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About the Role

The Self Direction Coordinator (SDC) manages individual financial accounts based on approved Self Direction Plans/Budgets. The SDC educates the support circle on regulations and policies, explains fiscal procedures, and maintains essential participant documents. This role serves as the primary contact for fiscal intermediary services.

Responsibilities

• Manage individual financial accounts based on approved Self Direction Plans/Budgets.
• Participate in all Life Plan meetings and educate the circle of support about current regulations and specific policy and procedure.
• Explain all fiscal procedures and required waiver documentation to the participant.
• Provide participants 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 Monthly Summary Notes.
• Maintain all current billing documents for each Self Direction participant.
• Ensure 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.
• Maintain schedule flexibility to ensure individual care and program implementation.
• 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.
• High School Degree with 4 years’ experience working with individuals with disabilities preferred.
• Program specific training (provided internally).
• 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.
• Proficient (spoken and written) in one or more languages other than English (Spanish, Mandarin, Russian, and/or Yiddish preferred, but not exclusive).
• Must be able to lift a minimum of 50 pounds.
• Ability to perform bending/reaching/pushing/pulling.
• 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

• Proficient (spoken and written) in one or more languages other than English (Spanish, Mandarin, Russian, and/or Yiddish preferred, but not exclusive).
• Effective verbal and written communication skills.
• Reading and Math skills

Location

• NYS

Work Type

• Full-time

Experience Level

• 2 years experience working with individuals with disabilities preferred
• 4 years experience working with individuals with disabilities preferred

Education Level

• Associate's degree in a Human Services Related Field
• High School Degree

About the Company

• AIM provides fiscal intermediary services.