Money Management Case Worker

Who We Are

For more than 130 years, The Salvation Army has served people in need in communities across Canada and Bermuda. Building on our roots as a world-wide Christian church, each year we help more than 2 million people, providing necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks of life - there is a place for everyone to belong here.

Mission Statement

The Salvation Army exists to share the love of Jesus Christ, meet human needs and be a transforming influence in the communities of our world.

POSITION PURPOSE SUMMARY

The Money Management Caseworker will provide casework support to individuals on the Budget Management Program in accordance with contract obligations, policies and procedures, The Salvation Army’s mission, values, and standards. The primary responsibility of the caseworker is to work alongside clients to develop independent money management skills.

ACCOUNTABILITIES

1. Casework

• The position of trustee caseworker is designed to help foster growth in clients both with life skills as well as money management. The caseworker will be expected to work both one-on-one with clients in an office setting, as well as provide group support and workshops surrounding relevant topics.
• The caseworker will be assigned caseload by the Ministry of Social Services Tier One Trustee clients. These clients are being placed onto the Budget Management Program with the expectation that they will build life skills that will lead to both financial and personal growth and independence.
• Managing an assigned caseload; Complete client intakes / discharges and establish and maintain productive communication with clients and maintain case files to include all required supporting documentation related to each client.
• In cooperation with the client prepare a monthly budget plan to assist them with setting financial goals, development milestones, ensure their income assistance benefits are disbursed in a way that best meets their basic needs. Work with client to help them achieve their maximum possible level of independence.
• Conduct Individual sessions with clients, keeping records as to the nature of each session including discussion with Social Workers.
• Maintain regular communication with clients to discuss how the budget is going and build life skills. Work with the client to develop skills for reaching independence.
• Connect clients with internal and external agencies and work alongside them to provide the client with the best possible care.
• Maintain accurate, comprehensive, and current file records including income and expenses as well as funds issued, in an organized fashion.
• Prepare necessary forms for clients – OAP, CPP Benefits, etc.
• Participate in the cheque distribution and preparation for bills, expenses, personal allotments
• Maintain the client management database with all required information
• Prepare and facilitate relevant Budget management seminars or group education opportunities for clients
• Assist clients when needed with finding accommodations, food, mediate with creditors or other assistance as it relates to the strong financial health of the clients
• Participate in department staff meetings and strategic planning to ensure programming and goals reflect clients’ needs as these may evolve or change
• Connecting client to Salvation Army supports to provide optimal level of care to clients (i.e., Pathways of Hope Worker, Addictions Counsellor, Pastor).
• Help client with underlying barriers that might be leading to money mismanagement (including social wellbeing, mental wellbeing, physical health as well as spiritual wellbeing).
• Upholds the mission and values of The Salvation Army in all aspect of required tasks

2. Administration

• Complete monthly spreadsheet provided by Social Services to track progress and achievements of clients.
• Keep detail record of case notes on client files.
• Support administration staff in creating accurate budget for client.
• Monitor and maintain client expenditures ensuring strong internal control practices
• Maintenance and controls for all current / past client records
• Assist in preparing cheque requests and email to THQ as required
• Assist with administrative duties, including but not limited to; answering phones, greeting clients, payables and receivables and data management
• Answer phone calls/emails regarding client questions and concerns (both caseworker and administrative worker will be responsible for cc’ing each other in all emails to ensure teamwork and congruent information between both parties).
• Maintain regular contact with Ministry of Social Services Income Assistance worker regarding client’s finances and case work.
• Support administrative staff with daily mail as well as monthly accounting reports due for trustee clients, requesting cheques, administering cheques, recording income, sorting cheques and communicating with Social Assistance regarding balances received.
• Caseworker will be responsible for assisting front desk staff hand out cheques on beginning of month and assisting clients at front desk when need be.
• Track statistical information as required

CRITICAL RELATIONSHIP MANAGEMENT

Governance Boards and Councils: None

Internal: Provincial Money Management Supervisor, Ministry Unit Staff

External: Clients and their families, government agencies and local community support services

MANAGERIAL/TECHNICAL LEADERSHIP RESPONSIBILITY

• Reports directly to the ED/Corps Officer
• The Caseworker coordinates work cross-departmentally to ensure comprehensive services are available to clients.

FINANCIAL AND MATERIALS MANAGEMENT

• This role does not have any financial or budgetary accountabilities and all approved eligible personal travel expenses are reimbursed
• Provide input on the budget process and manage the Community & Family Services Budget in cooperation with the Community & Family Services Director / Corp Officer.

WORKING CONDITIONS

• Time commonly spent in office environments in generally agreeable conditions, in service and administration areas of social service centres, or in corps settings
• This position provides direct service to the community and will support people from a diverse range of backgrounds and histories
• Infrequent local travel between ministry units/corps and to community service provider locations.

The above responsibilities must be performed in keeping with The Salvation Army’s Mission, Vision and Values, in a professional manner, upholding our code of conduct.

EDUCATION AND EXPERIENCE QUALIFICATIONS

• Completion of a formal post-secondary/college program of two academic years
• A combination of experience and education deemed equivalent may be considered

Experience and Skilled Knowledge Requirements

• Two years but less than three years of related experience
• Previous experience in social services/mental health setting
• Have experience with program facilitation, administrative duties, and program development
• Experience performing administrative tasks
• Experience with community development considered an asset
• Current First Aid/CPR
• Valid Criminal Record and Vulnerable Services Check
• Driver’s License and Clean Driver’s Abstract

Skills and Capabilities

• Display competence in developing and maintaining appropriate client relationships and interagency relations
• Excellent organizational, interpersonal and communication skills (written and oral)
• A team player; ability to work in a compassionate, respectful, and non-judgmental manner
• Proficient in Microsoft Office and video conferencing applications (i.e., Microsoft Teams and Zoom)
• Ability to enter data and perform statistical analysis efficiently and accurately
• Ability to work collaboratively in a team environment and independently when required providing necessary information and documentation, if necessary
• Detail oriented skills and ability to juggle multiple cases
• High standards of integrity, judgment and confidentiality and an ability to model the values and standards of The Salvation Army
• Ability to deal effectively with the public, government, business leaders and professionals
• Strong commitment to and ability to clearly articulate the mission statement, values and beliefs of The Salvation Army

Compensation

The target hiring range for this position is $21.96 to $27.45 with a maximum of $32.94.

Placement in the salary range will be based on factors such as market conditions, internal equity, and candidate experience, skills, and qualifications relevant to the role.

The Salvation Army will provide reasonable accommodation upon request. Please email View email address on ca.workus.org if you have a need for any accommodation and we will be pleased to discuss this with you.