Money Management Program Specialist

AgeSpan•Lawrence, MA

35d•$26 - $28•Hybrid

About The Position

Since 1974, AgeSpan has been dedicated to supporting individuals' desires to make their own decisions, secure their independence, and remain living independently in the community. Our agency is a thought-leader and a nationally recognized generator of new ideas because it welcomes creativity and employee input. It is an outstanding place to work, offering a stimulating, friendly, and collaborative environment. We provide 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, mission-driven team, 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; and a satisfying balance between your work and personal life, including a flexible workplace, generous paid time off, and wellness programs.

Requirements

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.
Computer skills including a familiarity with Word and Excel.
Ability to learn new systems.
Excellent interpersonal skills.
Compassion for Older Adults.

Responsibilities

Assist the Financial Resources Program Manager with the daily operations of the Bill-Payer and Representative Payee functions within the Money Management Program.
Be trained as a Money Manager to work directly with Bill-Payer clients on tasks such as writing checks, balancing checkbooks, and preparing budgets.
Serve as a monthly point of contact for Bill-Payer volunteers.
Be trained as a back-up for the Rep-Payee Program.
Interact with clients and volunteers by phone and in person.
Prepare and deliver SSA applications to the Social Security office.
Process assigned referral intakes.
Maintain accurate documentation across all platforms.
Support the program in meeting audit standards and State reporting requirements.
Assist with audit preparation.
Monitor client files for compliance.
Ensure adherence to confidentiality and data protection standards.
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.
Ensure timely completion and submission of required monthly paperwork by Bill-Payer volunteers.
Learn Rep-Payee Program functions to provide back-up support.
Answer and respond to client calls.
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.