Salary : $52,000.00 - $59,280.00 Annually Location : OH 45417, OH Job Type: Full-time Regular Job Number: VET09251 Department: VETERANS SERVICE COMMISSION Opening Date: 09/05/2025 Internal Only: No

Position Overview The Executive Assistant/Case Manager serves a dual role, supporting the Executive Director in administrative functions and providing case management services to eligible veterans and their families. Under the direction of the Executive Director, the position supports agency operations while coordinating services for indigent and at-risk veterans, in need of social, medical, housing, financial assistance including peer support, advocacy, and connection to essential resources to promote economic self-sufficiency.

Summary of Job Duties Employees are expected to perform essential duties to performance standards. As needed, reasonable accommodations will be made for otherwise qualified employees with disabilities that are covered by the Americans with Disabilities Act (ADA), in so far as the accommodation does not create an undue hardship on the Montgomery County Veterans Service Commission. This position serves a dual role, with approximately 35% of responsibilities dedicated to Executive Assistant duties and 65% focused on Case Management functions. The percentage of time allocated to each area may fluctuate based on organizational needs and workload demands. Executive Assistant Duties (Approx. 35%)

Performs various administrative responsibilities in support of the Executive Director. Complete daily administrative and clerical functions to ensure consistent, veteran-centered service to include calendars, schedule meetings, prepare agendas, and coordinate logistics. Monitors deadlines and ensures timely completion of executive tasks and projects. May assist in the preparation of materials and documentation for Commissioner meetings, including agendas, minutes, and follow-up action items. Serves as the public records request coordinator to include tracking and coordinating responses in accordance with applicable laws and policies, collaboration with legal office, maintaining a request log and ensure documentation is properly archived. Directly supports the Executive Director and assists the director in developing, implementing, and updating policies and standard operating procedures (SOPs) for administrative efficiency. Drafts, edit, and format official correspondence and report as needed with accuracy and attention to detail. Supports special projects and initiatives as assigned by leadership. Case Management Duties (Approx. 65%)

Serves as a case manager for indigent veterans and at-risk veterans in need of social, medical, housing, and financial assistance. Provides peer mentoring and advocacy support and services to veterans and families. Conducts need assessments, develop service plans, and connect veterans to appropriate county, state, and federal resources. Collaborate with local community partners (e.g., shelters, behavioral health agencies, VA hospitals, and nonprofits) to ensure continuity of care. Advocate for veterans facing barriers to housing, healthcare, employment, and basic living needs. Maintains accurate case notes and documentation. Duties regarding case manager include but are not limited to the following: Leading staff in the creation policies and implementation of best practices to build a program to assist indigent veterans toward self-sufficiency. This includes developing a financial incentives program. Reviews requests for financial assistance and helps to create a tailored care plan to meet client's needs and issues by: Assesses client's financial, self-sufficiency and support network situation through one-on-one in-person meetings. Assisting clients with identifying and managing barriers to the achievement of healthy self-sufficiency. Coaching clients to set individualized goals and provides support and feedback as the client works toward achieving their goals. Connect clients to relevant community resources, with the goal of enhancing patient health and well-being, increasing client self-sufficiency, and reducing health care, housing and utility costs Coordinate as needed with client supports, community resources, treatment providers, and VSOs to facilitate client success

Works as a coach to collaborate with the client to set personalized goals, as well as supporting, motivating, and providing feedback to clients as they pursue their goals. Seeks and fosters partnerships with community services providers who will assist in developing independence strategies that will move veterans toward self-sufficiency. As needed, conducts periodic home visits to assess family resources and needs. Keeps abreast of current trends and practices in the field. Attends and participates in required training on topics relevant to the job. Works assigned schedule, exhibits regular and punctual attendance and works outside of normal schedule as required. Promote timely access to care and community resources, utilizing resources to remove barriers to care Increase utilization of preventive care with motivational interviewing techniques Document in developed care plan and communicate with director client progress toward goals Increase continuity of care by managing relationships and communication with tertiary care providers and referrals while maintaining a database of contacts, programs, and referral processes of each care provider Build rapport, maintain client contact, monitor and track client progress Maintain monthly statistics of cases managed and create reports to Director and Commission Assist in educating and training staff in areas of social services and resource providers May collect financial information and supporting documentation necessary for a financial application and determine need. Verifies housing costs and utility costs, reviews income and expense information, bank activity and client file history to make a recommendation for appropriate assistance for community and in house programs. Provides peer mentoring and advocacy support to clients and their families. Maintains the highest level of integrity and professionalism in all aspects of job performance.

Participates in and serves on County or other agency committees or councils and attends meetings representing the commission office.

Establishes a productive and cooperative work culture.

Maintains confidentiality of confidential and sensitive information.

Performs job responsibilities in accordance with the Commission's policy, procedures and contracts as applicable, and in compliance with Ohio Revised Code (ORC) 5901, and other applicable Federal, State and local laws and regulations.

Maintains the highest level of integrity and professionalism in all aspects of job performance.

Keeps abreast of current trends and practices in the field. Attends and participates in required trainings on topics relevant to the job to include all aspects of financial assistance and veterans' benefits.

