Money Manager 37 1/2 hour work week must live within 35 miles of Brockton, MA
Starting Salary $22.00 for a 6 month trial, and then a reviewed for a raise.
Qualifications • Basic knowledge of accounting principals • Knowledge of QuickBooks and Microsoft Office essential • Strong sense of self-motivation and innovation • Strong time management skills and the ability to set priorities to meet deadlines while maintaining a high level of accuracy • Excellent interpersonal skills and demonstrated ability to work effectively and collaboratively with a diverse population of clients with developmental and intellectual disabilities, office staff, outside agencies, other care providers, family and community members • Must be detail-oriented, patient, and compassionate
Responsibilities • The Representative Payee is the fiduciary responsible for managing the funds of client/members who are unable to do so for themselves • Payee performs a variety of time sensitive accounting and clerical duties to maintain and update client's financial records • Payee is the individual liaison between Social Security and other agencies including the client • Maintains confidentiality • Prepares and follows a budget for each of the individual clients • Completes annual reports to social security for each individual client, as the reports come into the office • Prepares clients' disposable income checks as agreed to with the client • Some clients will come in the office to pick them up, others will be mailed • Prepares and cuts checks for all the bills for each individual client; i.e. rent, electric, fuel, phone, cable, internet, etc • Mail or ensures their payment is completed in a timely manner and accounts are current • Ensure that each client's assets do not exceed the SS resource limit • Maintain accurate accounting of financial records and ongoing files including correspondences, income, expenses, banking, social security and agency notifications • Maintain ongoing contact with each client's relevant support service providers