Financial Trustee - 5 months, full time

SUMMARY

Trusteeship is a legal term referring to holding assets for the benefit of another group. At PARC our voluntary trustee program is called Money Matters and supports the recovery journey for people with serious mental illness and / or substance use challenges by offering money management supports and opportunities to build personal financial literacy skills.

The successful candidate will have the ability to nurture supportive, trusting relationships and provide ongoing support to assist Members in achieving their financial goals.

When you join us as a Financial Trustee you will be working within a passionate social service organization that puts people first, values your expertise, invests in your future through professional development opportunities and offers robust benefits including a defined benefit pension plan.

Consider joining our team today and leverage your unique skills to positively impact the quality of life of PARC Members.

OPPORTUNITY

Reporting to the Manager, Member Programs and Services, the Financial Trustee. This unique team is focused on promoting independence and quality of life through the development of responsive, person-centered care plans that address the issue(s) most impacting the Member’s ability to maintain housing in the community.

The individual in this role will facilitate overall well-being and resilience by helping Members to better manage their money, pay bills on time and learn basic money management skills such as budgeting, how to use a bank / ATM and the use of credit and interest rates.

Advice, advocacy and professional support will be offered to manage a wide range of financial issues as they arise and to help Members cope with change.

These interactions will foster hope in the possibility of a recovery and will build stability and improved quality of life through a focus on individual growth, development, and financial independence.

When necessary, the Financial Trustee will facilitate referrals and warm connections to other services, both internal and external, to PARC.

RESPONSIBILITIES

• Completes intake assessment and determines eligibility for the Money Matters Program.
• Provides Member-led voluntary trusteeship services including but not limited to, person-centered financial goal setting, acquiring identification, obtaining bank accounts, rental and bill payment processing, support to access additional financial supports (OW / ODSP) and credit.
• Designs and hosts 1 : 1 training opportunities and group-based educational workshops to build financial literacy skills and promote independence.
• Completes standardized needs assessments using the Ontario Common Assessment of Need (OCAN) and may complete additional structured assessments as required.
• Develops strong, trusting, professional relationships that help Members to build solid relationships with landlords, creditors, service providers, banking institutions etc.
• Facilitates referrals, in consultation with the Member to other service providers and supports as appropriate.
• Maintains accurate and timely case note documentation and statistical reporting in Pirouette in alignment with organizational policy.
• Contributes to the development of policy and procedures related to financial accountability
• Oversees and manages the TTC, file room, binder system and archives.
• Contributes to a healthy, engaging, and safe workplace.
• Works collaboratively and effectively with a multi-disciplinary team to support the attainment of high work quality standards and performance expectations.
• Stays current with research and leading practices related to mental health, substance use, harm reduction, financial management, housing, and other relevant areas of practice to ensure effective and high-quality service delivery.
• Participates in relevant training and workshops to support professional development and skill building.
• Actively participates in program evaluation and continuous quality improvement initiatives to support alignment with best practice and published standards of care.
• Other duties as assigned.

QUALIFICATIONS

• A relevant undergraduate education in a professional discipline pertinent to the role function and / or an equivalent combination of education and relevant progressive experience, with a minimum of 3 years relevant progressive experience in direct service delivery to adults with serious mental illness / problematic substance use or in community-based setting.
• Demonstrated experience working / coaching individuals on management of personal finances and financial literacy
• Working knowledge of Revenue Canada requirements and processes related to taxes, benefits etc., and financial assistance programs such as Ontario Works (OW), Ontario Disability Support Program (ODSP), Canadian Pension Plan (CPP), Old Age Security (OAS).
• Proficient in financial bookkeeping and record-keeping processes.
• First Aid Certification (CPR-AED) in good standing is required, or willingness to attain.
• Highly developed interpersonal skills honed through experience in conflict resolution, crisis intervention / prevention, counseling, coaching and the ability to maintain appropriate professional boundaries.
• Ability to effectively communicate both written and orally with internal and external stakeholders
• Sound judgement and ability to handle matters of a confidential, political and / or sensitive nature with discretion and tact.
• Strong understanding of and commitment to working within community development, anti-oppression, and anti-racist frameworks, including current issues and trends and the role that community-based organizations contribute to local neighbourhoods.
• Knowledge of peer work and the value of peer contributions.
• Understanding and analysis of the systemic nature of oppression, particularly the intersection of race, gender, sexuality, and class.

Knowledge of, and experience in, the application of recovery principles, client-centered, harm reduction, trauma-informed and anti-oppression practices.

This position requires a commitment to and a passion for social justice.

• Sound knowledge of applicable legislation (Landlord Tenant Act, PHIPA, and Human Rights Code etc.)
• Must be able to use creative strategies to address systemic barriers / access to community resources and improve the quality of life of people served
• Good time management skills and the ability to prioritize workload as needed
• Familiar with professional standards of case notation, documentation, and assessment
• Proficient in all Microsoft Office applications (Excel, Word, and PowerPoint) and Smartsheet.
• Fluency in a second language is considered an asset
8 days ago