What are the responsibilities and job description for the Money Management Program Assistant position at LifePath Inc.?
Job Category
NON Exempt [X]
Part-Time - Benefits Eligible
$24 per hour/20 hrs per week
LifePath Job Description
Title: Program Assistant - Money Management
GENERAL DESCRIPTION
The Program Assistant for Money Management position and responsibilities include database maintenance, training volunteers, and serving as backup support to the Money Management Program Manager. Support follow-up and facilitation of matching volunteers to opportunities that suit their skills, volunteer recruitment and relationship cultivation and stewardship.
DUTIES & RESPONSIBILITIES
Manage volunteer databases, spreadsheets and reporting.- Responsible for volunteer relationship support and contributing to volunteer recognition and stewardship.
- Responsible for development and distribution of volunteer communications.
- Develop and maintain money management process protocols.
- Support preparations for annual program audit.
- Responsible for mailings, and other administrative support tasks.
- Maintain spreadsheets and online files.
- Utilize and maintain the volunteer NEON database for Money Management.
- Support the Money Management Program Advisory Board as requested.
- Develop internal staff connections to ensure that volunteers are informed about LifePath programs, events and other essential LifePath information.
- Provide courteous internal and external customer service & phone coverage.
- Attend meetings as required.
- Other duties as assigned.
- Participate as an active and engaged member of LifePath’s work culture and community.
SUPERVISION
The Program Assistant for Money Management reports to the Program Manager for Money Management.
QUALIFICATIONS
Bachelor's Degree preferred- Experience with volunteers
- Proficiency in Microsoft Office or Google Suite and QuickBooks database.
- Excellent communication and interpersonal skills
- Able to develop positive collaborative relationships and contribute to team activities
- Detail oriented with excellent organization skills
ESSENTIAL FUNCTIONS
Physical
Visual, speaking, auditory and mobile capacity necessary:
Capacity to see computer screens, read written material, and drive a car.
Capacity to hear and speak on the telephone.
Capacity to communicate verbally with consumers, caregivers, supervisors and managers.
Capacity for fine manipulation in the frequent use of office equipment such as computers, copy machines, fax machines, telephones, calculators, etc.
Capacity to drive in all weather conditions to visit consumers in their homes
Capacity to navigate uneven terrain in all weather conditions to visit consumers in their homes
Capacity to climb stairs
Ability to sit or stand for extended periods of time.
Occasional reaching and grabbing objects with both hands, twisting of hand and wrist, and pushing and pulling of objects.
Occasional bending, squatting, and twisting to perform work functions.
Occasional capacity to lift up to 25 pounds.
Mental
Ability to understand and/or interpret complicated program instructions and laws.
Capacity to learn complicated computer software
Capacity to deal rationally and calmly with varying personalities
Capacity to work well in a fast paced, rapidly changing environment.
Environmental
Work is split between indoor office work & traveling outdoors to meetings, training & other sites.
Must be able to tolerate odors and pollutants including but not limited to smoke, air fresheners, pet dander, personal odors, etc. from a variety of in-home conditions.
Must be able to tolerate by-products of office machine operation.
Must be able to tolerate heat and cold of seasonal changes and indoor temperatures.
Salary : $24
