The Daily Money Manager (DMM) provides ongoing direct service to clients who are disabled or elderly by making visits to the client’s home on a regular basis. Services meet a continuum of needs from organizing and keeping track of financial and medical insurance papers, to assisting with check writing and maintaining bank accounts. The purpose of providing this service is to enable clients to prolong an independent way of life with minimum intervention.
Daily Money Management services include:
Creating paper and digital financial file systems
Setting up Quicken or Quickbooks
Paying bills from a designated account*
Preparing and delivering bank deposits
Producing cash flow reports
Establishing budgets and spending plans
Resolving creditor disputes
Organizing tax documents and other paperwork.
Investment and insurance reviews
Keeping track of assets
Coordinating with other financial professionals (accountants, financial planners, etc.)
*The DMM is not expected or authorized to sign checks or manage any other assets except for the designated checking account.
Provides services primarily in the home, but may also provide services in the office, in a hospital, in a residential facility such as independent living, assisted living, skilled nursing, or in other locations.
Conducts an initial client interview and completes client information sheet with monthly income and expense information, asset information, and contact information for other financial professionals as well as an emergency contact.
Visits clients monthly (at a minimum) at a pre-determined, mutually convenient time.
Completes and submits a monthly report to the Program Director for each client.
Communicates safety or health issues identified during a visit to the Program Director.
Completes a review of client files periodically and at discharge to ensure files are current and contain all required information.
Completes all required paperwork in a timely manner.
Records all time spent on client-related tasks, including travel time, in the agency’s information system.
Responds to medical emergencies and performs CPR/AED and First Aid.
BA, BS or BBA or similar degree in Accounting, Finance or applicable field.
At least one year of experience in providing Daily Money Management or similar services, preferred.
Advanced knowledge and experience developing and managing small business and household budgets.
Experience managing and accuracy in maintaining financial records.
Passion for working with and serving older adults.
Knowledge of the aging process and chronic disorders including Alzheimer’s disease and other dementias, preferred.
Experience working with clients at home in the community, preferred.
Patience and tactfulness; ability to work cooperatively with a wide variety of individuals, including people with significant physical and mental impairments and varying socioeconomic backgrounds; ability to persist when dealing with government or community agencies.
Ability to build relationships working with clients, family members, colleagues, community members and other stakeholders.
Ability to work well as part of a team, as well as be a self-starter and work independently in the field.
Sensitivity to cultural diversity.
Strong written and verbal communication skills.
Knowledge of HIPAA privacy rules and ability to maintain records and information accordingly.
Ability to make independent decisions when such action is warranted.
Availability to occasionally provide services outside of the normal business hours of 9am-5pm.
Knowledge of basic computer programs including the Microsoft Office suite of programs.
Ability to use current mobile technology such as smartphone and tablet/laptop to enhance communication and to access the agency’s information system and resources from remote locations in order to provide services more efficiently and effectively.
Current CPR/First Aid, or willingness/ability to become certified.
Current driver’s license, current insurance and access to a reliable vehicle required.
Free of communicable diseases as determined by an annual TB test.
About North Shore Senior Center
As a nonprofit, 501(c)(3) organization, our highest priority is you. Our work is driven by our love of serving seniors and not by monetary profit.
We Dreamed It
Since our founding in 1956, North Shore Senior Center has partnered with older adults to redefine the process of aging. We imagined a social community for seniors -- one defined by friendships, volunteerism, clubs and new experiences. We didn't know what it would look like, but we knew that creativity, enthusiasm and knowledge would be its foundation.
You Helped Us Build It
Today, thanks to the collective efforts of our members, staff, volunteers and friends, the North Shore Senior Center community we imagined is a reality. Whether you visit us to take a class, enjoy a concert, or exercise in our Fitness Center, you can experience its benefits.
We also imagined that our community could extend beyond the walls of our brick-and-mortar buildings. It was important that older adults who were isolated due to physical, emotional or financial issues could participate as well. It was equally important that North Shore Senior Center could help those who needed assistance with Medicare, income t...axes, caregiving concerns and issues relating to Alzheimer's disease and memory loss.
To ensure that all the pieces we imagined fit together perfectly, we strengthened our community with the passion of volunteers and the commitment of our partners in local businesses and government.
We invite you to visit us, join us, and help us imagine what "aging" will look like in the years ahead. We think it's going to be inspirational!
Accreditations and Partners
North Shore Senior Center was worked with older adults and their families since our founding in 1956. The National Institute of Senior Centers and CARF have accredited us as meeting the highest standards for our industry. We also partner with many organizations, including OASIS and Age Options.