Representative Payee

CMU dba PATHWAYS FORWARD • Harrisburg, PA

8d • $21 • Onsite

About The Position

As a Fiscal Assistant (Representative Payee), you’ll play a critical role in supporting individuals who are unable to manage their funds, as determined by Social Security. In this position, you'll provide an essential service that ensures individuals' financial needs are met while maintaining compliance with regulations. Join our team and contribute to a mission-driven, supportive environment that truly makes a difference in people’s lives.

Requirements

• 3 years of experience in banking or a related financial field, or an equivalent combination of education and experience.
• Proficiency in Microsoft Office applications, particularly Outlook and Excel.
• Act 33 and 34 clearances are required.

Nice To Haves

• Associate degree in business administration, accounting, or finance, with 3 years of experience in banking or a related financial field.

Responsibilities

• Perform data entry for annual and periodic budget changes.
• Monitor monthly budgets, write checks as indicated, and collaborate with case managers on payee account issues.
• Process fund requests, bill payments, and generate financial reports when needed.
• Ensure compliance with Social Security and Community Resources’ asset limits.
• Complete and process Representative Payee accounting reports and Social Security letters.
• Respond to inquiries from Social Security, case managers, banks, and other payers.
• Manage document scanning and verification into the system.
• Participate in staff meetings, training, and other duties as assigned by the Fiscal Supervisor or Director of Finance.

Benefits

• Purpose: Be part of something bigger and make a meaningful impact on people’s lives.
• Flexibility: We value your work-life balance and offer flexible scheduling options.
• Generous Paid Time Off: 10 paid holidays, 4 personal days, vacation, sick leave, and a paid day off for your birthday after probation.
• Comprehensive Benefits Package: 401K, medical, dental, vision, life insurance, short-term disability coverage, and additional incentives for bilingual/ASL skills.
• Student Loan Forgiveness: Qualify for loan forgiveness under the Public Service Loan Forgiveness Program (PSLF).
• Supportive Team Environment: Work with a collaborative and mission-driven team that values your contribution.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree