Representative Payee

Job Description

Job Description

Representative Payee 

Why You'll Love This Role

• Make a Difference: Help people with disabilities access and manage the financial resources they need to live well.

• Use Your Skills: Apply your financial, organizational, and problem-solving skills in a meaningful role.

• Build Relationships: Work with Program Managers, guardians, families, and community partners.

• Take Ownership: Manage Social Security benefits, financial records, payments, and reporting.

• Enjoy Purpose-Driven Work: Join a collaborative team where your work has a direct impact on people's lives.

• Apply for Social Security benefits and coordinate required interviews.

• Manage benefit payments, personal needs funds, room and board, and other expenses.

• Monitor income and assets to maintain public benefits eligibility.

• Complete Housing Support applications, renewals, and benefit redeterminations.

• Reconcile accounts and maintain accurate financial records.

• Submit required reports to the Social Security Administration and other benefit agencies.

• Conduct annual audits and ensure compliance with representative payee requirements.

• Collaborate with Program Managers, guardians, and external agencies to resolve benefit-related issues.

Education & Experience

• Associate degree in Accounting, Social Work, Human Services, Psychology, or a related field preferred.

• Equivalent experience (2–5 years) in accounting, benefits administration, representative payee services, case management, or social services may be considered in place of a degree.

• Experience with Social Security or public benefits programs preferred.

Additional Qualifications

• Strong organizational, analytical, and problem-solving skills.

• Excellent attention to detail and ability to manage multiple priorities.

• Proficiency in Microsoft Office, particularly Excel and Outlook.

• Strong communication skills and ability to maintain confidentiality.

• Valid Minnesota driver's license and ability to meet driving eligibility requirements.

• Successful completion of a Minnesota DHS background study.

Full-time employees are eligible for:

• Generous paid time off (PTO).

• 401(k) retirement plan with employer match.

• Employee Assistance Program (EAP).

• Financial wellness benefits through HoneyBee.

• Employee discounts through YMCA Corporate Wellness, TicketsAtWork, and LifeMart.

Living Well Disability Services transforms the lives of people impacted by disabilities through exceptional services.

For more than 50 years, we've provided services in people's homes, family homes, and 36 residential programs across Minnesota. Our mission is to help people live well through meaningful relationships, dignity, and exceptional support.

Ready to use your financial skills to make a difference? Apply today!

Learn more at

Living Well Disability Services does not discriminate against applicants on the basis of their race, color, national origin, religion, creed, disability, age, sex, sexual orientation, gender identity, marital status, familial status, or status with regard to public assistance, or membership or activity in a local human rights commission.