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Money Manager, part-time

Company: Health Projects Center
Location: Santa Cruz
Posted on: November 25, 2022

Job Description:

Position: Money Manager, part-time

Position Objective: To assist low-income older adults with managing basic personal finances; including creating sustainable monthly budgets, providing financial advocacy and education, and managing client paperwork and Online billing needs.

Reports to: Supervising Care Manager

Status: Non-exempt Requirements: Must pass a background check. Must submit proof of COVID-19 vaccination status.

Duties and Responsibilities: The goal of the program is to support older adults with health issues to stay safely at home. The money manager will meet with clients in their homes (throughout Santa Cruz and Monterey counties) to provide a variety of money management tasks. The Money Manager will work closely with the client's MSSP care manager and other money managers to provide the best service possible. The money manager is responsible for attending a monthly Money Management Team meeting, updating monthly financial invoices documenting billable client hours, and submitting those documents to the Finance Department in a timely manner.

Bilingual in Spanish/English preferred but not required.

The Money Manager may assist with:

--- Balancing checkbook

--- Reconciling checkbook register with bank statement(s)

--- Keeping track of monthly bills and preparing checks for payment

--- Preparing a monthly budget with the direct input of the client

--- Making phone calls related to accounts and providing advocacy and assistance as needed

--- Preparing cashless deposits

--- Identifying financial assistance programs and assisting with the application process

--- Organizing mail and other documents that are finance related--- Provide education and support to encourage healthy spending habits

Job Type: Part-time

Pay: $22.00 - $24.00 per hour

Physical setting:
* Office
* Monday to Friday

Ability to commute/relocate:
* Santa Cruz, CA 95062: Reliably commute or planning to relocate before starting work (Required)

* Financial concepts: 1 year (Required)

Work Location: Hybrid remote in Santa Cruz, CA 95062%58047475%

Keywords: Health Projects Center, Santa Cruz , Money Manager, part-time, Executive , Santa Cruz, California

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