Representative Payee Specialist – Client Financial Services

Representative Payee Specialist – Client Financial Services

Albuquerque, NM | Full-Time | $18.50/hr + Benefits

Join a Mission-Driven Organization!

Are you organized, detail-oriented, and passionate about helping others? The Arc New Mexico is seeking a Representative Payee Specialist – Client Financial Services to support individuals with disabilities by managing their financial benefits and ensuring their essential needs are met.

Why Join Us?

• Meaningful work that directly impacts lives
• Supportive, mission-driven environment
• Competitive pay and comprehensive benefits
• Growth opportunities within the organization

Position Overview

The Representative Payee Specialist plays a key role in managing and monitoring the financial accounts of Social Security beneficiaries who rely on The Arc New Mexico for financial assistance. This position ensures compliance with federal, state, and local laws while providing exceptional service to clients, guardians, and case managers.

Key Responsibilities:

• Manage Financial Benefits: Oversee Social Security, disability, and other benefits for clients, ensuring accurate deposits and proper fund distribution.
• Budgeting & Payments: Develop and manage monthly budgets, process client payables (rent, utilities, food, allowances, and other essential expenses), and verify emergency fund requests.
• Client Support & Compliance: Maintain accurate financial records, submit required reports to Social Security, Medicaid, and the Income Support Division, and assist clients in understanding their financial situation.
• Collaboration & Communication: Work closely with guardians, case managers, and clients to ensure financial stability and compliance with regulations.
• Reporting & Documentation: Generate monthly wage reports, update confidential databases, and maintain organized records following SSA Rep Payee requirements.
• Program Support: Assist the Rep-Payee Program Manager in monitoring collective accounts, ensuring proper financial oversight and compliance with regulations.

What You Need to Succeed:

• Education & Experience: High School Diploma or GED required + 1+ year of experience in bookkeeping, clerical work, data entry, or a related field.
  Skills & Competencies:
  • Strong organizational and problem-solving skills
  • Excellent attention to detail and ability to work with financial data
  • Proficiency in Microsoft Office (Word, Outlook, Excel, Access)
  • Strong communication and customer service skills (in-person, phone, email)
    • Preferred: Experience working with individuals with disabilities or mental health needs.
    • Bilingual candidates (Spanish/English) receive an additional $1K annually!

Work Environment & Requirements:

• Routine office environment with occasional early evening or weekend hours.
• Physical Requirements: Ability to sit for extended periods, lift up to 20 lbs. unassisted (40 lbs. with assistance), and travel locally as needed.
• Valid Driver’s License & Background Check Required.

Compensation & Benefits:

• $18.50/hr
• Benefits start on the 1st of the month after 60 days and include:
• Health, Dental, and Vision Insurance (Co-paid for employee and family)
• Paid Holidays, Vacation, and Sick Leave
• Short-Term & Long-Term Disability Insurance
• Life & AD&D Insurance (after 1 year)
• Retirement Plan (Simple IRA) with 2% employer contribution

Apply Today & Make a Difference!

Be part of a compassionate team that empowers individuals with disabilities to live with dignity and financial security.

CONDITIONS OF EMPLOYMENT   

Must be able to pass comprehensive background check. Must access to reliable transportation, valid ID/driver’s license, and meet the required automobile insurance minimums for the State of NM.

The Arc New Mexico promotes and protects the human rights of people with intellectual and developmental disabilities and actively supports their full inclusion and participation in the community throughout their lifetimes.

 Equal Employment Opportunity

The Arc New Mexico provides equal employment opportunities to all qualified individuals without regard to race, creed, color, religion, national origin, age, sex (including pregnancy, gender identity, marital status, and sexual orientation), genetic information, veteran status, or non-disqualifying physical or mental handicap or disability.

Americans with Disabilities Act

Equipment Used:

PC and standard office equipment, including utility dolly

Physical Requirements:

Ability to travel, sit for prolonged period of times.  The position requires the ability to lift 20 pounds unassisted, 40 pounds with assistance.  Travel may require driving in inclement weather or in the evening after sunset. 

Job Responsibilities

The previous statements reflect the general duties, responsibilities and competencies considered necessary to perform the essential duties & responsibilities of the job and should not be considered as a detailed description of all the work requirements of the position. The Arc New Mexico may change the specific job duties with or without prior notice based on the needs of the organization.