Money Management Assistant

OVERVIEW: 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. SCHEDULE: Full-Time, 40 hours per week. SHIFT: Day Shift ESSENTIAL DUTIES AND RESPONSIBILITIES 1.…