Role OverviewThe Financial Case Manager is responsible for holistically assessing financial needs and assisting older adults in managing their financial affairs and maintaining personal independence. This role involves general management of financial affairs, including bill paying and helping plan and maintain long-term financial security of clients.
What You Will Do
The case manager will assess and investigate financial situations, determine and plan appropriate actions, provide bill paying and budgeting services, assist with financial decision-making, and provide referrals to other community resources.
Why It Might Be a Fit
The ideal candidate will have strong financial acumen, a working knowledge of community resources, and expertise in Medicaid and other benefit progress. Prior experience working with and advocating for older adults is preferred.
Requirements
- Associate in applied sciences required
- 2 years' banking or financial services experience required
- Strong financial acumen and a working knowledge of community resources
- Expertise in MEDICAID and other benefit progress preferred
- Prior experience working with and advocating for older adults preferred
Benefits
- Vacation (21 days)
- Sick (10 days)
- Personal Time (3 Days)
- Holidays (11)
- Medical Insurance (3 options)
- Dental Insurance (2 options)
- Vision (2 options)
- Flexible Spending Account
- Health Savings Account with company contribution
- 403(b) Retirement Program
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