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About the Role

The Self Direction Coordinator (SDC) manages an individual’s financial account based on their approved Self Direction Plan/Budget. The SDC educates the circle of support on current regulations and policies, assists with questions regarding reimbursements, and explains fiscal procedures and required waiver documentation.

Responsibilities

• Manage an individual’s financial account for each participant based on their approved Self Direction Plan/Budget.
• Participate in all Life Plan meetings and educate the circle of support about current regulations and specific policy and procedures.
• Assist with questions regarding reimbursements, out-of-state trips, and staffing hours.
• Explain all fiscal procedures and required waiver documentation to the participant.
• Provide the Self Direction participant with copies of all written policies and procedures.
• Maintain current documents for each Self Direction participant, including ISP/LP, Self Direction Plan, Staff action plan, budget attachments, and Self Direction Monthly Summary Notes.
• Maintain all current billing documents for each Self Direction participant.
• Assure all payments are correctly processed in a timely manner.
• Rectify and process expenses needing more information.
• Serve as the main contact point for all questions and concerns for anyone supported by AIM for fiscal intermediary services.
• Participate as an active member of the individuals’ program team and Circle of Support.
• Ensure individual care and program implementation through schedule flexibility.
• Perform any other related duties as requested by supervisor.

Requirements

• Associate’s Degree in a Human Services Related Field with 2 years experience working with individuals with disabilities preferred; OR High School Degree with 4 years experience working with individuals with disabilities preferred.
• Program specific training (provided).
• Valid NYS Driver’s License acceptable to Agency Insurance standards.
• Maintain valid insurance and provide insurance card if using your own vehicle.
• Ability to exhibit/maintain a professional, kind, courteous and patient manner at all times.
• Must be able to lift a minimum of 50 pounds.
• Effective verbal and written communication skills.
• Reading and Math skills at a level to perform job duties.
• Demonstrated interest and ability to make possible the personal outcomes of individuals receiving services.
• Adherence to Agency policies and procedures.

Skills

• Communication skills
• Reading skills
• Math skills

Work Type

• Non-exempt

Education Level

• Associate’s Degree
• High School Degree