Money Management Specialist — Hybrid, Elder Care Impact

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 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.