The Trustee Worker is responsible for the ongoing, flexible support of individuals living with mental illness including those with a developmental disability, addictions, who are at risk or experiencing homelessness, and who lack money management skills. The Trustee Worker provides the necessary tools for individuals to manage their financial affairs at the highest degree of independence possible through individualized support. The Trustee Worker works as a member of a multi-disciplinary team within C.M.H.A. H.K.P.R. administrative services, working closely with clients’ Case Managers and other program staff and community agencies.

Location: Peterborough
Status: Full-Time Temporary - until January 2027
Posting# TW-FTT-12-25

Wage: $29.39 to $30.47 per hour, plus 6% vacation pay, health and dental benefits and optional pension
Application Deadline: 12:00 noon on Friday, January 2, 2026

Key Responsibilities

1. Client Supports

• Provide quality client service, developing trusting rapport and respectful communication

• Manage, track and ensure that clients’ funds are disbursed in such a way that their basic needs are met and that their expenses are paid in a timely manner

• Assess current skill level of clients to provide the necessary skill training to enable clients to develop and implement short term and long term plans for meeting their financial well being

• Offer educational money management advice to assist individuals to arrive at the highest degree of independence possible

• Develop and promote partnerships with clients, family members and other service providers as appropriate

• Negotiate with creditors/collection agencies and advocates for client rights

• Prepare yearly income tax returns for clients

• Ensure that all client program exits are planned, where possible, to provide the client with transitional support

• Liaise with Fourcast, Brock Mission, Yes Shelter, Cameron House

• Liaise with Homelessness Coordinated Response Team Committee

• Liaise with creditors, collection agencies, O.D.S.P., Ontario Works

• External client supports include family members, Schizophrenia Clinic, A.C.T. Team

2. Administrative Duties and Responsibilities

• Set up, update and maintain clients’ personal finance accounts using accounting/bookkeeping software application(s) (i.e. Quicken)
• Maintain documentation, filing using both hard copy and electronic systems (Microsoft Office, C.R.M.S.) - ensuring that information regarding clients is accurate, up-to-date and secure (confidentiality & privacy)
• Ensure accurate logging and reporting of client meetings to support organizational funding requirements
• Adhere to program budgets

3. Documentation

• Ensure all client documentation is accurately recorded in a timely manner in accordance with agency policy, including C.R.M.S. progress notes, communication binders, medication observation records, safety reports etc.
• Utilize and maintain Personal Client Finance Accounts, Quicken, Income Tax documentation
• Complete administrative tasks including: time sheets, expense reports, vacation requests etc.

4. Performance Management and Professional Development

• Participate cooperatively in the agency performance management process/system

• Stay current on relevant legislation and best practices, current research, policies and procedures

• Participate in ongoing professional development and mandatory training

• Actively engage and participate in supervisory process

5. Health and Safety – Worker Responsibilities

• Work in compliance with the Occupational Health and Safety Act, applicable regulations and all organizational health and safety requirements and procedures to ensure the health and safety of clients, staff/colleagues, volunteers and students

6. Client Safety

Adhere to C.M.H.A. H.K.P.R. client safety programs including program policies as well as infection control and prevention procedures. In partnership with clients, family members, and fellow staff, maintain open lines of communication to assist the organization in identifying and achieving quality outcomes for client safety. Report client safety incidents and suggested improvements to manager or delegate.

7. Quality Assurance Measures

• Work in compliance with Quality Assurance Measures as outlined in Reg. 299/10 of the “Services and Supports to Promote Social Inclusion of Persons with a Developmental Disability Act, 2008”

• Work in compliance with all C.M.H.A. H.K.P.R. Quality Assurance Measures policies and procedures

8. Other Duties as Assigned

• Attend, participate in team/staff meetings, and all-staff meetings as required

• Participate in agency quality improvement activities, e.g. accreditation projects, committees, special events, etc.

• Participate in quality improvement activities at the team/program level

• Participate in external committees as required

• Duties may change from time to time

Requirements of the Position

A. Education and Training

• Successful completion of post-secondary education (diploma or degree) in Business Administration, Accounting, and/or Social Services.

We recognize that mandatory training before hire is an asset, however, successful completion of the training applicable to this role shall be requirements for continued employment in this position:

• Health and Safety Training (including but not limited to the following):

  • Workplace Hazardous Materials Information System (W.H.M.I.S. 2015)
  • Infection, Prevention & Control
  • Workplace Violence
  • Accessibility for Ontarians with Disabilities Act

• Applied Suicide Intervention Skills Training (A.S.I.S.T.)

• First Aid/C.P.R.

• Verbal Intervention (V.I.)

• Ontario Common Assessment of Need (O.C.A.N)

• Client Record Management System (C.R.M.S.)

Assets with regard to this position

• Formal education in Motivation Interviewing, Cognitive Behavioural Therapy, Dialectical Behavioural Therapy, Trauma Informed and Concurrent Disorders is preferred

B. Related and Relevant Experience

Mandatory experience

• Minimum of three (3) year of experience in bookkeeping/personal finance management

• Demonstrated ability to work independently without immediate access to a supervisor

• Demonstrated ability to follow complex routines to minimize risk

• Demonstrated ability to teach, guide, coach, lead, explain and demonstrate activities of daily living

• Demonstrated ability to manage challenging behavior

• Demonstrated ability to work as part of a multi-disciplinary team

Preferred experience

• Experience and knowledge of the delivery of community supports to clients, especially within the mental health and/or developmental sectors

• Knowledge of Ontario Works (OW), Ontario Disability Support Program (ODSP), Canada Pension Plan (CPP) services.

• Knowledge of community resources

• Experience in computerized documentation methods

• Intermediate to advanced minus French proficiency

• Lived expertise with a mental health concern or addiction, either personally or with a family member is an asset

C. Competencies

• Refer to C.M.H.A. H.K.P.R Competency Matrix

D. Other

• Valid driver’s license

• Automobile in good repair and insurance coverage as required by agency policy

• Satisfactory police records search

• Satisfactory references

• Intermediate to advanced minus proficiency in French

• Lived expertise with a mental health concern or addiction, either personally or with a family member is an asset

• Proof of receipt of full COVID-19 vaccine

Working Conditions

• Work primarily in an office setting
• Work directly with individuals with a with serious mental illness and/or dual diagnosis and/or addictions
  • who are experiencing emotional and/or mental health issues and are working towards recovery
  • may be experiencing crisis instability and various levels of functioning
  • may be experiencing poverty
• Primary business hours with flexible hours pending client programming needs