Money Management Associate

Money Management Associate

No one's independence should be at risk because of a lack of financial assistance. As the Money Management Associate, you will be working with older adults and adults with disabilities to provide financial management.

Schedule: This is a full-time, non-exempt (35 hour/week) position. We offer a hybrid work schedule (remote 1 day/week) once training is complete. No nights or weekends.

With a refreshing culture that is supportive, collaborative, and encouraging of diverse perspectives and backgrounds and a satisfying balance between your work and personal life, why not join the Mystic Valley Elder Services' Team!

Depending on your role and your hours, we offer:

• Flexible scheduling
• Competitive salaries
• Medical, Dental, and Vision starting day 1
• 403b Retirement Plan with agency contribution after 2 years of employment
• 3 weeks accrued Vacation time
• 3 weeks accrued Sick time
• 13 Paid Holidays
• 30 personal hours
• Ample free parking
• Tuition reimbursement
• Employee referral bonuses of up to $2,000

Job Activities

Job activities of the position are below. Additional duties may be assigned as required.

• Conduct intake and screenings by telephone, home visits, and or video to determine eligibility
• Review consumer information and eligibility for Volunteer match options and suitability
  
• Administer cash distribution and bill payer service
  
• Document and maintain consumer records in accordance with state, federal and agency
  guidelines
  
• Prepare and submit all required reports and statistics
• Participate on applicable committees and workgroup inside and outside the agency
  
• Collaborate and participate in interdisciplinary team meetings

Qualifications:

• BA in social work or a related field or AA + 2 years of relevant experience.
• Bilingual preferred
• Competency in working with a diverse population of consumers from a variety of socio-economic backgrounds
• Private transportation
• Excellent interpersonal skills with demonstrated ability to communicate across all levels, including staff, board members and external partners
• Highly resourceful team player, with the ability to work effectively independently or as a team
• Demonstrates a willingness to take on new tasks with a general attitude that no task is too small, impossible, or cannot be improved.
• Expertise in the following platforms: Microsoft 365 (Word, Outlook, Teams, Excel, and PowerPoint), Adobe Pro, Zoom and other web-based applications
• Experience working in a 501c3 organization strongly preferred.

Mystic Valley Elder Services is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Current Openings for Money Management Associate Jobs at Mystic Valley Elder Services

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