AgeSpan
Formerly Elder Services of the Merrimack Valley/North Shore
About Us: Since 1974 our agency has strived towards supporting an individual's desire to make their own decisions, secure their independence and remain living independently in the community. We are proud of our employees who make this possible every day. Our agency is a thought-leader, a nationally known generator of new ideas, because it welcomes creativity, your ideas. It is an outstanding place to work stimulating, friendly, collaborative. We offer competitive salaries, generous vacation time, and an excellent work/life balance. We value diversity and encourage career growth. If you have a passion for improving the lives of the elderly community and enjoy working in a diverse team driven by its mission, you've found the right place!
At AgeSpan, you'll find a work environment that combines:

• A refreshing culture that is supportive, collaborative, and encouraging of diverse perspectives and backgrounds.
• A focus on innovation with a team recognized for developing and implementing innovative programs and novel solutions.
• Encouragement of your development through opportunities to get involved, use your voice, and gain new knowledge and skills.
• A satisfying balance between your work and personal life, including a flexible workplace, generous paid time off, and wellness programs.

Depending on your role and your hours, we offer

• Flexible schedule and hybrid work opportunities
• Competitive salaries
• Healthcare (medical, dental, vision)
• 403b Retirement Plan with agency match
• 20 Vacation Days, 12 Sick Days, and 12 Paid Holidays
• Social Work Licensing Program
• License Renewal Paid by agency for RN's and Social Workers
• And MORE!

Position Responsibilities :
Assist Financial Resources Program Manager with daily tasks required in the Money Management and Representative Payee functions of the Financial Resources Program. This employee will be formally trained as a Money Manager to work directly with clients as needed. This employee will assist the program in meeting audit standards and State reporting requirements. Daily tasks for this employee will include interaction with clients and volunteers via phone and in person, assistance with filing, data entry/tracking as well as file maintenance and review. This employee will also be trained as a backup for Program Administrator to review Rep Payee bills and enter checks as needed.
Essential Functions : (Core duties or tasks that are fundamental and not marginal to the performance of the job)
These functions will apply for both the Lawrence and Danvers locations and Specialist will provide services for both locations:

• Maintain documentation for Money Management clients and volunteers in accordance with State and agency regulations.
• Conduct field visits to work directly with Money Management clients on a monthly basis assisting in such tasks as writing out checks, balancing checkbooks, and preparing budgets.
• Train new and existing volunteers as needed.
• Conduct annual customer service satisfaction audits of Money Management clients.
• Complete monitoring of client files in accordance with State and agency regulations.
• Prepare reports in accordance with State regulations as needed.
• Learn the functions of Rep Payee bill payment process and provide backup for that function.
• Complete other duties as assigned within the Financial Resources Program.

Qualifications :
Bachelors' Degree in a related field or Associate Degree in a related field with a minimum of three years of work experience required. Understanding of basic banking transactions and computer skills are required including a familiarity with Word and Excel and an ability to learn new systems. Excellent interpersonal skills and compassion for older people are both required.
Hours: 37.5 per week
AA/EOE
AgeSpan is strongly committed to fostering a professional environment that recognizes, respects, and encourages the unique contributions of a broad spectrum of qualified employees. It is important that our employees reflect the diverse communities we serve. We maintain a work atmosphere that allows people of varied backgrounds to grow professionally and contribute to our mission by promoting diversity, equity, inclusion, and work-life balance.