Protective Payee Specialist work combines financial recordkeeping and compassionate client service while supporting SSI/SSDI recipients. Apply robust organization and communication skills daily.
This specialist serves as a liaison for clients receiving SSI/SSDI benefits. You will manage accounts, support budgeting, and maintain compliance with Social Security and agency requirements. The work helps clients meet essential needs while maintaining stability and independence.
Key Responsibilities: Maintain and reconcile client checking accounts and financial records
Complete monthly bank reconciliations and issue spending checks
Review budgets and monitor approved account resource limits
Communicate with clients about accounts and disbursements




Organize receipts, files, correspondence, and data entry
Requirements: High school diploma or GED required
Strong attention to detail and organizational skills
Basic math and accurate financial recordkeeping ability
Confidential handling of sensitive financial information
Microsoft Office and general computer proficiency
Use financial management, budgeting, and respectful communication skills to support clients receiving benefits through protective payee services.

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📌 Protective Payee Financial Services Specialist (British Columbia)
🏢 Children & Families of Iowa
📍 British Columbia