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.

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