Money Management Assistant

Maintains accurate client and volunteer records, manages billing and financial reports, monitors client banking information, and assists with monthly billing and payment reconciliation. Provides money management services, advocates for clients, assists with benefit applications, and supports volunteers and case management staff as needed. Additionally, coordinates volunteer activities in the Coordinator's absence, responds to phone inquiries, completes intake forms, prepares Advisory Council meeting minutes, and stays current on senior benefits and applicable training.

Responsibilities

Maintains client and volunteer information on the IVMMP website and office files; Submits billing online to the Illinois Department on Aging and NIAAA; Assists Coordinator with monthly billing and reconciles the monthly Accepted for Payment Voucher from IDOA; Assists Coordinator with advocating for clients with creditors and other agencies; Provides volunteer advocacy with clients; Coordinates the activities of in-office Money Management volunteers in absence of Coordinator; Conducts money management service, including home visits and/or phone follow-up; Assists volunteers with clients needing services beyond the volunteer's ability; Completes client benefit applications such as LIHEAP, Circuit Breaker, Extra Help and Recertification forms for Public Aid and Senior Housing; Keeps up-to-date with senior benefits and attends training as applicable; Verifies banking information and monitors on Quicken; Runs reports required for client files; Assists Case Management with financial information for CCP redetermination and other financial benefits; Prepares minutes from Advisory Council meetings and sends them to all members; Oversees volunteers and assists clients in the absence of the Coordinator; Answers phone inquiries, refers calls and completes intake forms when needed

Requirements

High School diploma or equivalent with 5 years relevant experience; Approved CPR/BLS certification required within 90 days; Maintain a valid driver's license; Have and maintain an acceptable driving record per Mercyhealth's HR.100 Fleet and Driver Safety policy; Passing the Driver's License Check and/or Credit Check (for those positions requiring); Passing the WI Caregiver Background Check and/or IL Health Care Workers Background Check; Must be able to follow written/oral instructions; Minimum 2 years experience with customer service, bookkeeping and/or financial management; Proficiency in Microsoft Excel

Nice to have

Experience with volunteers; Interaction with older adults; Experience with Quicken

Benefits

Medical, Dental, Vision; Life & Disability Insurance; FSA/HSA Options; Generous, accruing paid time off; Paid Parental and caregiver leave; Career advancement and educational opportunities; Tuition and certification reimbursement; Well-being Programs; Employee Discounts; On-Demand Pay; Financial Education; Annual recognition/awards events; Partner appreciation days; Family entertainment/attractions discount; Community service/improvement opportunities