Money Management Bill Payer

All Money Management Volunteers are expected to:

• Complete initial orientation/training and attend periodic meetings and in-service training

programs for volunteers.

• Notify Money Management Program Associates, in a timely manner, about any problems relating to

the consumer or any planned absences from the program.

• Notify/report possible elder abuse and/or neglect to Money Management Associates.
• Patiently and tactfully advocate for consumers with credit card companies, banks, and other financial institutions.
• Submit monthly reports and bank statements to Money Management Associates.
• Periodically obtain cash from consumer’s preferred bank and submit Money Management-appropriate documentation.

Money Management Volunteer Roles

Bill Pay

Visit consumers in their homes to assist with the preparation of checks from a designated account to pay monthly bills and balancing the checkbook in accordance with Mystic Valley Aging Services’ standard operating procedures and Massachusetts Money Management Program guidelines.

Budgeting and Financial Organization

Visit consumers in their homes to assist with building and following a budget, lowering unnecessary monthly costs, and organizing finances into a system that consumer is comfortable with.

Money Management Admin Support

Supporting the Money Management Program in office with mail, data entry, and phone calls.

Quarterly Audits

Supporting the Money Management Program in quarterly file reviews, data retrieval, and assessing areas of quality improvement.

Qualifications:

• General knowledge of household budgeting and daily money management
• Accuracy in maintaining financial records
• A commitment to confidentiality
• Previous experience with older adults and adults with disabilities helpful
• Patience, tactfulness, and an ability to work cooperatively with a wide variety of individuals
• Ability to persist when dealing with government or community agencies
• Ability to travel to consumer’s residence, hospital, and/or rehab facility