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Montcordia Summary: Montcordia is a private pay, concierge level senior services program within an established nonprofit agency, Service Coordination, Inc. (SCI).  Montcordia was created for clients seeking a deeply vetted and highly trained team of professionals that take a long-term, holistic approach to care.  Montcordia provides exceptional Concierge Companion and Aging Life Care Management services that enable seniors to age at home in comfort, style, and with full dignity.

Position Summary: The Companion Care Partner is person-centered and interested in working with older adults to provide social and emotional support, and act as a personal assistant. This includes responsibilities of planning and going with clients on appointments and social outings, participating in clients' hobbies, shopping with and for clients, facilitating video calls, helping organize home spaces, planning events, and more. 

Montcordia Team Member Expectations: All Montcordia team members are expected to: Ensure services provided follow the SCI's mission statement, core operating values and policies and procedures; follow HIPAA, confidentiality and security procedures and principles; collaborate with peers, leadership, and support areas of the organization; actively participate in and contribute to staff meetings and trainings; maintain compliance with federal, state, and local employment laws and regulations; follow self-direction and person-centered planning procedures and philosophy; and to foster a culture that values diversity.

Essential Duties:

• Develop meaningful relationships and connections with clients.
• Help clients regain and maintain as much independence as possible, so that they can safely remain in their homes. 
• Encourage and join in social and recreational activities, such as games, taking walks, reading, conversation, hobbies, etc. with clients.    
• Assist with scheduling and running errands, such as grocery shopping.  This includes transporting clients.  
• Transport and accompany clients to appointments.  
• Light housekeeping, including washing dishes, laundry and ironing, light cleaning, sweeping and mopping, changing bed linens, caring for pets and plants, and preparing and planning meals.  
• Medication reminders (but not actually administering medications). 
• Ensure a safe environment for clients.
• Report any changes in the  clients' mental, physical, or emotional condition to immediate supervisor. 
• Follow all HIPAA, confidentiality, safety, and security procedures and principles. 
• Accurate and timely documentation.. 

Other Responsibilities:

• Recommend and engage in projects designed to empower people or to expand or improve the service delivery system. 
• Participate in meetings and training sessions that offer learning opportunities and that promote and enhance skills and professional development.  Specific content to build knowledge on specific needs of population served.   
• Complete other duties as required. 

Supervisory Duties:

• This position does not have any supervisory responsibilities.

Education Required:

• Associate degree required; Bachelor degree preferred. A combination of 30 college credits and 3 years in a customer facing role may be considered in lieu of a degree.
• 2 years of experience in a customer facing role required.

Additional Requirements:

• At least 18 years of age. 
• Have a reliable automobile, auto insurance and a valid driver's license with a good driving record.  Requires transporting customers in applicant's personal vehicle to various appointments, errands and social outings.  
• Pass a criminal background check, TB screening, and physical (recertify as specified by examining physician).  Required vaccinations include Hepatitis B, Influenza (annually), MMR, Varicella (chickenpox), and Tdap (tetanus, diphtheria, pertussis; including 10 year boosters).

SCI Value Related Competencies:

• People Come First (Customer Focus): Thinks and acts with people we support in mind when making decisions. Dedicated to meeting the expectations and requirements of internal and external shareholders, uses information and feedback to improve services.

• Building Relationships and Connections: Interpersonal savvy. Relates to all kinds of people. Builds appropriate rapport, uses diplomacy and tact, diffuses high-tension situations comfortably. Establishes and maintains meaningful connections within the community and the organization (internal and external stakeholders)

• Education (Informing Others): Quickly finds common ground to solve problems. Is seen as a cooperative team player. Provides coaching and mentoring to team members. Consistent communicator, provides team members with the tools they need to perform their jobs in a timely manner. Explores all available options to make the best decision for internal and external holders

• Diversity: Values, appreciates and honors the ways in which cultural differences can create value in organizations.  Is service oriented: Demonstrates a commitment to the philosophies for services and the goal of independence for the people we serve. Raises awareness in communities to appreciate the similarities and unique gifts of each person. Interacts with all kinds of team members equitably, deals effectively with all races, nationalities, cultures, disabilities, ages, and genders, supports equal and fair treatment and opportunity for all.
• Driving Solutions (Perseverance): Pursues all initiatives with energy, drive, and the goal to succeed.

Physical Demands: The work may require light physical exertion on a regular and recurring basis. The employee may occasionally lift and/or move up to 50 pounds. 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.  This job description is subject to change at any time.

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