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Representative Payee Program Assistant

Financial Pathways of the Piedmont
2.7 out of 5 stars
7820 North Point Boulevard, Winston-Salem, NC 27106

Benefits
Pulled from the full job description

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Full job description

Job Title: Representative Payee Program Assistant

Supervisor: Rep RepresentativePayee Program Director

Direct Reports: NA

FLSA Status: Non-Exempt

Salary Range: $31,000-$34,000

Minimum Qualifications: Two years administrative support experience. Proficient in Microsoft Office, including MS Publisher, Excel, Word, Outlook. Excellent grammar, typing, telephone, communication and listening, problem solving and organization skills; ability to work independently, but team oriented; commitment to clients, agency, and the community.

Preferred Qualifications: Associates or bachelor's degree in related field or two years satisfactory work experience in office management or related field.

Primary Role: Perform a wide variety of services related to the needs of the Rep Payee Program to include receptionist duties, customer service, intake coordination, check processing for mailing, and check-pickup log.

Responsibilities:

  • Provide receptionist and customer service duties including, but not limited to answering telephone as primary phone contact, taking messages, telephone and walk-in intakes (per intake procedure); scheduling client appointments, written or phone follow up for no shows on first- time appointments; mailings; copy correspondence, filing, etc;
  • Greet clients/visitors; ensure that client appointments are on schedule by notifying counselor of client/visitor arrivals;
  • Keep up with the physical location of staff so the phone calls and clients can be handled properly; maintain awareness of the presence or location of staff members;
  • Maintain and verify agency client appointments, ensuring that records of client sessions are up- to-date on appointment scheduler;
  • Provide clients, potential clients and others with relevant information and answers to questions as pertains to the position;
  • Assist as needed to maintain postage meter in collaboration with the Financial Administrator, and oversee agency mailings and mail distribution to staff;
  • Ensure incoming faxes are distributed to staff in collaboration with the other agency receptionists;
  • Report maintenance problems to appropriate persons.
  • Perform other duties as requested by supervisor.
  • Greet clients, seat in waiting area, and contact the appropriate counselor;
  • Initiate calls to clients upon receipt of referrals to the program; interview clients and schedule intakes for the program;
  • Complete and fax applications to Social Security, follows intake policies and procedures as written, , keep intake spreadsheet up to date along with the client counselors;
  • Assist with processing checks for mailing as needed;
  • Assist with distributing the Calendar to client;
  • Take client requests for extra checks over the phone and notify counselor;
  • Other duties as requested by the supervisor.

Agency Responsibilities

  • Promote a positive image of agency by ensuring an understanding of program services and other community services that are available;
  • Adhere to established agency policies and procedures;
  • Serve as a team player and maintain harmonious working relationships with agency staff, United Way, educators, business associates, customers, and other related service agencies by amenable and cooperative contacts;
  • Assure confidentiality of information related to clients and other information of confidential nature as established by the standards of the Council of Accreditation for Services to Families & Children (COA) and/or agency management;
  • Maintain active professional competency by participating in training and workshops for professional growth in areas pertaining to duties;
  • Meet regularly with Program Director and Counseling Staff regarding responsibilities and share concerns/suggestions relating to customer service and internal operations.

Equipment Used: Telephone, copier, computer, MS Office

Working Conditions: General office environment

Physical and Mental Requirements

  • Frequent: standing, reaching, sitting, walking, seeing, hearing, writing, reading, problem solving, decision making, organizing, interpreting data

Job Type: Full-time

Pay: $16.72 - $17.27 per hour

Benefits:

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • Monday to Friday

Ability to Relocate:

  • Winston-Salem, NC 27106: Relocate before starting work (Required)

Work Location: In person

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