Resident Account Assistant

Merakey
Any Location, NJ
Category Customer Service
Job Description
Role Overview

The Resident Account Assistant ensures the highest level of service to all Representative Payee consumers, consistent with the overall purpose of the company and the Social Security Administration. The Resident Account Assistant will monitor client deposits, account balances, outstanding payments, spending, and spend-down activity across collective accounts.

What You Will Do

Schedule and process bills, PNA requests, disbursements, debit card approvals/loads, and other beneficiary payments while ensuring accuracy and compliance. Complete monthly bank reconciliations, accounting reports, check disbursements, and related financial documentation.

Why It Might Be a Fit

The ideal candidate will possess excellent written and verbal communication skills, ability to take ownership of multiple tasks efficiently and effectively, and proficiency in office equipment operation.

Requirements

  • High School diploma or GED
  • Minimum two years working in an office setting, accounting, social services, or human services
  • Valid active driver's license
  • Excellent written and verbal communication skills
  • Ability to take ownership of multiple tasks efficiently and effectively
  • Proficiency in office equipment operation including fax and copier/scanner

Benefits

  • DailyPay
  • Retirement plan
  • Voluntary limited benefits through the American Worker
  • Confidential counseling, legal, and financial services through the Employee Assistance Program (EAP)
  • On the Goga well-being platform
  • Employee discounts and savings programs
  • Access to Pryor Online Learning for free online personal development classes
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