Perform tasks as assigned in the homes of older adults in an effort to maintain their independence in the community.
- Banking which includes making routine deposits and withdrawals, cashing benefit checks, purchasing money orders, writing personal checks, paying bills in person or by mail, balancing checkbooks and reconciling monthly checking account statements.
- Organizing and coordinating health insurance records including the completion of Medicare and other third-party payor claim forms for reimbursement of health care expenses.
- Assisting or acting as the client's appointed representative for maintaining public benefits (i.e. food banks, etc.).
- Applying for programs such as Homestead Exemption, Home Energy Assistance Program, Subsidized housing and prescription assistance.
- Assisting with business and personal correspondence including writing letters, purchasing stamps and delivering correspondence to the post office.
- Monitoring of mail received for bills that are due.
- Arranging appointments due to functional limitations.
- Completes and maintains all necessary documentation.
- Communicate any changes in client status or need to supervisor.
- Participaes in assuring compliance to all in-house, local, state and federal regulations.
- Participates in in-services, local conferences and workshops.
- Performs other relevant duties as necessary.
- Must be at least 18 years or older
- Must be able to pass a background check including a credit check.
- High-school graduate or completion of G.E.D., and have a minimum of two (2) years of verified work experience, preferably with public and health/welfare benefits programs, and community services.
- Graduate of a COA approved training course preferred
- If applicant has not graduated from a COA approved training course or does not have an associate’s or bachelor degree then applicant must be able to successfully complete forty (40) hours documented classroom training prior to client contact and pass the written competency or oral test with a minimum score of 70%
- Previous work with the elderly preferred
- Be able to understand the written activity plans, execute instructions, document services delivered, and for banking services, successfully demonstrate balancing a checkbook and basic mathematical written skills competency testing with a passing score of at least 70%.
- Able to work constructively as member of a departmental and agency team
- Be able to communicate with clients/families and access emergency service systems
- Be able to access transportation services required for task completion.
- Able to understand written directions and document services delivered
- Displays proven ability to perform mathematical/banking functions
- Verified education in completion of insurance forms and a working knowledge of finance and budgeting; will train if all other qualifications are met.
- This position requires walking, standing, and sitting. Position requires mobility either by car or via access to public transportation.