The People Concern
Money Management Specialist
The People Concern, Los Angeles, California, United States, 90079
Thursday, October 10, 2024Role:
Money Management SpecialistReports to:
Assistant DirectorDepartment:
Member ServicesLocation:
The Village: 527 Crocker St. Los Angeles, CA 90013Schedule:
Monday – Friday, 8:00 am – 4:30 pmStatus:
Full Time/non-management/non-exemptBenefits:
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:Ensure strict compliance with all relevant laws and regulations including agency accounting policies and procedures.Perform all duties pertaining to Money Management in a timely, professional, and organized manner, including:Daily disbursement at scheduled hours.Balancing.Data entry into QuickBooks.Process check requests and automatic deductions as needed and agreed.Process monthly account fees.Communicate account information with internal and outside agencies when needed.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.).Create and maintain a Money Management file for each enrolled program participant, which will include:Copies of the Money Management Agreement, Information Sheet, Benefit Assistance Referral (if applicable).Complete records of all checks disbursed and receipts received for purchases.Promote Money Management services by presenting program information to agency program participants.Assist and deliver information to staff related to SSA and Money Management forms and procedures.Prepare monthly program reports for Money Management services by the 5th of each month.Accurately document all program participant services rendered on a weekly basis by entering them in the database in a timely and accurate manner.
QUALIFICATIONS:High School diploma or GED; Bachelor’s degree preferred.Working knowledge of mental health and medical health terminology and abbreviations.Computer proficient, including familiarity with Outlook, Excel, Word, PowerPoint, and QuickBooks.Strong knowledge of the policies and procedures of the banking process.Valid CA Driver’s license, reliable car, auto insurance, and an acceptable driving record.Detail oriented with excellent time management, interpersonal, organizational, written, verbal, and follow-through skills.Able to learn quickly and work effectively with a wide range of constituencies and with minimal supervision.
PREFERRED QUALIFICATIONS:Experience working with homeless individuals, preferably those living with mental illness and/or substance addictions.Able to read medical charts and mental health records.
WORK ENVIRONMENT:Combination of field and office environment.Regularly required to walk or drive to different local sites throughout the day.Regularly required to sit, stand, bend and occasionally lift or carry up to 35 pounds.May necessitate working in busy and loud environments.May be exposed to elements like cold, heat, dust, noise, and odor.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.
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 based on 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:Medical InsuranceVision InsuranceRetirement Planning (403b) & MatchingPaid HolidaysPaid Vacation DaysPaid Sick DaysEmployee Assistance Plans (EAP)TELUS HealthFlexible Spending Account (FSA)Basic Life / Accidental Death & Dismemberment (AD&D)Voluntary Short- and Long-Term DisabilityVoluntary Pet InsuranceDiscounts on Hotels, Theme Parks, Concerts, Movies, Restaurants & MoreThe People Concern University & Certificates
#J-18808-Ljbffr
Money Management SpecialistReports to:
Assistant DirectorDepartment:
Member ServicesLocation:
The Village: 527 Crocker St. Los Angeles, CA 90013Schedule:
Monday – Friday, 8:00 am – 4:30 pmStatus:
Full Time/non-management/non-exemptBenefits:
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:Ensure strict compliance with all relevant laws and regulations including agency accounting policies and procedures.Perform all duties pertaining to Money Management in a timely, professional, and organized manner, including:Daily disbursement at scheduled hours.Balancing.Data entry into QuickBooks.Process check requests and automatic deductions as needed and agreed.Process monthly account fees.Communicate account information with internal and outside agencies when needed.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.).Create and maintain a Money Management file for each enrolled program participant, which will include:Copies of the Money Management Agreement, Information Sheet, Benefit Assistance Referral (if applicable).Complete records of all checks disbursed and receipts received for purchases.Promote Money Management services by presenting program information to agency program participants.Assist and deliver information to staff related to SSA and Money Management forms and procedures.Prepare monthly program reports for Money Management services by the 5th of each month.Accurately document all program participant services rendered on a weekly basis by entering them in the database in a timely and accurate manner.
QUALIFICATIONS:High School diploma or GED; Bachelor’s degree preferred.Working knowledge of mental health and medical health terminology and abbreviations.Computer proficient, including familiarity with Outlook, Excel, Word, PowerPoint, and QuickBooks.Strong knowledge of the policies and procedures of the banking process.Valid CA Driver’s license, reliable car, auto insurance, and an acceptable driving record.Detail oriented with excellent time management, interpersonal, organizational, written, verbal, and follow-through skills.Able to learn quickly and work effectively with a wide range of constituencies and with minimal supervision.
PREFERRED QUALIFICATIONS:Experience working with homeless individuals, preferably those living with mental illness and/or substance addictions.Able to read medical charts and mental health records.
WORK ENVIRONMENT:Combination of field and office environment.Regularly required to walk or drive to different local sites throughout the day.Regularly required to sit, stand, bend and occasionally lift or carry up to 35 pounds.May necessitate working in busy and loud environments.May be exposed to elements like cold, heat, dust, noise, and odor.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.
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 based on 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:Medical InsuranceVision InsuranceRetirement Planning (403b) & MatchingPaid HolidaysPaid Vacation DaysPaid Sick DaysEmployee Assistance Plans (EAP)TELUS HealthFlexible Spending Account (FSA)Basic Life / Accidental Death & Dismemberment (AD&D)Voluntary Short- and Long-Term DisabilityVoluntary Pet InsuranceDiscounts on Hotels, Theme Parks, Concerts, Movies, Restaurants & MoreThe People Concern University & Certificates
#J-18808-Ljbffr