Financial Services Coordinator

Financial Services Coordinator (Representative Payee Support)
Make a meaningful impact while building your accounting career.


We're seeking a detail-oriented and compassionate professional to join our team in a highly rewarding role supporting individuals as they build financial independence. In this position, you'll work closely with the Case managers and clients receiving SSI/SSDI benefits, helping ensure their financial needs are managed accurately and responsibly.


Reporting to the Controller, this role combines accounting fundamentals with purpose-driven work-perfect for someone who values both precision and making a difference in people's lives.

Why You'll Love This Role

• Play a hands-on role in improving clients' financial stability and quality of life
• Collaborate with supportive case managers and cross-functional teams
• Grow your accounting and financial operations experience in a mission-driven environment
• Gain exposure to audits, reporting, and client financial planning

What You'll Do
Client & Financial Support

• Manage payee accounts and maintain accurate financial records for clients
• Process weekly and monthly disbursements, including bills and client requests
• Distribute checks and ensure timely payments
• Research and resolve account discrepancies with attention to detail
• Assist case managers with client financial matters and participate in client meetings as needed

Operations & Administration

• Process incoming mail (sorting, scanning, forwarding) for the payee office
• Monitor and respond to emails in a timely and professional manner
• Update spreadsheets and records based on changes to client budgets
• Maintain organized documentation, including invoices and financial records

Compliance & Reporting

• Support annual SSA audits and ensure compliance with required standards
• Prepare and provide financial reports for internal teams and clients (e.g., for housing or benefits eligibility)
• Contribute to accurate recordkeeping and reporting processes

Team & Professional Contribution

• Build positive, professional relationships with clients and colleagues
• Attend team meetings and participate in ongoing training and development
• Take on additional responsibilities as needed to support the team

What You Bring

• Experience with QuickBooks and foundational accounting tasks (deposits, payments, reconciliations)
• Proficiency with Microsoft 365 (Excel, Outlook, etc.)
• Strong organizational, time management, and communication skills
• A high level of confidentiality and professionalism
• A collaborative mindset and a passion for helping others

What Success Looks Like
You're someone who thrives in a structured environment, enjoys working with numbers and people, and takes pride in accuracy and service. You bring both accountability and empathy to your work, helping ensure clients are supported with care and precision.
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