Description

JOB TITLE: Guardianship Case Manager

DEPARTMENT: Financial Services

PROGRAM: Guardianship

SUPERVISOR: Division Leader – Financial Services

STATUS: Non-exempt, full-time 37.5 hours weekly

HOURLY Rate: $21.50 to $22.50

SUMMARY

Come join us as we take on the challenges and opportunities of longer life by safeguarding vulnerable older adults from abuse. Our Lifespan Guardianship program provides a mechanism for personal and financial decision making for older adults who no longer have capacity and the adult lacks a trusted ally to make decisions on their behalf. Under general direction, this position is responsible for providing case management and guardianship services to vulnerable adults age 60 and older for whom Lifespan has been either appointed by the court as the legal guardian or the Monroe County Department of Human Services Commissioner (through Adult Protective Services) has been appointed as legal guardian. 

This active, direct service position is responsible for working with Lifespan’s Guardianship Program team to make personal and financial decisions on behalf of assigned clients; the case manager typically carries a caseload of between 20-25 clients. Responsibilities of this position include a minimum of four visits during a calendar year and monthly visits when MCDHS/APS is the appointed guardian. Service meetings occur within the client’s home, during medical practice office visits, at hospitals and skilled nursing facilities and rehabilitation centers and other community establishments. The case manager conducts virtual and telephonic contact with clients, family members and third parties. The case manager may be required to appear in court, provide crisis intervention as needed, and is responsible for emergency after- hours on-call rotation.

DUTIES AND RESPONSIBILITIES

1.0 Provide Guardianship case management to ensure clients are served properly.

1.1 Provide Guardianship care management services in accordance with National Guardianship Association standards, court appointment orders, Lifespan policy and procedures and ethical decision-making standards which support client autonomy and independence to the greatest extent possible.

1.2 Prepare and compile comprehensive personal court reports, activity reports, and monthly summary reports. collect data and statistics as required. Coordinate and act on behalf of incapacitated individuals in daily personal needs management and decision- making. 

1.3 Conduct intake interview.

1.4 Assess client needs and wishes 

1.5 Develop action plan that will assist clients in maintaining quality of life and safety within least restrictive setting first.

1.6 Complete social history 

1.7 Refer to community services 

1.8 Coordinate client services.

1.9 Monitor client services 

1.10 Reassess client needs and revises plans as needed.

1.11 Conduct home and facility visits.

1.12 Advocate with health care facilities and other institutions on behalf of client.

1.13 Meet regularly with the Lifespan Guardianship team to review cases and make team decisions about care plans for clients. 

1.14 Consult with the Lifespan Ethics Committee in complex cases as needed.

1.15 Appropriately bill clients for services rendered.

1.16 Maintain and manage all records and reports to ensure accuracy and compliance with policies and procedures.

2.0 Maintains up to date professional knowledge of the community services entitlement benefits, and competencies.

2.1 Participate in all Lifespan staff meetings and training courses as appropriate.

2.2 Participate in National Guardianship Association (NGA)-sponsored training as well as other training related to the role if legal guardian.

3.0 Other Duties as assigned 

Requirements

QUALIFICATIONS

EDUCATION: Bachelor’s degree in social work, Human Services or equivalent

EXPERIENCE: Three years of experience in social work or related field required. Knowledge of aging services, community resources and service system navigation preferred. 

PHYSICAL AND MENTAL REQUIREMENTS

· 80% of the work is community based: must be able to meet with individuals in their home environment and in a variety of community settings including hospital and nursing home environments.

· 20% of the work is performed at a desk or workstation 

· Must be able to work in an open office environment 

· Must demonstrate verbal, written, organizational and leadership skills 

· Must be able to maintain composure under difficult and challenging situations

· Must be able to work in multi-cultural situations 

· Must have valid NYS driver license and reliable transportation 

· Must demonstrate working knowledge of Excel, Access, Word, Outlook, Internet web-based programs and web applications 

· Normal daily walking and sitting. 

· Frequent computer usage.

· Some lifting (files, etc.) <20 lbs.

Lifespan offers great benefits including:

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) Program

Pension contribution after one year of service

Hybrid Work Schedule may be available after successfully completing the probationary period

If working less than 37.5 hours, accrued time is pro-rated.

Salary/Hourly Rate

Multiple factors will be considered for salary/hourly determination including, years of relevant service, skills required, education, and internal equity, 

Lifespan is an equal opportunity employer and, as such, affirms in policy and practice to recruit, hire, train, and promote, in all job classifications, without regard to race, religion, color, national origin, citizenship, sex, age, veteran status, disability, genetic information, gender identity/expression or any other protected characteristic. Lifespan will not discriminate against persons because of their disability, including disabled veterans, and will make reasonable accommodations for known physical and mental limitations of qualified employees and applicants with disabilities. 

Deadline to Apply: Open until Filled