What are the responsibilities and job description for the Money Management Coordinator position at Greater Lynn Senior Services?
Join the GLSS Team and make a difference every day!
GLSS is looking for talented and caring individuals to join our team.
Benefits: GLSS embraces the need for our Employees to have work-life balance and offers a generous benefits package that starts on your date of hire! Depending on your scheduled hours of work you may be eligible for:
- Hybrid work schedule
- Medical and Dental insurance
- Flexible Spending Accounts (FSA) - Healthcare reimbursement & dependent care assistance
- 12 paid holidays each year
- 15 sick days per year
- 2 weeks of vacation starting year 1 and increasing with your years of service
- 403b Retirement Savings Plan with an Agency match
- Agency paid life insurance
- Agency paid long term disability (LTD)
- Tuition Assistance after one year of employment
- Mileage reimbursement
- Employee Assistance Program to assist you in dealing with life challenges
- Employee referral bonuses of up to $1,000
- Travel Assistance Program - Free
- Life Planning Services - Free •Optional benefits including Vision, Pet Insurance, for you and your family members, Accident Insurance, Critical Illness Insurance
Position Overview: The Money Management Program Coordinator is responsible for the overall administration of the Volunteer Bill Payer Program and GLSS Representative Payee Program which assists low-income older adults and persons with disabilities with their routine finances. The Money Management Program Coordinator ensures that the program operates in accordance with all the guidelines established and governed by AGE and the Social Security Administration. In collaboration with other GLSS employees, the coordinator participates in community outreach efforts to increase awareness of and enrollment in the Money Management program.
Position Responsibilities: The Money Management Coordinator with coordinate and supervise the day-to-day operations of the Greater Lynn Senior Services Money Management (MM) Program. Initiates outreach for referrals and recruiting of MM volunteers. Works collaboratively with the Fiscal Accounts Payable Specialist to process and manage case and check-writing requests on behalf of consumers in a timely and efficient manner and to reconcile consumer accounts on a monthly basis. Reviews bank statements, understand debt and can advise consumers on how to reduce future financial challenges and liability. Ensures that all new Rep Payee referrals are completed and submitted to Social Administration audits and requests for representative payee consumers.
Qualifications:
- Bachelor's Degree in Human Services or a related field preferred. Minimum of two (2) year experience in human services field with consumer finances/money management in lieu of Bachelor's Degree.
- Minimum of two (2) years of experience in human services, case management, or customer service.
- Strong math skills and ability to reconcile consumer accounts on a monthly basis.
- Ability to analyze numbers as it relates to budgeting and bookkeeping.
- Proficient in MS Office Products with advanced level of experience in MS Excel with the ability to create spreadsheets for tracking purposes.
- Ability to work with older adults and maintain confidentiality of their financial needs and circumstances.
- Sensitivity to high risk older adult issues and the ability to handle issues in a proper and professional manner.
- Detail oriented, organized, independent problem solver, team player, ability to meet deadlines, prioritize, multitask and maintain current and accurate financial records.
- Maintains professional discretion and adheres to GLSS confidentiality standards.
- Strong professional verbal and written skills.
- Possess knowledge and understanding of household budgeting practices
- Must have reliable transportation and a valid driver's license.
Hours: Full Time 40 hours per week (Monday-Friday). Fully In office for the first three (3) to five (5) months. Following a successful orientation period the position may allow for a hybrid work model.
Page Range: $31-$33 an hour
*GLSS is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), national origin, age (40 or older), disability or genetic information* *GLSS will provide reasonable accommodations to applicants with disabilities upon request*
Salary : $31 - $33