Rep Payee Specialist

Description We are offering an exciting opportunity for a Rep Payee Specialist in Concord, New Hampshire. Working within the non-profit sector, your main duties will revolve around managing financial transactions, including payments, voids, and refunds, and maintaining a strong relationship with Social Security representatives. Your role will be essential in ensuring accurate and efficient client benefit administration.Responsibilities: Accurately process payments, voids, and refunds to maintain financial control. Develop and sustain relationships with Social Security representatives for smooth operations. Act as a financial advisor to case managers, individuals, and families, providing them with necessary information and support. Monitor client accounts and take appropriate actions when necessary. Maintain accurate records of client benefits, ensuring all data is up-to-date. Collaborate with various teams to manage cash flow for individuals. Utilize your skills in Microsoft Excel, Data Entry, and Customer Service to ensure efficient operation. Ensure internal controls for financial transactions are upheld and maintained. Provide excellent customer service by resolving customer inquiries promptly and professionally. Handle customer credit applications with precision and efficiency. Requirements Proficiency in Microsoft Excel is mandatory for this role, as the Rep Payee Specialist will be required to use it frequently for data analysis and reporting. Strong data entry skills are crucial, as the job requires accurate input of financial information into databases. Excellent customer service skills are a must, since the Rep Payee Specialist will be interacting with clients and other stakeholders regularly. Previous experience in a similar role is desirable, as it will enable the candidate to hit the ground running. A bachelor's degree in finance, business administration, or a related field is preferred. Ability to handle confidential information with discretion, as the Rep Payee Specialist will be dealing with sensitive financial data. Strong organizational and multitasking skills are necessary, given the need to manage multiple tasks and deadlines simultaneously. Proficiency in other Microsoft Office applications, like Word and PowerPoint, is beneficial. Excellent written and verbal communication skills are needed, as the role involves frequent communication with clients and team members. Good understanding of financial regulations and standards is desired, as the Rep Payee Specialist will be handling financial transactions and reports. Detail-oriented nature is essential, given the need for accuracy in data entry and financial reporting. Ability to work both independently and as part of a team, as the role requires a balance of both. Problem-solving skills are necessary, as the Rep Payee Specialist may need to address and resolve client issues. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .