JOB REQUIREMENTS: The Representative Payee Specialist provides fiduciary support to guardianship clients and ensures guardianship accounts are kept in a positive balance. The Representative Payee Specialist ensures all client fiscal needs are met on time, throughout the month, while maintaining SSA standards and policies. ESSENTIAL DUTIES (FUNCTIONS) include the following: Performs data entry in Quick Books, guardianship program and other programs as needed. Maintains proper paperwork and records for program as required in compliance with local, state, federal and program policies, standards, and timelines. Processes checks from various accounts and manages payment documentation. Categorizes income and expenses in QuickBooks, which includes reviewing accounts for accuracy. Completes financial reports for Medical Assistance and Social Security Administration, including required audits. Assists Guardianship Manager and Business Office with collections of outstanding accounts. Participates in quarterly meetings for Collections accounts. Reviews and maintains documentation on Accounts Receivable report. Assists Guardianship Manager with tracking client\'s guardianship fees throughout calendar year so that petitions and orders to the court can be filed. Assist Estate and Benefit Supervisor with maintaining spreadsheet of Guardian of Estate clients and when it is deemed appropriate request discharge and send funds to Attorney. Communication with Associated Bank Manager to open and close accounts as well as troubleshoot various concerns within guardianship accounts. Submit applications for representative payee to Social Security and complete and file required annual reports. Works with Benefits Specialist on IRS levy\'s that come through guardianship... For full info follow application link. Easterseals Southeast Wisconsin, Inc. believes in equal employment opportunity for all employees and applicants for employment. Our agency\'s success depends on qualified individuals regardless of their age, race, creed, religion, color, sex, national origin or ancestry, disability or association with a person with a disability, veteran status, arrest record, conviction record, sexual orientation, marital status, pregnancy or childbirth, military participation, genetic testing, submitting to honesty testing, or use or nonuse of lawful products off the employer\'s premises during non-working hours. Employees may not be harassed in the workplace based on their protected status nor retaliated against for filing a complaint, for assisting with a complaint, or for opposing discrimination in the workplace. Easterseals Southeast Wisconsin Revised August 1, 2016 Page 20 We will not discriminate or tolerate discrimination on the basis of these characteristics in any personnel action including, but not limited to, hiring, training, promotions, transfers, demotions, benefits, compensation, discipline, termination and any other conditions or privileges of employment. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/A1C3D0F9E0FC490B