Impactful Financial Case Manager for Older Adults

Lifespan-of-Greater-Rochester-Inc.-1; City of Rochester (NY); Hybrid; USD 24,000 - 34,000; Full time

Benefits offered by this job

Vacation 21 days

Sick 10 days

Personal Time 3 days

Holidays 11

Medical Insurance (3 options)

Dental Insurance (2 options)

Vision (2 options)

Flexible Spending Account

Health Savings Account with company 0%

Job summary

Lifespan is a trusted nonprofit serving older adults in the Rochester area. The Financial Case Manager maintains a caseload of 30–35 clients, handling bill paying, Medicaid/benefit applications, and planning for long-term financial security.

Responsibilities include client meetings, record-keeping, reporting, and advocacy with financial institutions. Hybrid work may be explored after probation, with a focus on proactive, community-based service delivery.

Qualifications

• Associate in applied sciences required.
• Bachelor’s degree in business, Finance, Human Services or equivalent preferred.

Responsibilities

• Assess and investigate financial situation of clients.
• Determine and plan actions to improve client financial security.
• Provide full bill paying and budgeting services for long-term security.
• Assist with financial decision-making.
• Provide referrals to community resources to help maintain independence.
• Maintain records, case notes, billing and reports with accuracy and compliance.

Skills

Financial acumen

Strong communication

Detail oriented

Education

Associate in applied sciences

Bachelor’s degree in business / Finance / Human Services or equivalent

Tools

Word

Excel

EMS

Office 365

Web research

Job description

Lifespan is a trusted nonprofit serving older adults in the Rochester area. The Financial Case Manager maintains a caseload of 30–35 clients, handling bill paying, Medicaid/benefit applications, and planning for long-term financial security.

Responsibilities include client meetings, record-keeping, reporting, and advocacy with financial institutions. Hybrid work may be explored after probation, with a focus on proactive, community-based service delivery.