Organizational Representative Payee

Job Summary We are seeking a dynamic, highly organized, and experienced Organizational Representative Payee Consultant/Coordinator to join our growing team. In this role, you will help support the development and implementation of our Organizational Representative Payee services while serving as a key resource in working with the Social Security Administration (SSA), financial systems, compliance processes, and operational setup. Waystone LLC is currently expanding its services and is looking for someone with direct experience working with Organizational Representative Payee programs who can help guide, develop, and strengthen this area of our organization. This is an exciting opportunity for someone who wants to help build and shape a growing program from the ground up while contributing meaningful expertise to our team. Responsibilities * Assist with the setup and development of Organizational Representative Payee services * Provide guidance on SSA requirements, procedures, and compliance standards * Help establish operational workflows, policies, and financial management systems * Assist with client fund management procedures and banking/account structure * Coordinate communication with SSA offices, financial institutions, and internal staff * Support office management tasks such as documentation, filing, tracking systems, and recordkeeping * Utilize Microsoft Office Suite, Google Workspace, QuickBooks, and other systems for administrative and financial tracking * Maintain accurate client records, ledgers, and reporting processes * Provide support with onboarding procedures, documentation preparation, and compliance readiness * Assist leadership in building and improving the Representative Payee program as the organization grows * Help train or guide staff regarding best practices and operational standards * Work alongside our leadership team to help build and develop this new service within the organization Requirements * Previous experience working with Organizational Representative Payee services strongly preferred * Experience working directly with the Social Security Administration (SSA) preferred * Strong understanding of financial management, client fund handling, and organizational compliance * Excellent organizational skills with strong attention to detail * Proficiency in Microsoft Office Suite, Google Workspace, QuickBooks, and data entry systems * Strong communication and customer service skills * Ability to work independently while helping develop new systems and processes * Previous administrative, clerical, office management, or human services experience preferred * Bilingual abilities are a plus * Experience in healthcare, residential services, behavioral health, or social services is highly desirable Join Our Team This is a unique opportunity to join a growing organization and play an important role in helping develop and expand our Organizational Representative Payee services. We are looking for someone who is motivat