Payee Associate

1 day ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

We are seeking to hire a Payee Associate. Under the general supervision of the Controller, this individual maintains the Representative Payeeship program record of accounts. Performs functions as they relate to client finances and related processes.

• Prepare and schedule monthly disbursements for all individual clients by verifying accuracy of amounts, validity of supporting documentation and vendors, against the monthly budgets and the availability of client funds.
• Pay client utility bills and other bills as assigned.
• Maintain excel spreadsheet(s) to reflect monthly expenditures that require payment using the accounting system.
• Scan and maintain lease files with the most current address. Inform Accountant I of change of address so updates can be made in the accounting system.
• Prepare and coordinate the designated transfers of funds to client's debit card accounts at multiple intervals.
• Add and remove clients from the debit card program.
• Prepare monthly reports through the automated system and/or Excel.
• Maintain general ledger for all clients on program.
• File materials and search files as necessary. Scan financial documents as needed.
• Review Social Security forms for new clients on Payeeship for accuracy and comprehensiveness and add further information as required.
• Review client's balances to Social Security established maximum. Coordinate efforts with CRS staff to utilize discretionary funds appropriately.
• Train new CRS staff on Payeeship procedures.
• Inform Social Security Administration of client activity such as going off Payeeship or in the case of a deceased client.
• Prepare documentation and complete SSA forms to report annual expenditures and savings.
• Go to Bank weekly to obtain cash for stipends and to replenish box.

For over 35 years, Community Support Services has been making a difference in the lives of countless individuals with severe and persistent mental illnesses. Our nearly 300 employees are real-life champions committed to quality treatment, collaborative care, and effective outcomes. Located in downtown Akron, Ohio, we serve as a leader in behavioral health care for the entire Summit County area.

• High School Diploma required, some college preferred.
• Experience with Social Security Administration helpful, but not mandatory. Familiar with processing bill payments, personally or in a business setting. Must have Excel experience.
• Great Plains Software proficiency is preferred.

• Working within a mission-driven, highly engaged environment
• A supportive, professional workplace with excellent resources
• Engaging, autonomous atmosphere
• Professional Development Assistance and Education Assistance Program
• Program-Site Eligibility for the Public Student Loan Forgiveness Program
• 401(k) with 5% employer contribution
• 10 paid holidays and 15+ days of PTO annually
• Health, Dental, and Vision insurance
• Subsidized membership to local YMCA branches
• Life insurance and short- and long-term disability>

Entry level

Full-time

Health Care Provider

Hospitals and Health Care

Referrals increase your chances of interviewing at Community Support Services - Summit County by 2x

Apply BELOW