Protective Payee Financial Services Specialist

Protective Payee Specialist work combines financial recordkeeping and compassionate client service while supporting SSI/SSDI recipients. Apply strong organization and communication skills daily.

This specialist serves as a liaison for clients receiving SSI/SSDI benefits. You will manage accounts, support budgeting, and maintain compliance with Social Security and agency requirements. The work helps clients meet essential needs while maintaining stability and independence.

• Maintain and reconcile client checking accounts and financial records
• Complete monthly bank reconciliations and issue spending checks
• Review budgets and monitor approved account resource limits
• Communicate with clients about accounts and disbursements
• Organize receipts, files, correspondence, and data entry

• High school diploma or GED required
• Strong attention to detail and organizational skills
• Basic math and accurate financial recordkeeping ability
• Confidential handling of sensitive financial information
• Microsoft Office and general computer proficiency

Use financial management, budgeting, and respectful communication skills to support clients receiving benefits through protective payee services.