Job Description

 

Job Description

Senior Citizens Council is a nonprofit organization whose programs promote independence and improvement in the quality of life for our clients. We seek to prevent or end abuse, neglect and exploitation of at-risk seniors and adults with disabilities.

General Responsibilities

Perform professional level financial services to clients of the Guardianship Diversion and Guardianship/Conservatorship Programs. Additionally, this position supports as needed in the preparation and filing of, when appropriate, annual guardian reports and conservator accountings as well as Representative Payee Reports.

Specific Responsibilities

· Supervise and support staff in their assistance to clients in their application and qualification for entitlement programs.

· Apply for Veterans Affairs benefits, Railroad Retirement, Civil Service and Teamsters benefits etc. as appropriate. (On behalf of clients) Complete all required Payee reports.

· Work with bank to open Payee, Guardian, Conservator, Estate, and Trust accounts as needed and with the Executive Director’s approval.

· Ensure client bills are paid and accounts are reconciled in a timely manner.

· Maintain detailed records of all receipts and expenditures for all client assets.

· Represent agency in the community as assigned by the Executive Director.

· Limited Case management and care monitoring to maintain professional certifications.

· Comply with all reporting requirements of funders as assigned by Executive Director.

· Maintain security of all client’s personal data and use caution to destroy said data when data becomes obsolete.

Qualifications

· Demonstrated good written and verbal skills.

· Good organizational and documentation skills.

· 1 year Case management experience.

· Knowledge of community resources and ability to cooperate, communicate and coordinate with social service agencies, care providers and family/support systems of the clients.

· Computer knowledge and working experience with Office Word and Excel.

· Knowledge of aging issues and experience with or training in mental health issues.

· Minimum of a bachelor’s degree.

· Understanding of Guardianship, Conservatorship and Rep-payee requirements.

Preferred Qualifications

· Degree in Social Work and\or Business

· Previous management responsibilities

· Legal knowledge and background.

· Master’s Degree in Business

Job Type: Full-time

Pay: From $27.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Oregon City, OR 97045: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Financial concepts: 1 year (Required)

Work Location: In person

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