Moneywise 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.

Job Description:

Position Purpose summary:   

The purpose of the expectation task list is to identify and clarify what management expects from the incumbent.  This task list indicates the general nature and level of work expected of the incumbent and is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities.  The following expectations and tasks will be part of the annual performance appraisals; merit increases will be based on the level of performance in each of the following areas.  Other job related duties may be assigned by the employer.

Expectations may change year to year and both parties should use the annual performance appraisal to determine realistic and equitable goals and outcomes for the upcoming performance year.

To assist singles and families with history of chronic homelessness due to poor money management knowledge and skills. Moneywise Caseworkers will provide support in acquiring money management skills through financial literacy, budget coaching and establishing an individualized service financial plan while providing advocacy and referrals to appropriate social services available in the community.

Accountabilities:

Client Services

• Accept external, internal and self referrals for those who require money management support and complete an intake process to determine if Moneywise trusteeship fits client’s service needs
• Complete an individual goal setting meeting with each client and develop a customized service plan focusing on financial goals, teaching financial literacy and graduation
• Support the client in attaining financial independence through ongoing  budget coaching
• Educate clients, based on their needs, of appropriate services available to them in the community as well as at Ottawa Booth Centre
• Advocate and negotiate with creditors and/or other community service providers for repayment plans or program support as required for each client
• Ensure all bills and repayments are processed according to monthly budget plan
• Complete ongoing review of each client’s financial status to determine financial independence
• Prepare and participate in weekly client allowance distribution

Program Development and Review 

• Assists with analyzing operational data to evaluate program effectiveness
• When necessary, participate in developing program revisions
• Networks with community partners, including other Salvation Army units, who are referral agencies and/or sources of assistance for clients
• Develop and present presentations to inform community partners of details of the program
• Develop workshops design for clients focusing on financial literacy, community service integration and basic life skills
• participate in committees and outreach opportunities focused on financial literacy and services

Administration

• Works with accounting support staff to ensure accurate client trustee records
• Maintains complete, accurate and up to date documentation in case files, including all case notes, documentations and correspondences
• Obtains appropriate documentation and signed release forms as required under the Privacy Act legislations (latest revision)
• Maintains accurate and up to date statistics;
• Prepares operational reports as requested by management

CRITICAL RELATIONSHIP MANAGEMENT

GovernanceBoards and Councils: None

Internal:

• Works as part of the Accounting department
• Works collaboratively with the Community and Family Services Team

External:

• Meets to discuss program with program funders
• Works collaboratively with community partners related to housing and financial literacy

MANAGERIAL/Technical Leadership RESPONSIBILITY:  

• Director of Programs

FINANCIAL AND MATERIALS MANAGEMENT: 

• Disbursement of clients weekly, biweekly or monthly cash allowance
• Responsible for ensuring clients outstanding and ongoing bill payments are made according to their individual budget service plan

WORKING CONDITIONS: 

• May deal with angry and abusive clients
• May encounter verbal abuse

The above responsibilities must be discharged in accordance with The Salvation Army’s Mission Statement, in a professional manner, exemplifying Christian standards of conduct.

Education, Qualifications and Certifications: 

• Completed relevant community college/university education in social services, financial/accounting services or related disciplines

 Experience and Skilled Knowledge Requirements 

• Knowledge about various social income and benefit providers such as OW, ODSP, OTB, GST, CPP, OAS, CCTB and work related salary
• Minimum two years’ experience working with basic financial, money handling, and/or reconciliation of money transactions
• Minimum two years’ experience working with a disadvantaged clientele
• Experience with identifying and assessing needs and developing service plans
• Experience in setting up and administering trusteeships, including budget preparation, budget coaching, negotiation, and monitoring

Skills and Capabilities (examples provided below):

• Strong negotiating and advocating skill
• Strong writing skills for documentation and correspondence
• Strong computer skills including a working knowledge of Microsoft Office, specifically Word, Excel and PowerPoint
• Bilingualism (English and French) is an asset

Additional requirements:

• Valid “G” driver’s license and clean abstract
• A current clear police background check for the vulnerable sector

Compensation:

The target hiring range for this position is $24.47 to $30.59 with a maximum of $36.71.

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 [email protected] if you have a need for any accommodation and we will be pleased to discuss this with you.