Trustee Case Worker

TSA The Salvation Army TSA; Peterborough; On-site; CAD 30,000 - 60,000; Part time

Job summary

The Salvation Army is seeking a Trustee Caseworker to provide effective client service and support various programs. This part-time position involves managing casework, budgeting assistance, and community networking. Candidates should possess relevant educational qualifications and experience in financial management and casework services.

Benefits

Health and dental benefits

Paid vacation

Sick time

RRSP contributions

Continuous learning and growth opportunities

Qualifications

• Completion of a two-year diploma in Business Administration or Finance.
• Training in Non-Violent Crisis Intervention is an asset.
• Minimum two years' related experience in casework services.

Responsibilities

• Perform case management processes including initial assessment and planning.
• Assist clients with budgeting and managing finances.
• Ensure confidentiality and advocate for clients in the community.

Skills

Attention to detail

Problem solving

Analytical skills

Communication skills

Education

Community College Diploma in Business Administration

Job description

time left to apply End Date: June 19, 2025 (7 days left to apply)

job requisition id JR102842

Who We Are

For more than 130 years, The Salvation Army has served people in need in communities across Canada and Bermuda. Building on our roots as a world-wide Christian church, each year we help more than 2 million people, providing necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks of life - there is a place for everyone to belong here.

Mission Statement

The Salvation Army exists to share the love of Jesus Christ, meet human needs and be a transforming influence in the communities of our world.

Job Description:

Position Purpose summary:

The Trustee Caseworker is primarily responsible for positive and effective client service ensuring compassion for clients and that spiritual assistance is arranged when requested by clients. The incumbent will also provide support for a limited range of programs in accordance with The Salvation Army mission and values.

Accountabilities:

Program

• Perform all aspects of the case management process including but not limited to, conduct the initial review/assessment, intake, assist clients with developing goals, monitor progress and prepare a transition plan.
• Review client referrals and liaise with the Service Provider to determine eligibility/acceptance into the Trusteeship program in accordance with the Municipality.
• Consult with the Community and Family Services Manager and Trustee Program Coordinator regarding client case management as required.
• Schedule regular meetings with clients to review their progress and engage in further planning to successfully achieve financial independence.
• Ensure confidentiality is maintained in accordance with The Salvation Army policy and applicable legislation.
• Intervene in crises and provide emotional support as required.
• Assist and support the organization and implementation of various events, i.e., Christmas programs, and breakfast program etc.
• Network with other service providers and maintain working relationships with community agencies to provide comprehensive services for clients. i.e., housing, landlords, financial, etc. as necessary in the provision of client related services.
• Advocate, mediate and liaise where necessary in the community to provide support to clients.
• Work closely with other local ministry unit personnel to form an interdisciplinary team to support clients.
• Ensure all program policies and procedures are followed, forward any recommended changes to Supervisor.
• Manage finances on behalf of clients; assist clients with budgeting, recording deposits, preparing cheques, and reviewing monthly bank statements.
• Assist clients to achieve the greatest level of financial independence possible
• Responsible for the facilitation of the Financial Management Program in accordance with local and territorial policies and procedures.
• Adhere to a plan for distribution of funds that has been tailored to the needs of each client.
• Ensure completion of client Income Statements as required by Ontario Works/Ontario Disability Support Program.
• Submit monthly invoices to the City and Four Cast with copies to the Supervisor.
• Prepare or arrange for preparation of client Income tax returns.

Administration

• Maintain accurate, up to date, relevant and confidential individual records for each client, including detailed case notes, budget data, debts, income tax returns etc. ensuring that the appropriate forms are always used.
• Assist in ensuring the completion of accurate record keeping and management in line with funder requirements and in accordance with relevant privacy legislation.
• Utilize designated data bases to record client finances where appropriate.
• Assist in the preparation of the Ministry Unit Annual Review.
• Complete all forms required by The Salvation Army, Ontario Works, and Ontario Disability Support Program

Perform other duties as required.

WORKING CONDITIONS:

• This is a permanent part-time position based on 25 hours per week.
• Some flexibility in scheduling required, some weekend and evening work may be required.
• The Supervisor will set the hours of work and work schedule.
• Working environment is typically in the office in generally agreeable conditions.
• Ability to lift/move 25 lbs.

