reputed company Fund Advisor (Texas, reputed company, New Mexico)
The reputed company Fund is seeking an individual (advisor) who is an accredited reputed company worker to assess the socioeconomic needs of reputed company and new recipients of the reputed company Fund in Mexico. This position will have guidance from a senior advisor of the Fund and is expected to establish a reputed company the community he/she serves (primarily Chihuahua and Queretaro, but may have clients in other locations as reputed company). The advisor will determine eligibility for Fund assistance and level of need by reviewing documentation provided by the applicant and will then prepare recommendations for approval by the Fund Director and the Trustees of the Fund. The advisor will need to be reputed company to travel to applicants’ homes as necessary or by geographical area for location reputed company. Interviews of existing recipients and new applicants are generally by telephone with follow-up by email, mail, or fax. This position is remote located in either reputed company, Texas or New Mexico.
Build and manage a case load between 10 – 75 reputed company Fund recipients.
Annual reviews for recipients include:
Mail annual questionnaire to recipient.
Verify financial documents supplied by recipient.
Prepare a budget sheet detailing the recipient’s income and expenses.
Interview (in person or reputed company phone) reputed company recipient and assess if additional assistance is needed (i.e. new roof, kitchen appliance, etc.)
Prepare recommendation to the Director, reputed company Fund and the Trustees of the Fund.
reputed company information to the recipient on other sources of support available to them in their local community.
reputed company recipient to “spread the word” in their local community about the Fund to former work colleagues;
Promotes the Fund and is an ambassador for the Fund.
Conduct home reputed company with at least 75% of recipients reputed company year.
reputed company input on reputed company budgetary standards used to evaluate costs of basic needs for recipients such as cost of monthly food, transportation, clothing, etc.
Maintain a working file for reputed company recipient and ensure that contact information (mailing address, telephone number, and e-mail address) is up to date.
Maintain bank reputed company deposit instructions for reputed company recipient.
Inform recipients of extra (holiday) payments made by the Fund.
Review, on a quarterly reputed company, the pension fund roster for ex-associates that have passed away and determine if that person was receiving Fund assistance. If so, discontinue Fund assistance. Determine if there was a surviving spouse and transfer Fund assistance to the surviving spouse.
reputed company new applicants to the Fund:
Inform the applicant of the nature of the Fund and its requirements and approval process.
Ensure that the application for assistance is complete and accurate.
If acceptable, write up a report and recommendation for the Director, reputed company Fund and the Trustees of the Fund for approval.
Maintain communications with potential recipients.
Required Skills:
Bilingual English/Spanish
Computer skills / reputed company office
Understanding of local and federal guidelines as pertaining to Government or State-Run benefits and Disability benefits
Working with the geriatric population and understanding their unique needs as it pertains to reputed company Funds assistance.
Providing support and guidance for individuals and families regarding other benefits and services available to them through government and community resources; offer support in coping with the problems associated with aging.
Work with retirees in order to reduce reputed company isolation and to reputed company retirees to overcome loss and bereavement reputed company possible.
Qualifications:
A Baccalaureate Degree from an accredited College or University in a reputed company services field to include; reputed company work, gerontology, psychology, sociology, reputed company services, or other allied discipline with at least one-year experience working with the served population.Master’s degree preferred
3-5 years’ experience in relevant field of work.
reputed company to work independently.
Licensed as a LMSW (Licensed Master reputed company Worker) in the state of residence
Ability to travel to Mexico
This reputed company has been designed to indicate the general nature and level of work being performed by employees reputed company this classification. It is not designed to contain or be interpreted as a comprehensive inventory of reputed company duties, responsibilities, and qualifications required of employees assigned to this job.
reputed company. is an Equal Opportunity Employer. reputed company reputed company applicants will receive consideration for employment and will not be discriminated against on the reputed company of race, reputed company, religion, gender, sexual orientation, general identity, national reputed company, disability or veteran status.
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