The Statewide Coordinator is responsible for the oversight of all aspects of the Money Management Program to all local sites, statewide and ensuring compliance with program regulations and guidelines.

Responsibilities:

• Serve as principal source of information on established program policies and instructions and advise Money Management Program staff.
• Work in conjunction with that state agency (Executive Office of Elder Affairs (EOEA)) regarding policy updates, audit tools, survey materials, etc. to ensure consistency among all programs.
• Provide onboarding training and assistance to local sites as Money Management Program staff are hired.
• Provide 1:1 support to each program monthly to allow an opportunity to share concerns, field questions, review volunteer training and share best practices.
• Provide support and training for statewide staff through quarterly program meetings. Three of these meetings may be conducted in person or virtually, with at least one being held in person with EOEA staff. The goal of these meetings is to provide all local programs with resources, information and an opportunity to share information with one another.
• In collaboration with EOEA, develop training curricula and contracting with other entities to provide additional training for local program site staff and volunteers.
• Collect and maintain all data and program statistics collected from local sites monthly. Share the statistics with the network and EOEA monthly.
• Provide reports concerning the operation of all program sites, use of volunteers and overall status of the program to Elder Affairs and Mass Home Care as requested or needed.
• Oversee the financial monitoring system for all Money Management Program client funds to ensure compliance with program guidelines as established in conjunction with EOEA.
• Conduct in-person statewide site audits and ensure that each site is reviewed a minimum of once every two (2) years. All audit results must be shared with the local program and EOEA following the completion of the audit.
• Represent the host agency Money Management Program at appropriate meetings as requested.
• Keep up to date on statewide issues affecting older adults and adults with disabilities and share information with program staff.
• Conduct outreach at a broader level to promote the statewide program, volunteer recruitment, and increase awareness and prevention of financial exploitation. Outreach includes, but is not limited to, local banks, social media, website updates, volunteer advertisements, COAs, housing authorities and conferences and should be done in partnership with the local program. Outreach report to be submitted monthly to CPO and EOEA.
• Create, manage and organize all program documents and files electronically and track program changes and updates.
• Maintain the statewide Money Management Program website with updates and current information, in collaboration with local programs and the AgeInfo resource.

Essential Functions/Qualifications:

• Minimum education requirement of a bachelor’s degree in human services or a related field (i.e. business, finance, etc.) preferred.
• Two (2) years’ experience working in a related field.
• Strong organizational skills, able to manage multiple tasks.
• Regular and reliable attendance.
• Ability to communicate with clients, co-workers, outside organizations and the public either in person, telephonically or virtually.
• Excellent written and oral presentation skills.
• Financial management experience or awareness, and knowledge of auditing processes.
• Computer acuity including experience with WordPress, SharePoint, Excel and social media.
• Marketing and networking experience preferred but not required.
• Strong training and group presentation skills, both in-person and virtually.
• Ability to manage and supervise others.
• Reliable transportation and ability to travel throughout Massachusetts.
• Represent the statewide program in a professional manner.