Case Manager - Financial Assistance

Jewish Family and Children's Services•Saint Louis, MO

55d

About The Position

The Case Manager - Financial Assistance provides comprehensive case management to ensure that clients have the tools and financial resources needed as they navigate life's challenges. The Case Manager - Financial Assistance assesses clients to determine financial need and develops an individualized care plan, and then works with clients to find ways to increase their income and decrease their expenses through connections to government benefits, employment, subsidized housing, and thoughtful budget modifications. The Case Manager collaborates with clients to develop and manage individualized care plans that facilitate and support connection to educational opportunities, support groups, life skills and advocacy training, housing, benefit eligibility assessment and application information, caregiver resources, employment, financial resources, physical and mental health, and legal assistance.

Requirements

Advanced degree or certification in financial planning, financial education, social work, counseling, psychology, or related field required.
Minimum of five years of related experience.
Knowledge of community support services and resources.
Ability to conduct effective interviews and psychosocial assessments.
Ability to prepare and maintain accurate case records.
Knowledge of the use of office equipment, computers and related software applications.
Ability to counsel clients and/or families in financial skills, life management skills, and coping skills.

Responsibilities

Provides high-quality, individualized financial coaching to clients.
Actively outreaches and engages clients and provides ongoing support to promote financial health.
Completes comprehensive client assessments, which identify medical, psychological and social factors contributing to client's situation and evaluates these together with client's strengths.
Completes enrollment into the care management program.
Documents services and gathers session data for program reporting and evaluation.
Achieves client impact goals and service outputs.
Participates in regular team meetings and continued skill-building training sessions.
Develops an individualized care plan with each client. Reviews the care plan regularly with client to assess progress towards identified goals.
Refers clients to JFS programs, community resources and other organizations as needed. Follows up with clients and service providers to ensure successful and warm hand-offs.
Records client interactions, care plan updates and community resource information in ETO database for every interaction.
Communicates to supervisor any issues that may impact service delivery or continuity of client services.
Provides outreach and training to community agencies, congregations and organizations. This includes public speaking, managing information booths at community events and distributing informational materials.
Represents JFS at community and professional association meetings.
Demonstrates teamwork, compassion and high-quality delivery of care management services.
Performs other duties as required or assigned.
Complies with all JFS policies and standards.