EDUCATION AND EXPERIENCE QUALIFICATIONS:

Education, Qualifications and Certifications:

• Completion of a two (2) year Community College Diploma in Business Administration, Finance, or equivalent field of education.
• Non-Violent Crisis Intervention training or managing difficult clients training would be an asset.

Experience and Skilled Knowledge Requirements

• Minimum of two (2) years of prior related experience, including experience providing casework services, accounting, documenting, and maintaining case files, working in collaboration with other service providers, community outreach, and working with people of diverse backgrounds.
• Experience in financial management and/or book-keeping is essential.
• Knowledge of community-based resources/programs/services is required and experience networking with government and social service agencies.
• Demonstrated understanding and working knowledge of how money is made, spent, and saved, as well as the skills and ability to usefinancialresources to make decisions.

Skills and Capabilities:

• Attention to detail, problem solving and analytical skills.
• Strong sense of integrity and confidentiality with professional ethics.
• Able to work independently and participate as an active and responsible team member.
• Ability to support, de-escalate, and direct clients appropriately.
• Exhibit good listening skills, have strong oral/written communication skills.
• Self-motivated/disciplined.
• Proficient computer skills in all aspects of Microsoft Office.
• Demonstrated ability to use sound judgment when making decisions and to problem solve complex cases.
• Ability to work in a fast-paced environment, attention to detail, problem solving and analytical skills with an aptitude for accuracy and thoroughness and consistent follow-up.
• Exceptional organizational, prioritizing and time management skills to effectively handle multiple priorities and meet competing deadlines with minimal supervision.
• Ability to undergo applicable screening and background checks successfully that are satisfactory to The Salvation Army, in its sole discretion (i.e., The Salvation Army Abuse Registry) and provide an original copy of a Background Check with vulnerable sector screening.
• Ability and willingness to develop an understanding and support for the mission and purpose of The Salvation Army in Canada and its implications as related to position responsibilities.

Compensation:

The target hiring range for this position is $21.83 to $27.29 with a maximum of $32.75.

Who We Are

For more than 130 years, The Salvation Army has served people in need in communities across Canada and Bermuda. Building on our roots as a world-wide Christian church, each year we help more than 2 million people, providing necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks of life - there is a place for everyone to belong here.

Mission Statement

The Salvation Army exists to share the love of Jesus Christ, meet human needs and be a transforming influence in the communities of our world.

Job Description:

Position Purpose summary:

The Trustee Caseworker is primarily responsible for positive and effective client service ensuring compassion for clients and that spiritual assistance is arranged when requested by clients. The incumbent will also provide support for a limited range of programs in accordance with The Salvation Army mission and values.

Accountabilities:

Program

• Perform all aspects of the case management process including but not limited to, conduct the initial review/assessment, intake, assist clients with developing goals, monitor progress and prepare a transition plan.
• Review client referrals and liaise with the Service Provider to determine eligibility/acceptance into the Trusteeship program in accordance with the Municipality.
• Consult with the Community and Family Services Manager and Trustee Program Coordinator regarding client case management as required.
• Schedule regular meetings with clients to review their progress and engage in further planning to successfully achieve financial independence.
• Ensure confidentiality is maintained in accordance with The Salvation Army policy and applicable legislation.
• Intervene in crises and provide emotional support as required.
• Assist and support the organization and implementation of various events, i.e., Christmas programs, and breakfast program etc.
• Network with other service providers and maintain working relationships with community agencies to provide comprehensive services for clients. i.e., housing, landlords, financial, etc. as necessary in the provision of client related services.
• Advocate, mediate and liaise where necessary in the community to provide support to clients.
• Work closely with other local ministry unit personnel to form an interdisciplinary team to support clients.
• Ensure all program policies and procedures are followed, forward any recommended changes to Supervisor.

