Representative (Rep) Payee Assistant
Job Title: Representative (Rep) Payee Assistant
Hourly Rate: $26.00 - $28.00
Job Status: Part Time (Up to 30 hours per week)
Work Base: Everett
Helping You Live Life to the Fullest! SAILS Washington is dedicated to providing quality community-based support services for people of all ages and needs.
SAILS Washington is an innovative leader in delivering person-centered home and community-based services to individuals with intellectual and developmental disabilities. Our Mission is to provide World Class person-centered services, support and advocacy for individuals in positive and life-enriching environments.
SAILS Washington takes a ZERO tolerance stance on abuse and neglect. Any allegations will be reported to the proper authorities. We are committed to the Health and Safety of the individuals we support. Our employees share a passion for making a positive impact in the lives of others. We are looking for individuals who share our Mission, Vision, and Core Values.
All applicants are subject to a background check. Once a conditional offer is made and a background check has been completed, if SAILS Washington is concerned about a conviction that is directly related to the job, we reserve the right to withdraw the offer of employment.
Benefits we Provide:
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Medical, Vision and Dental Insurance
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Voluntary Short-term and Long-term Disability
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Employee Assistance Program (EAP)
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Company Paid Basic Life Insurance & ADD plus Voluntary Life Insurance
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Accrued Paid Time Off
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Unlimited Peer Referral Program
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On-Demand Pay!!
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Working Advantage employee discount program
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Health Savings Account (HSA)
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Flexible Savings Account (FSA)
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401(K)
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Capella University Discount
Summary
The Representative Payee (Rep Payee) Assistant supports the financial management needs of clients who are unable to manage their own Social Security or other benefits. Under the direction of the Rep Payee, the Assistant helps ensure clients' basic needs are met by accurately budgeting funds, tracking expenses, paying bills, and maintaining detailed financial records. This role requires strong organizational skills, confidentiality, and a commitment to serving vulnerable populations with compassion and integrity.
Essential Duties and Responsibilities:
- Residential Services Client Finances – Assist Rep Payee’s with paying bills for residential clients including rent, utilities, phone, etc.
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Bank, EBT, and Petty Cash Reconciliations - Every month assist with verifying the reconciliation of all accounts we manage for our clients and organize and maintain all receipts for all residential clients.
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Quarterly Reports – Support with producing quarterly reports for all residential clients.
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Client Financial Assistance - Continuously review and seek applicable financial assistance for each client and work with Rep Payee to apply for any services each client would qualify for.
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Residential Allowance Requests -Assist with gathering documentation needed to complete residential allowance requests for the previous month for clients that need extra financial assistance.
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Individual Financial Plans – Support in writing Individual Financial Plans for all residential clients as well as a monthly budget for the year.
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Documentation – Support and organize within the company electronic documentation systems collect and maintain all necessary and appropriate documentation.
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Social Security – Work with Rep Payee to make appointments with Social Security for/with clients to make any changes to their SSI/SSA benefits.
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QA -Visit client’s homes and audit funds and client site money ledger. Report discrepancies in the homes and in general accounting immediately to the Financial Director, Residential Director, and Area Director.
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Model a positive, proactive and priority-focused communication style which encourages collaboration and allows space for all voices to be heard, with the goal of improving the quality of life of our team and our clients.
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Assist with DSHS reviews, housing assistance recertification paperwork, and documentation for SSA, as needed.
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Maintain professional working relationships with DDA, guardians, alternate rep-payees, landlords, service providers, and other members of the community.
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Support Rep Payee with implementing and monitoring compliance with DDA/SSA regulations and policies, WACs, and Sails WA policies and procedures. Provide feedback to Rep Payee as needed.
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Assist program clients with outside Rep Payees to complete required documentation and services.
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Perform other duties as assigned.
Expectations in the role:
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Generally accepted accounting principles
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Federal and State laws and regulations
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Statement of work
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Personal computer, Excel, Payroll and QuickBooks system
Work Environment:
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Fast-paced environment with significant telephone and personal disruption.
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To successfully perform the essential duties of this position, an individual must be able to sit at a desk for four or more hours per day.
Minimum Qualifications:
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Must be 21 years of age with High School Diploma or GED Equivalent required.
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Must have a fingerprint and criminal clearance prior to starting.
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Computer processing skills, general accounting and bookkeeping training, record keeping practices and training, or related job experience of greater than three years in a similar position.
Licensing Requirements:
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Must pass a Washington State background check
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WA Driver License and WA Auto Insurance
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First Aid/CPR Certified (within 120 days of employment, training can be provided)
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Blood Borne Pathogen (within 120 days of employment, training can be provided)
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Need to obtain CPI Blue Card
Ongoing Eligibility Qualifications:
- Complete and pass the background check screening upon hire and every two years thereafter, or as requested.
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Maintain active NAR, CPR/First Aid, Nurse Delegation and other required certifications.
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Complete a minimum of 12 hours of continuing education annually.
SAILS Washington and Citizen Access Residential Resources are part of the Redwood Family Care Network family of companies. Operating in California, Washington, Arizona, and Nevada. Responsible, Compassionate & Trusted. Redwood Family Care Network’s mission is to provide World Class person-centered services, support and advocacy for individuals in positive and life-enriching environments.
