Lifespan of Greater Rochester
Outreach and Engagement Coordinator
Lifespan of Greater Rochester, Rochester, New York, United States
Job 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 navigate the challenges and opportunities of longer life. This role is the Engagement Coordinator, whose primary responsibility is client and volunteer recruitment for the Financial Services and Future Care Planning and Trust Services programs. The Coordinator cultivates meaningful relationships, builds a professional network of allied professionals and potential referral sources, promotes awareness, delivers education to professionals and the public regarding financial management and future care planning, and fosters engagement among community members and volunteers to support diverse agency initiatives. The position requires someone who is comfortable traveling within Monroe County and the greater Finger Lakes region, enjoys working in a team, and thrives when working independently.
Job Details Status: Full-time (37.5 hour a week)
Hourly Rate: up to $22.00
Responsibilities
Develop and implement a recruitment strategy for Financial Services and Future Care Trust client recruitment activities.
Develop and implement a recruitment strategy for Financial Services volunteer recruitment activities.
Field calls from prospective clients and referral sources.
Conduct community presentations.
Attend volunteer recruitment events.
Provide education and outreach on financial topics and programs targeting both urban and rural senior centers, community and faith-based organizations, health fairs, volunteer organizations, and other opportunities.
Identify engagement opportunities and steward relationships for client and volunteer acquisition.
Provide ongoing updates and monthly reports to FCM, FVM Program Directors and Division Leader.
Maintain referral log and new client enrollment tracking mechanism.
Educate client prospects on Lifespan POA and service agreements.
Facilitate client enrollment/sign‑on to services.
Maintain POA client standby files and conduct annual follow‑up.
Other duties as assigned by supervisor.
Qualifications
Education: Bachelor’s Degree.
Experience: Three years of experience in the financial services industry.
Working knowledge of community resources and experience with NYS Power of Attorney preferred.
Notary Public preferred.
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.
Notary Public duties.
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 a 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, EMS.
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.
Handling tasks such as lifting files and related materials.
Normal daily walking and sitting.
Benefits
Vacation: 21 days
Sick: 10 days
Personal Time: 3 days
Holidays: 11
Medical Insurance: 3 options
Dental Insurance: 2 options
Vision Insurance: 2 options
Flexible Spending Account or Health Savings Account with company contribution
403(b) Retirement Program
Hybrid Work Schedule may be available after successfully completing the probationary period.
Accrued time is pro‑rated for part‑time work.
Lifespan is an equal opportunity employer and, as such, affirms in policy and practice to recruit, hire, train, and promote, in all job classifications, without regard to race, religion, color, national origin, citizenship, sex, age, veteran status, disability, genetic information, gender identity/expression or any other protected characteristic. Lifespan will not discriminate against persons because of their disability, including disabled veterans, and will make reasonable accommodations for known physical and mental limitations of qualified employees and applicants with disabilities.
Deadline to Apply: Open until Filled
#J-18808-Ljbffr
Job Details Status: Full-time (37.5 hour a week)
Hourly Rate: up to $22.00
Responsibilities
Develop and implement a recruitment strategy for Financial Services and Future Care Trust client recruitment activities.
Develop and implement a recruitment strategy for Financial Services volunteer recruitment activities.
Field calls from prospective clients and referral sources.
Conduct community presentations.
Attend volunteer recruitment events.
Provide education and outreach on financial topics and programs targeting both urban and rural senior centers, community and faith-based organizations, health fairs, volunteer organizations, and other opportunities.
Identify engagement opportunities and steward relationships for client and volunteer acquisition.
Provide ongoing updates and monthly reports to FCM, FVM Program Directors and Division Leader.
Maintain referral log and new client enrollment tracking mechanism.
Educate client prospects on Lifespan POA and service agreements.
Facilitate client enrollment/sign‑on to services.
Maintain POA client standby files and conduct annual follow‑up.
Other duties as assigned by supervisor.
Qualifications
Education: Bachelor’s Degree.
Experience: Three years of experience in the financial services industry.
Working knowledge of community resources and experience with NYS Power of Attorney preferred.
Notary Public preferred.
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.
Notary Public duties.
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 a 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, EMS.
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.
Handling tasks such as lifting files and related materials.
Normal daily walking and sitting.
Benefits
Vacation: 21 days
Sick: 10 days
Personal Time: 3 days
Holidays: 11
Medical Insurance: 3 options
Dental Insurance: 2 options
Vision Insurance: 2 options
Flexible Spending Account or Health Savings Account with company contribution
403(b) Retirement Program
Hybrid Work Schedule may be available after successfully completing the probationary period.
Accrued time is pro‑rated for part‑time work.
Lifespan is an equal opportunity employer and, as such, affirms in policy and practice to recruit, hire, train, and promote, in all job classifications, without regard to race, religion, color, national origin, citizenship, sex, age, veteran status, disability, genetic information, gender identity/expression or any other protected characteristic. Lifespan will not discriminate against persons because of their disability, including disabled veterans, and will make reasonable accommodations for known physical and mental limitations of qualified employees and applicants with disabilities.
Deadline to Apply: Open until Filled
#J-18808-Ljbffr