Senior Resource Center

Money Manager Volunteer

On Aug 30 - Aug 30, 2018 By Senior Resource Center


Money Manager Volunteers meet one-on-one with clients to assist them with their finances by helping them pay bills, balancing their check book & reconciling their bank statement. The time commitment for this position is approximately 1-2 hours a month, per client. Key Responsibilities: - Meets client in their home to pay bills, balance the check book & reconcile with the bank statement. (An average of 1-2 hours/month) - Completes initial orientation/training & attends periodic ongoing training of volunteers - Meets with program coordinator to receive client assignments and for ongoing support - Performs tasks in accordance to IL Department on Aging Volunteer Money Management Program Qualifications - General knowledge of household budgeting, maintaining a check register & reconciling with the bank statement. (Full training is provided) - Patience & professionalism (Experience with the elderly and/or developmentally disabled a plus).

Other Details

  • Individual Volunteers Only: Yes
  • Commitment: Long Term
  • This volunteering opportunity is not available to minors.
  • Posted: Aug 30, 2017

Career Paths

  • Human Services
  • Business Management & Administration
  • Finance