130 - Representative Payee

At New Narrative, we believe mental health care is community care. As a nonprofit organization, we partner with individuals to promote healing, housing stability, and long-term wellness through compassionate, equitable support.

If you’re passionate about community impact, we invite you to join our team.

Pay Rate: Starts at $25.00/hr and can go up DOE

Purpose: (General description and summary) 

Provides representative payee support to individuals living in New Narrative residential facilities and in the community. This position supports the agency-based representative payee program by helping clients who are unable to manage their Social Security benefits meet their basic living needs while following SSA rules and regulations.

Accountabilities: (Responsibilities of the job) 

• Provide representative payee services for New Narrative service recipients who require a payee. 

• Assure funds are available so that client basic needs are met for shelter, food, and clothing. 

• Discuss the terms and conditions of money management services with each individual and draft an agreement that defines the scope of responsibilities, services to be performed, and costs for services.

• Manage individuals’ funds by paying bills on behalf of the individual and issuing a weekly allowance. 

• Collaborate with the care team in developing budgets with the individual. 

• Issue accounts payable requests, create journal entries, input accounts receivable, and reconcile various accounts.
• Work with SSA on money management issues and follow all SSA rules and regulations.

• Record deposits in a timely manner into the accounting system, including Social Security checks for individuals on money management.  

• Initiate checks and deposits and disburse PIF and other monthly allotments by check or through funded debit cards.

• Maintain client records and complete audits as required by SSA.
• Hold individual meetings with clients as needed to budget and provide training regarding money management. 
• Assist the Accounting Department in the month-end processes relating to client funds accounts. 

• Perform other duties as directed by supervisor.  

Positions Reporting: (Listing of job incumbents reporting into this position) 

None                                                                                                                                           

Education/Certificates/Licenses/Registration: 

A Valid driver’s license and insurance required. An Associate or Bachelor’s degree in Business or Accounting preferred.  

Experience/Qualifications:  

Two years prior work experience providing money management/payee services is strongly preferred. Proficiency in computer skills required. Strong understanding of accounting fundamentals required. Prior experience using Workday accounting software a plus. Must have strong organization skills and ability to multitask. 

Core Competencies:

• Excellent organization skills, including the ability to prioritize, multi-task and meet deadlines.
• Ability to problem-solve and utilize knowledge to effectively report needed information.
• Ability to communicate clearly and concisely, both orally and in writing, to a wide variety of people.
• Ability to maintain accurate records and necessary paperwork.

• Ability to work effectively with individuals experiencing mental health challenges.
• Ability to maintain calm demeanor in crisis situations.
• Ability to effectively interact with co-workers and clients from diverse backgrounds and treat individuals with respect and dignity.

• Knowledge of de-escalation methods or ability to be trained in de-escalation methods.

All of our job openings are located in Portland, Oregon, and the surrounding metro areas.