Financial

• Manage finances on behalf of clients; assist clients with budgeting, recording deposits, preparing cheques, and reviewing monthly bank statements.
• Assist clients to achieve the greatest level of financial independence possible
• Responsible for the facilitation of the Financial Management Program in accordance with local and territorial policies and procedures.
• Adhere to a plan for distribution of funds that has been tailored to the needs of each client.
• Ensure completion of client Income Statements as required by Ontario Works/Ontario Disability Support Program.
• Submit monthly invoices to the City and Four Cast with copies to the Supervisor.
• Prepare or arrange for preparation of client Income tax returns.

Administration

• Maintain accurate, up to date, relevant and confidential individual records for each client, including detailed case notes, budget data, debts, income tax returns etc. ensuring that the appropriate forms are always used.
• Assist in ensuring the completion of accurate record keeping and management in line with funder requirements and in accordance with relevant privacy legislation.
• Utilize designated data bases to record client finances where appropriate.
• Assist in the preparation of the Ministry Unit Annual Review.
• Complete all forms required by The Salvation Army, Ontario Works, and Ontario Disability Support Program

Perform other duties as required.

WORKING CONDITIONS:

• This is a permanent part-time position based on 25 hours per week.
• Some flexibility in scheduling required, some weekend and evening work may be required.
• The Supervisor will set the hours of work and work schedule.
• Working environment is typically in the office in generally agreeable conditions.
• Ability to lift/move 25 lbs.

EDUCATION AND EXPERIENCE QUALIFICATIONS:

Education, Qualifications and Certifications:

• Completion of a two (2) year Community College Diploma in Business Administration, Finance, or equivalent field of education.
• Non-Violent Crisis Intervention training or managing difficult clients training would be an asset.

Experience and Skilled Knowledge Requirements

• Minimum of two (2) years of prior related experience, including experience providing casework services, accounting, documenting, and maintaining case files, working in collaboration with other service providers, community outreach, and working with people of diverse backgrounds.
• Experience in financial management and/or book-keeping is essential.
• Knowledge of community-based resources/programs/services is required and experience networking with government and social service agencies.
• Demonstrated understanding and working knowledge of how money is made, spent, and saved, as well as the skills and ability to usefinancialresources to make decisions.

Skills and Capabilities:

• Attention to detail, problem solving and analytical skills.
• Strong sense of integrity and confidentiality with professional ethics.
• Able to work independently and participate as an active and responsible team member.
• Ability to support, de-escalate, and direct clients appropriately.
• Exhibit good listening skills, have strong oral/written communication skills.
• Self-motivated/disciplined.
• Proficient computer skills in all aspects of Microsoft Office.
• Demonstrated ability to use sound judgment when making decisions and to problem solve complex cases.
• Ability to work in a fast-paced environment, attention to detail, problem solving and analytical skills with an aptitude for accuracy and thoroughness and consistent follow-up.
• Exceptional organizational, prioritizing and time management skills to effectively handle multiple priorities and meet competing deadlines with minimal supervision.
• Ability to undergo applicable screening and background checks successfully that are satisfactory to The Salvation Army, in its sole discretion (i.e., The Salvation Army Abuse Registry) and provide an original copy of a Background Check with vulnerable sector screening.
• Ability and willingness to develop an understanding and support for the mission and purpose of The Salvation Army in Canada and its implications as related to position responsibilities.

Compensation:

The target hiring range for this position is $21.83 to $27.29 with a maximum of $32.75.

Placement in the salary range will be based on factors such as market conditions, internal equity, and candidate experience, skills, and qualifications relevant to the role.

The Salvation Army will provide reasonable accommodation upon request. Please email [e-mail] if you have a need for any accommodation and we will be pleased to discuss this with you.

About Us

Our employees are motivated by the fulfillment and meaning they experience as they serve people in need across Canada and Bermuda. Whether at the front-lines or in a support role, as part of our team you’ll work alongside a diverse and skilled group of purpose-driven professionals, empowered to provide exceptional service.

We deeply value the relationships we build in the workplace, as well as the opportunities given to us such as the potential to experience flexibility at work, receive health and dental benefits, paid vacation and sick time, RRSP’s, as well as to expand our skills and advance our careers as together we build a culture of continuous learning and growth.

If you're looking for a career that allows you to find meaning, make an impact, and one that challenges you to grow and become the best version of yourself, join our dynamic team. There is a place for everyone to belong at The Salvation Army.