Description Are you detail-oriented, dependable, and passionate about helping others manage their financial stability? Do you want a role where your organizational skills and compassion directly improve the lives of individuals who need financial guidance? Join our team as a Protective Payee Specialist and help ensure clients have the financial security and stability they deserve.
Why Join Us? Make a Real Difference - Help clients meet their essential needs and manage their resources effectively.
Be a Trusted Guide - Provide financial management services for individuals who rely on you to ensure their basic needs are met.
Collaborative & Supportive Team - Work with professionals dedicated to serving clients with dignity and respect.
Growth Opportunities - Gain valuable skills in financial management, client relations, and service coordination.
What You'll Do As a Protective Payee Specialist, you'll serve as a liaison for clients receiving SSI/SSDI perks, ensuring their financial resources are managed responsibly and in compliance with Social Security and agency requirements. You'll handle client accounts, assist with budgeting, and provide outstanding customer service to help clients maintain stability and independence.
Your Key Responsibilities: Act as a liaison for clients, ensuring their SSI/SSDI benefits are used to meet essential needs
Maintain and reconcile client checking accounts and financial records in compliance with Social Security guidelines
Complete monthly bank reconciliations and issue spending checks to clients
Monitor account balances to ensure they remain within approved limits




Collect and organize receipts from clients
Greet clients in person and provide friendly, respectful service on a daily basis
Communicate with clients via phone and email to review accounts and process disbursements
Review client budgets to ensure they stay within financial requirements
Prepare monthly budgets and monitor resource limits
Organize and maintain both paper and electronic files
Perform general clerical duties such as correspondence, filing, copying, and data entry
Manage a caseload of approximately 100-150 clients
Provide excellent customer service while handling occasional challenging situations professionally
Requirements What You Bring to the Team Strong attention to detail and organizational skills
Ability to work efficiently with a high-volume caseload
Clear, respectful, and effective communication skills
Empathy, patience, and a customer service mindset
Ability to handle sensitive financial and personal information confidentially
What You Need to Succeed High school diploma or GED required; related experience in mental health, human services, or financial services preferred
Experience working with individuals with mental health or intellectual disabilities preferred
Ability to learn and use internal banking software systems
Basic math skills and ability to maintain accurate financial records
Proficiency in Microsoft Office and general computer use
Ability to lift up to 10 pounds and occasionally up to 50 pounds
Strong problem-solving skills and adaptability to unique client situations

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