Guardianship Specialist

REAL Services Inc•South Bend, IN

6h•Hybrid

About The Position

This full-time, at-will position is responsible for providing direct guardianship services to clients, ensuring their personal, medical, and financial needs are met with compassion and professionalism. The incumbent acts as an advocate for clients, facilitating care coordination, managing legal and financial matters, and ensuring compliance with all applicable regulations and program policies. The role also supports program operations through documentation, reporting, volunteer engagement, and collaboration with community partners.

Requirements

Bachelor’s degree (BA or BS) from an accredited four-year college or university in Sociology, Gerontology, Psychology, Social Work, or related field, or relevant work experience.
Experience in direct care, advocacy or community service.
Must become a National Certified Guardian within 6 months of hire date.
Working knowledge of legal procedures
Knowledge of basic computer applications
Organized with exemplary attention to detail
Familiarity with elder care
Ability to relate well to others
Excellent communication skills (both verbally and in writing)
Comfortable with public speaking
Valid driver's license and a dependable vehicle required.
Must meet the Agency’s required car insurance coverage level at employment and maintain it throughout the duration of employment (Liability Coverage: $100,000/$300,000/$100,000).
Password protected internet access of good quality to perform the essential duties.

Responsibilities

Conduct regular client visits to monitor well-being, ensure appropriate care, and address personal and health-related needs.
Advocate for clients and assist clients in transitioning between living arrangements or care settings to ensure continuity of care.
Maintain accurate, timely, and confidential case notes, client records, and legal documentation in accordance with agency standards and regulatory requirements.
Prepare and submit reports and other required documentation promptly to ensure compliance with internal and external timelines.
Participate in client assessments and referral processes to determine eligibility and service needs.
Prepare and oversee legal documents related to guardianship and client affairs.
Assist with liquidation, management, and disposition of clients’ assets and belongings.
Coordinate financial matters.
Maintain regular communication with family members, service providers, care teams, and other stakeholders to ensure coordinated and comprehensive client support.
Contribute to program development, marketing, and community outreach to promote Guardian Partner program and expand service awareness.
Assist in maintaining efficient office workflow, including off-hours phone coverage.
Support the recruitment, training and retention of volunteers to strengthen the guardianship program’s capacity and outreach.
Provide mentorship and guidance to volunteers.
Other duties as may be assigned and/or requested from time to time in fulfillment of the agency’s mission.