Money Management Program Specialist

AgeSpan; Lawrence (MA); Hybrid; USD 36,000 - 39,000; Full time

Benefits offered by this job

Flexible schedule

Hybrid work opportunities

Competitive salaries

Healthcare (medical, dental)

403b Retirement Plan with agency match

Paid time off

Job summary

AgeSpan seeks a dedicated professional to support its Money Management Program for Lawrence and Danvers locations. The role involves coordinating with Bill-Payer clients, handling checks, budgets, and SSA applications, and maintaining accurate records. Training for back-up Rep-Payee duties will be provided.

The ideal candidate holds a Bachelor's or Associate degree with 3+ years of related experience, strong banking knowledge, and excellent interpersonal skills to assist older adults.

Qualifications

• Bachelor's or Associate degree with at least 3 years of work experience in related field.
• Proficiency with basic banking transactions and common computer tools.
• Excellent interpersonal skills and compassion for older adults.

Responsibilities

• Assist the Financial Resources Program Manager with daily Money Management tasks.
• Work with Bill-Payer clients on checks, balancing checkbooks, and budgets.
• Serve as a monthly point of contact for Bill-Payer volunteers and back-up Rep-Payee support.

Skills

Interpersonal skills

Compassion for older adults

Banking basics

Education

Bachelor's degree

Associate degree

Tools

Word

Excel

Job description

AgeSpan

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)
• 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 the Financial Resources Program Manager with the daily operations of the Bill-Payer and Representative Payee functions within the Money Management Program. This employee will be trained as a Money Manager to work directly with Bill-Payer clients on tasks such as writing checks, balancing checkbooks, and preparing budgets, and will serve as a monthly point of contact for Bill-Payer volunteers. The employee will also be trained as a back-up for the Rep-Payee Program. Daily responsibilities include interacting with clients and volunteers by phone and in person, preparing and delivering SSA applications to the Social Security office, processing assigned referral intakes, and maintaining accurate documentation across all platforms. This employee will support the program in meeting audit standards and State reporting requirements, including assisting with audit preparation, monitoring client files for compliance, and ensuring adherence to confidentiality and data protection standards.

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 the Specialist will provide services for both locations:

• Conduct field visits to work directly with Bill-Payer clients monthly to assist in such tasks as writing out checks, balancing checkbooks, and preparing budgets.
• Maintain Bill-Payer records in accordance with AGE guidelines.
• Serve as a monthly point of contact for Bill-Payer volunteers, ensuring timely completion and submission of required monthly paperwork, and the maintenance of accurate Bill-Payer records by filing documentation each month in accordance with AGE standards.
• Learn Rep-Payee Program functions to provide back-up support.
• Ensure adherence to confidentiality and data protection standards.
• Answer and respond to client calls.
• Process assigned referral intakes.
• Prepare and submit SSA applications to the Social Security office.
• Maintain accurate and up-to-date documentation in Wellsky's A and D platform.
• Support the team in preparing for audits and maintaining ongoing compliance with AGE regulations.
• Monitor and audit client files for compliance.
• Conduct annual customer services satisfaction audits.

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 Adults are both required.

Hours

37.5 hours per week

At AgeSpan, we carefully consider a wide range of factors when determining rate of pay. Actual rate of pay depends on factors including but not limited to internal equity, experience, and qualifications. The pay range for this position is $26.00 - $28.00/hour.

Our Commitment to Diversity and Inclusion

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.