Money Management Specialist
Money Management Specialist
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Salary Not Disclosed
1 Vacancy
Job Description
Role: Money Management Specialist
Reports to: Manager
Department: Member Services
Location: The Village: 527 Crocker St. Los Angeles CA 90013
Schedule: Monday Friday 8:00 am 4:30 pm
Status: Full Time/nonmanagement/nonexempt
Benefits: Medical Dental Vision Retirement Planning 403b) Employee Assistance Program (EAP) etc.
SUMMARY:
The Money Management Specialist I will work closely with Advocates outside agency Case Workers Social Security and Directors to provide both financial management assistance and benefits linkage to program participants. This position will assist program participants with obtaining and maintaining benefits through the Social Security Administration and will provide money management services to program participants on a daily basis.
DUTIES and RESPONSIBILITIES:
1. Ensure strict compliance with all relevant laws and regulations including agency accounting policies and procedures
2. Perform all duties pertaining to Money Management in a timely professional and organized manner including:
daily disbursement at scheduled hours
balancing
data entry into Quick Books
process check requests and automatic deductions as needed and agreed
process monthly account fees
communicate account information with internal and outside agencies when and as needed
3. Communicate all matters to supervisor pertaining to banking (e.g. report lost checks process voided checks ensure availability of proper levels of bank supplies etc.
4. For each enrolled program participant create and maintain in a timely professional and organized manner:
a. Money Management file which will include copies of the Money Management Agreement Information Sheet Benefit Assistance Referral (if applicable)
b. Complete records of all checks disbursed and receipts received for purchases
5. Promote Money Management services by presenting program information to agency program participants
6. Assist and deliver information to staff related to SSA and Money Management forms and procedures
7. Prepare monthly program reports for Money Management services by the 5th of each month
8. Accurately document all program participant services rendered on a weekly basis by entering them in the database in a timely and accurate manner.
QUALIFICATIONS:
1. High School diploma or GED; Bachelors degree preferred
2. Working knowledge of mental health and medical health terminology and abbreviations
3. Computer proficient including familiarity with Outlook Excel Word Power Point and QuickBooks
4. Strong knowledgeable of the policies and procedures of the banking process
5. Valid CA Drivers license reliable car auto insurance and an acceptable driving record
6. Detail oriented with excellent time management interpersonal organizational written verbal and followthrough skills
7. Able to learn quickly and work effectively with a wide range of constituencies and with minimal supervision
PREFERRED QUALIFICATIONS:
1. Experience working with homeless individuals preferably those living with mental illness and/or substance addictions
2. Able to read medical charts and mental health records
WORK ENVIRONMENT:
1. Combination of field and office environment
2. Regularly required to walk or drive to different local sites throughout the day
3. Regularly required to sit stand bend and occasionally lift or carry up to 35 pounds
4. May necessitate working in busy and loud environments
5. May be exposed to elements like cold heat dust noise and odor
6. May need to bend stoop twist and sit throughout the day
EXPECTED BEHAVIORS OF ALL STAFF
- Act as a role model
- Demonstrate a sense of responsibility
- Continuously learn and improve
- Acknowledge your own areas of improvement
- Hear and provide honest specific and direct feedback
- Create an environment where everyone is welcomed valued and respected
- Collaborate
Equal Opportunity Employer
The People Concern is an equal opportunity employer dedicated to nondiscrimination in employment. We select the most qualified individual for the job basedon jobrelated qualifications regardless of race color age sex religion national origin disability ancestry marital status credit history sexual orientation arrest and court record genetic information veteran status or any other status protected by federal state or other applicable laws.
About the People Concern
The People Concern empowers the most vulnerable among us to rebuild their lives. One of Los Angeles Countys largest social services agencies The People Concern was formed in 2016 in a merger of two trusted social service organizations based in Los Angeles County OPCC and Lamp Community. Informed by more than fiftyeight years of work in the community The People Concern is a leading provider of and advocate for evidencebased solutions to the multifaceted challenges inherent in homelessness and domestic violence.
With compassion and profound respect for those we serve we provide a fully integrated system of care including outreach interim housing mental and medical health care substance abuse services domestic violence services life skills & wellness programs and permanent supportive housing tailored to the unique needs of homeless individuals survivors of domestic violence challenged youth and others who have nowhere else to turn.
The People Concerns model of integrated and comprehensive care empowers our participants to navigate the multifaceted obstacles in their lives become their best selves and ultimately connect with and contribute to their communities.
Benefits & Perks
- Medical Insurance
- Vision Insurance
- Dental Insurance
- Retirement Planning 403b) & Matching
- Paid Holidays
- Paid Vacation Days
- Paid Sick Days
- Employee Assistance Plans (EAP)
- TELUS Health
- Flexible Spending Account (FSA)
- Basic Life / Accidental Death & Dismemberment (AD&D)
- Voluntary Short and LongTerm Disability
- Voluntary Pet Insurance
- Discounts on Hotels Theme Parks Concerts Movies Restaurants & More
- The People Concern University & Certificates
- Corporate Discounts
Other details
- Pay TypeHourly
- Min Hiring Rate$24.50
- Max Hiring Rate$24.50
- Travel RequiredYes
- Required EducationHigh School
- Job Start DateMonday January 13 2025
Required Experience:
Unclear Seniority
Employment Type
Hourly
