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Engagement And Outreach Coordinator
Job Overview
Employment Type
Full-time
Hourly
Compensation
Hourly
Range $20.00 - $23.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Professional Development
flexible schedule
Hybrid work option
Job Description
Lifespan is a trusted mission-driven regional nonprofit dedicated to supporting older adults as they navigate the challenges and opportunities that come with longer life. The organization has earned recognition as an award-winning team thanks to its commitment to making a positive difference in the lives of older adults. Lifespan provides a supportive and inclusive environment where employees can grow professionally while being part of meaningful work. This nonprofit operates primarily in the Monroe County and greater Finger Lakes region, focusing on services that improve both the quality of life and financial management capabilities of seniors.
The full-time Engagement Coordi... Show More
The full-time Engagement Coordi... Show More
Job Requirements
- Bachelor's degree
- two years of experience in the financial services industry
- working knowledge of community resources
- valid driver's license and reliable transportation
- availability to travel within Monroe County and the greater Finger Lakes region
- ability to spend 85% of work time in community settings and 15% in office
- strong telephone communication skills
- ability to lift files and related materials
- ability to obtain Notary Certification within 12 months
- ability to meet clients in their home environment
- capability to work independently and as part of a team
Job Qualifications
- Bachelor's degree
- two years of experience in the financial services industry
- working knowledge of community resources
- strong verbal, written and telephone communication skills
- proficiency with Word, Excel, Outlook, Office 365, PowerPoint design, and web research
- interpersonal, analytical, organizational and problem-solving skills
- ability to maintain composure under strict deadlines and difficult situations
- experience working with financial professionals, healthcare administrators, and elder law attorneys
- ability to work in multi-cultural environments
Job Duties
- Develop and implement a recruitment strategy for Financial Services clients including POA and non POA clients
- 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 senior centers, community and faith-based organizations, and volunteer organizations
- identify engagement opportunities and steward relationships for client and volunteer acquisition
- carry a small caseload of POA clients
- provide ongoing updates and monthly reports to program directors and division leader
- maintain referral log and new client enrollment tracking
- educate client prospects and institutions on Lifespan POA and service agreements
- facilitate client enrollment including all sign-on documentation and files
- maintain client standby files and conduct annual follow-up
- perform other duties as assigned by supervisor
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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