Coordinators and Site Managers when participants’ total assets are approaching the allowable limit.
• Assist the Corporate Compliance team with the Internal Audit process around participants’ personal funds as necessary; prepare audit forms and any other paperwork in advance; compile summarized audit results.
• Visit all participants’ residences to provide training to Program Managers on financial issues as deemed necessary.
• Liaison with governmental units (Social Security, OPWDD, Medicaid, etc.), banks, family members, participants, etc. regarding participant income, expenses, taxes, and all other financial issues.

Education & Experience

Associate’s degree in Accounting or Business plus one years’ experience preferred; or three (3) years’ experience in a similar role plus High School Diploma or GED required. Microsoft Excel, Word, and basic computer skills required. Experience with Medicaid regulations and Social Security (SSA/SSI/SSP) regulations highly preferred. Experience with a Representative Payee Services software platform (such as RPM) preferred.

Scope of Responsibility:

With regular supervision, use own experience and judgment to carry out the Agency mission and assist with the day-to-day operation of the Finance Department. Work must be performed in compliance with applicable laws, regulations, generally accepted accounting practices, and Agency policies. Prepares items in order of priority. Position involves access to confidential information that must be respected. Contact with the public is service-specific.

Conditions of Employment

Must be an effective communicator over the telephone and through written correspondence. Must have a valid NYS driver’s license and transportation necessary to meet departmental needs. Travel among the multiple residential sites is required. Must respect confidentiality. Must have a moderately flexible schedule to accommodate the needs of participants.

Did you know that AccessCNY offers great health, dental and vision insurance? Additionally we provide a 401(k) match upon hire, PTO, and 11 paid holidays.