Money Management Specialist

Money Management Specialist

527 Crocker St, Los Angeles, CA 90013, USA

Los Angeles, CA, USA Req #11162

Thursday, August 8, 2024

Role : Money Management Specialist

Reports to : Assistant Director

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 / non-management / non-exempt

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; Bachelor's 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 Driver's license, reliable car, auto insurance, and an acceptable driving record

6. Detail oriented with excellent time management, interpersonal, organizational, written, verbal, and follow-through 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 non-discrimination in employment. We select the most qualified individual for the job basedon job-related 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 County's 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 fifty-eight years of work in the community, The People Concern is a leading provider of, and advocate for, evidence-based solutions to the multi-faceted 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 Concern's model of integrated and comprehensive care empowers our participants to navigate the multi-faceted 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 Long-Term Disability
• Voluntary Pet Insurance
• Discounts on Hotels, Theme Parks, Concerts, Movies, Restaurants & More
• The People Concern University & Certificates
• Corporate Discounts

Other details

• Pay Type Hourly
• Min Hiring Rate $24.50
• Max Hiring Rate $24.50
• Travel Required Yes
• Required Education High School

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