Stock Broker Training Program Jobs (NOW HIRING)

Essential Functions (Job Duties)
Works in close collaboration with the Participant, his/her Circle of Support, Fiscal Intermediary, Care Manager, Support Staff, Voluntary Providers, and others to execute the Self-Directed Budget.
• Maintains professional communication with all members of the team and replies to communication in a timely manner
• Attends 2 mandatory meetings, per Participant, per budget year. Attends additional meetings as needed
• Develops the Participant’s budget reflecting his or her wants and needs in a timely manner. Makes changes as requested by the Participant at anytime
• Assists the Participant to develop a comprehensive Self-Direction Plan that is consistent with his/her Life Plan
• Provides education and training to the Self-Directed Participant and his/her planning team in implementing the Self-Direction Plan, according to Medicaid and New York State standards and regulations
• Monitors the expenditure report provided by the Fiscal Intermediary monthly to ensure spending does not exceed the allocated budget
• Educates and trains each Participant to the highest degree possible about his/her Self-Direction Plan
• Encourages Participants to assume as much responsibility as possible for his/her services
• Assists Participants with submitting documentation timely
• Follows all regulations and agency policies and procedures in regards to incident reporting
Completes initial broker training and maintains certification annually. Completes 12 hours of required training per year. Attends any other trainings, as requested by Self-Direction Manager
• Attends required Broker Institute Training to receive certification in Brokerage
• Submits to OPWDD for annual recertification in a timely manner
• Tracks individualized training records and retains them as needed
Attends the Participant’s Life Plan reviews and assists Participants in reviewing and updating his/her Life Plan, as requested.
• Follows all regulations in regards to paperwork review, completion and distribution
• Ensures that the Life Plan and Staff Action Plan directly relates to the Participant’s needs
• Ensures appropriate safeguards are in place
• Ensures all deadlines are met in a timely manner
• Ensures Life Plan and Staff Action Plans are reviewed, at minimum, twice annually
• Works closely with the Participant and team to ensure HCBS Waiver status is maintained
Works in collaboration with Self-Directed Participant’s Fiscal Intermediary of choice.
• Establishes with outside Fiscal Intermediary agencies, as needed
• Attends required agency trainings as requested by outside Fiscal Intermediaries
• Provides required Broker Trainings to Fiscal Intermediary for their records
• Maintains a professional relationship and positive communication
Maintains Caseload and Broker billable hours as outlined by Self-Direction Manager.
• Tracks billable hours in electronic software to ensure required monthly billable hours are being met
• Processes broker billing in a timely manner. Submits broker billing according to Fiscal Intermediaries preference
• Ensures Fiscal Intermediaries process payment by practicing good communication and timely submis
• Creates billable entries in Citizen Advocates electronic software
Competencies
Excellent communication and computer skills

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Position Type/Expected Hours of Work
This is a full-time, 40 hour a week position.
Workweek schedule: Monday through Friday.
Hours of work: 8:00 a.m. to 4:30 p.m.
Hours and schedules may vary depending on Company need and Self-Direction Participant need. Employees will be given as much advance notice as possible when such changes occur.
Travel
Travel to Participant’s choice of meeting locations could be necessary. Also, occasional travel to trainings. Mileage will be reimbursed at agency rate.
Required Education and Experience
Associate’s Degree in Human Services or Business/Accounting. One year experience in a Human Service position.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities are subject to change with/without notice.