Works assigned schedule, exhibits regular and punctual attendance and works outside of normal schedule as required. OTHER DUTIES AND RESPONSIBILITES

Performs other duties as assigned.

Minimum Qualifications and Requirements Applicable laws or regulations require that employees assigned to some jobs attain a specific level of education, experience, or training, and license or certification. For other jobs, a combination of various levels and types of education, experience, training, and license or certification may qualify a person to perform essential duties of this position. Qualifications specified for this position are: Education, Experience and Training

In accordance with ORC 5901.06, employee assigned to this job shall be an honorably discharged veteran. Bachelor's degree in business administration, Social Work, Psychology, Criminal Justice or relevant field preferred and/or relevant military experience. A minimum of 3 - 5 years administrative experience or case management experience, preferably in a government, nonprofit, or veteran-serving organization. Strong knowledge of administrative procedures and records management. Familiarity with public records law (e.g., FOIA, Sunshine Law) and handling of public information requests. Employees are provided the opportunity to participate in training and education programs. Some training programs may be mandatory, and others are optional. These opportunities may include on-the-job training, self-study, seminar, in-house programs and in-service programs. Licenses or Certifications

State Motor Vehicle Operator's License.

National Certified Credit Counselor. Additional Qualifications

Upon conditional hire into this position, and as a condition of continued employment, each employee is required to submit to and pass a drug test, criminal background check, and be insurable under the Commission's driving insurance provider guidelines.

Ability to document personal identity and employment eligibility within three days of original appointment as a condition of employment in compliance with Immigration Reform and Control Act (I-9) requirements.

Supplemental Information SCOPE OF SUPERVISION

None

EQUIPMENT OPERATED

Computer, telephone, copier, fax, and other general office equipment. Personal vehicle and County vehicle.

CONTACTS WITH OTHERS

Clients and client family members, social agency representatives, elected officials or their representatives, vendors, union representatives, consultants, coworkers, commission members, general public, and other internal and external job contacts. CONFIDENTIAL INFORMATION AND DATA

Information contained in personnel files, client information and records, negotiation plans and strategies, and other confidential or sensitive information. RECORDS

At a minimum case management tracking, transportation, and outreach reports; personnel records; public records requests; reports, correspondence; policies and procedures; training and VA and community contacts and services listing. WORKING CONDITIONS

Good office working conditions.

USUAL PHYSICAL DEMANDS

The following demands are typically used and exhibited by employees when performing this job's essential duties and responsibilities. They are not and should not be construed to be qualification standards. Rather, they are illustrated to help the Commission, and an otherwise qualified employee or job applicant with an ADA disability, identify essential job duties that need to be reasonably accommodated, and the type of appropriate reasonable accommodation which may be available which does not create an undue hardship on the Montgomery County Veteran Service Office.

The employee frequently converses verbally with others in person and by telephone. The employee regularly exhibits digital dexterity and eye-hand coordination when performing general typing, word processing, data entry, paperwork and other similar tasks. The employee frequently sits for extended periods of time and frequently walks. Vision demands include close, relatively detailed vision when using a computer screen, and performing other tasks. The employee occasionally sits in a vehicle for periods of time while driving to and from various locations. All Montgomery County employees become members of the Ohio Public Employees Retirement System and have access to deferred compensation programs.

Benefits may vary for full-time, part-time, intermittent, and seasonal employees and/or due to union affiliation. The list below demonstrates the benefits that may be available to employees according to employment status and is subject to change.

Full-Time Employees (40 hours per week): Health insurance with HSA match, wellness program and incentives, life insurance, paid vacation, paid personal leave days, sick leave, holiday pay, tuition reimbursement, and access to dental, vision, short-term disability, accident & critical care benefits.

Part-Time Employees (Benefits Eligible) (scheduled 21+ hours per week): Health insurance with HSA match, wellness program and incentives, life insurance, paid personal leave days, sick leave, holiday pay for hours scheduled to work on holidays, and access to dental, vision, short-term disability, accident & critical care benefits.

Part-time Employees (Non-Benefits Eligible) (20 hours or less per week): Benefits include Long Term Sick Leave Accrual, Paid Personal Leave, and holiday pay for hours scheduled to work on holidays.

Seasonal Employees: Benefits include Sick Leave accrued at 4.6 hours for every eighty 80 hours in active pay status. Seasonal employees scheduled to work 40 hours during their period of employment will accrue vacation in the same manner as regular full-time employees and can use their vacation after completion of twenty-six (26) bi-weekly pay periods in active pay status. Part-time Seasonal employees (scheduled to work less than 40 hours) do not accrue vacation.

Intermittent and Temporary Employees: Long-Term Sick Leave accrual is based on hours worked.

Benefit information can be found on the Montgomery County Benefits website at: 01

Question 1 * You MUST be an honorably discharged Veteran to apply for this position. Are you an honorably discharged Veteran? (If you are NOT an honorably discharged Veteran, you will not be considered.) Yes No

02

Question 2 *If you are an honorably discharged Veteran you MUST attach your DD-214 that shows character of discharge (usually Member-4). Did you attach your DD214 with your application? (If you do not attach your DD214, you will not be considered.) Yes No

Required Question