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Engagement And Outreach Coordinator

Lifespan • Rochester, NY • 3h ago

Rochester, NY (http://maps.google.com/maps?q=1900+South+Clinton+Ave+Rochester+NY+USA+14618)

Description

Status: full-time (37.5 hours per week), non-exempt

Hourly Rate:Up to $23.00 per hour

SUMMARY

Want to join an award-winning team? Want to take on meaningful work and make a positive difference in the lives of older adults? Lifespan is a trusted mission- driven, regional nonprofit dedicated to helping older adults take on the challenges and opportunities of longer life. We are a great place to work where staff can grow professionally in a supportive and inclusive environment.

The primary responsibility of the Engagement Coordinator is client and volunteer recruitment for the Financial Services programs. The Engagement Coordinator is charged with cultivating meaningful relationships and building a professional network of allied professionals and potential referral sources. Promote awareness and deliver education to professionals and the public regarding Financial Management. Foster engagement among community members and volunteers to support diverse agency initiatives. The position requires the talent of a person who is comfortable and willing to travel within Monroe County and the greater Finger Lakes region. This position is suited best for someone who enjoys working on a team and who also thrives working independently. There are no after-hours or on-call responsibilities with this position and requests for hybrid work schedules are considered after successful completion of the probationary period.

Engagement & Outreach

Develop and implement a recruitment strategy for Financial Services clients: POA and non POA clients served.

Develop and implement a recruitment strategy for Financial Services volunteer recruitment activities.

Field calls from prospective clients and referral sources.

Provide education and outreach on financial topics and programs targeting both urban and rural senior centers, community and faith-based organizations, volunteer organizations, and other opportunities.

Identify engagement opportunities, steward relationships for client & volunteer acquisition.

May carry a small caseload- POA clients

General Administration

Provides on-going updates and monthly reports to FCM, FVM Program Directors and Division Leader.

Maintain referral log and new client enrollment tracking mechanism.

Educate client prospects and institutions on Lifespan POA and service agreements.

Facilitate client enrollment including all sign on documentation and files.

Maintain client stand by files and conduct annual follow-up.

Other duties as assigned by supervisor.

Requirements

QUALIFICATIONS

Education:Bachelor's Degree.

Experience:Two years of experience in financial services industry. Working knowledge of community resources.

PHYSICAL AND MENTAL REQUIREMENTS

85% of work is done in the community, 15% of work is performed in an office setting at a workstation.

Interaction with financial professionals, healthcare administrators and Elder Law Attorneys.

Interpersonal, analytical, communication, organizational and problem-solving skills.

Comfort with telephone usage and conversations. Comfort managing incoming and outgoing calls.

Ability to travel by car. Must have reliable transportation and valid driver's license.

Interface with all levels of personnel and with staff from other organizations.

Ability to maintain composure under strict deadlines and difficult situations.

Strong verbal, written and telephone communication skills are required.

Computer skills: Word, Excel, Outlook, Office 365, web research, PowerPoint design,

Ability to perform work at a desk or at a personal computer station.

Standing is sometimes involved during group facilitation and professional training sessions.

Ability to work in multi-cultural environments.

Ability to meet with clients in their home environment

Handling tasks such as lifting files and related materials.

Normal daily walking and sitting.

Notary Certification within 12 months

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