Wealth Management Specialist jobs in Helena, MT

Summary/Objective

The Case Manager Support Specialist is responsible for assisting with the Supportive Services of Veteran Families (SSVF) Service Coordinators and a referral source to other agencies.

Essential Functions

• Assisting potential clients through the admissions process to include enrollment into the program
• Provide referrals to other agencies and resources to ineligible persons
• Assist Service Coordinators in obtaining and reporting necessary program documentation
• Assist Service Coordinators in client contact, particular in Emergency Housing Assistance
• Participate in coordinated entry and continuum of care coordination activities with other supporting agencies at the state/municipality level.
• Other duties as assigned.

Competencies

• Effective communicator, both written and oral
• Calm under pressure and in crisis
• Ability to stay organized and meet tight deadlines with competing priorities
• Ability to interact with persons from a variety of social, economic, educational, and cultural backgrounds
• Ability to effectively work with a variety of computer software programs, including Microsoft Word, Excel, Outlook, HMIS, and desktop publishing
• Communication proficiency and effective communication skills, both oral and written, with co-workers, potential clients, and referral sources in-person and telephone, email, video, and fax.
• Continuous demonstration of behaviors aligned with a posture of servant leadership and our cultural values

Supervisory Responsibility

This position has no direct supervisory responsibilities but does serve as a coach and mentor for other positions in the organization.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as laptops, photocopiers, and smartphones.

Physical Demands

The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to talk or hear. This job's specific vision abilities include close vision and the ability to adjust focus. This would require the ability to bend or stoop as necessary. This position must be mobile throughout the facility and work on a computer for periods.

Position Type/Expected Hours of Work

This is a full-time position; work hours are generally 8:00 5:00 Monday through Friday.

Travel

Some travel to other offices if needed is expected for this position.

Required Education, Experience, or Eligibility Qualifications

• Associate degree in business plus two (2) years of business, customer service, human service, or relevant experience

or

• High school diploma or equivalent plus a minimum of three to four (3-4) years of business, customer service, human service, or relevant experience

• Proficient with a variety of computer software programs, including but not limited to Microsoft Suite and electronic databases

Preferred Education and Experience

• Associate degree in business plus two (2) years of related work experience
• Prior case management experience in social work and/or behavioral health

EEO Statement

Volunteers of America Northern Rockies is committed to equal opportunity for all, without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristics. Volunteers of America Northern Rockies will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation would impose an undue hardship on the operation of our business. If you are interested in applying for an employment opportunity and feel you need a reasonable accommodation pursuant to the ADA, please contact us at 307-672-0475.