Trustee Caseworker

The Salvation Army Canada and Bermuda Territory•Mississauga, ON

3d•CA$24 - CA$37•Onsite

About The Position

The Trustee Caseworker plays a critical role in assisting clients with money management by ensuring rent and essential bills are paid and by providing one-to-one financial literacy training focused on budgeting, managing monthly expenses, and reducing debt. This role provides specialized services that support housing stability, eviction prevention, risk reduction, and the development of client independence through compassionate, trauma-informed support aimed at building long-term security. The incumbent is responsible for providing positive and effective client services while demonstrating compassion, respect, and dignity, and arranging spiritual support or assistance when requested.

Requirements

Completion of formal post-secondary/college diploma program of two (2) academic years in Social Services or related field.
Non-Violent Crisis Intervention training or willingness to obtain.
A valid Ontario Class “G” Driver’s License.
Own vehicle and insurance is required.
Two (2) years of prior related experience, including experience providing casework services, accounting, documenting, and maintaining case files, working in collaboration with other service providers, community outreach, working in the area of social services with marginalized populations (homelessness, substance use, or mental health challenges).
Strong proficiency in budgeting, financial tracking (Excel), administration, and files management procedures.
Proficient in all aspects of Microsoft Office; the Internet and Email.
Understanding of income assistance programs (ODSP, OW) and landlord-tenant legislation.
Knowledge of community-based resources/programs/services is required and experience networking with government and social service agencies.
Demonstrated understanding and working knowledge of how money is made, spent, and saved, as well as the skills and ability to use financial resources to make decisions.
Must possess clear and legible handwriting for the purpose of maintaining accurate handwritten documentation.
Strong understanding of professional boundaries when working with vulnerable populations.
Demonstrated patience and ability to de-escalate challenging situations effectively.
Work in compliance with OH&S Act and Regulations and abide by The Salvation Army’s health and safety policies and procedures.
Strong customer service ethic and a friendly, professional disposition when interacting with the public.
Ability to adapt to change and manage frequent interruptions in a demanding environment.
Demonstrated trauma-informed approach grounded in cultural safety and harm reduction principles.
Strong attention to detail with a high level of accuracy in data entry and financial record-keeping along with thoroughness, and consistent follow-up.
Resilience and the ability to collaborate effectively with clients experiencing high-stress situations.
Strong problem-solving and analytical skills with the ability to assess and manage complex cases.
Excellent oral and written communication, listening and crisis management skills with the ability to maintain a non-judgmental approach and strong professional boundaries.
High level of integrity, confidentiality, and professional ethics.
Ability to work independently while contributing as an active and responsible team member.
Self-motivated, disciplined, and dependable.
Demonstrated sound judgment and decision-making abilities.
Ability to learn, adapt to, and utilize technology and processes quickly and effectively.
Ability to prioritize and manage multiple tasks, complete assignments, and meet deadlines with minimal supervision.
Exceptional organizational, prioritization, and time management skills to effectively manage competing priorities and deadlines.
Ability to undergo applicable screening and background checks successfully that are satisfactory to The Salvation Army, in its sole discretion (i.e., The Salvation Army Abuse Registry) and provide an original copy of a Background Check with vulnerable sector screening.
Ability and willingness to develop an understanding and support for the mission and purpose of The Salvation Army in Canada and its implications as related to position responsibilities.

Nice To Haves

Alternative combinations of education and experience may be considered.

Responsibilities

Manage client income (e.g., OW, ODSP, pensions) on a voluntary basis, ensuring funds are used for essential needs.
Create and manage monthly budgets, including timely payments for rent, utilities, and insurance.
Maintain accurate, detailed, and up-to-date financial records, receipts, and reports for each client using Excel and the Regional Accounting Centre (RAC).
Ensure clients are receiving all entitled benefits and assist in navigating government systems (CRA, Social Services).
Facilitate the Financial Management Program in accordance with local and territorial policies and procedures.
Provide personalized financial coaching on budgeting, debt management, and reducing arrears.
Teach clients essential money management skills to improve financial capability, with the goal of independent money management.
Educate clients on how to avoid scams and protect assets.
Adhere to a plan for distribution of funds that has been tailored to the needs of each client.
Ensure completion of client Income Statements as required by Ontario Works/Ontario Disability Support Program.
Prepare or arrange for preparation of client Income tax returns.
Liaise with landlords and property management to ensure rent is paid on time, resolve disputes, and maintain housing stability.
Help prevent evictions and manage housing crises.
Conduct handwritten intake interviews, assess client needs/skills, and develop individualized support plans.
Schedule regular meetings with clients to review their progress and engage in further planning to successfully achieve financial independence.
Review client referrals and liaise with the Ontario Works Caseworker to determine eligibility/acceptance into the Trusteeship program in accordance with the Municipality.
Work with community agencies, mental health professionals, and addiction services to support holistic client needs.
Network with other service providers and maintain working relationships with community agencies to provide comprehensive services for clients.
Maintain confidential, up-to-date relevant, accurate client records and case notes, including detailed case notes, budget data, debts, income tax returns etc. ensuring that the appropriate forms are always used.
Assist in ensuring the completion of accurate record keeping and management in line with funder requirements and in accordance with relevant privacy legislation.
Utilize designated databases to record client finances where appropriate.
Complete all forms required by The Salvation Army, Ontario Works, and Ontario Disability Support Program.
Ensure all referrals will be initiated by Peel Region and must be followed up on in a timely manner to ensure each client is informed about the program.
Consult with the supervisor regarding client case management as required.
Intervene in crises and provide emotional support as required.
Advocate, mediate and liaise where necessary in the community to provide support to clients.
Work closely with other local ministry unit personnel to form an interdisciplinary team to support clients.
Ensure all program policies and procedures are followed, forward any recommended changes to supervisor.
Perform other related duties as required.