Peter Cooper
Toronto,ON
Summary
Dedicated Trustee offering 16 years of relationship building and financial management expertise. Offering comprehensive background in social services, as well as strong interpersonal, organizational and computer skills. Builds client rapport and assesses needs to provide appropriate resources.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
Work History
Client Representative
OPS, Office Of The Public Guardian And Trustee
10.2008 - Current
- Manage a caseload of clients over the age of 18 who have been found incapable of managing their finances
- Full financial management for each client including creating monthly budgets (payments of rent and other expenses, providing spending allowances)
- Documented data and completed accurate updates to case records.
- Maintained detailed case histories, metrics and reports to meet strict standards.
- Assisted clients in navigating the social services system, including applying for benefits, accessing resources and connecting with other family support services.
- Conducted outreach to clients to identify ways to address social, emotional and behavioral needs.
Case Worker Assistant
OPS, Ontario Disability Support Program
01.2008 - 10.2008
- Maintained high level of client confidentiality, following strict guidelines, and recommendations.
- Assessed needs of each client and recommended appropriate services and resources.
- Recorded case notes and performed follow-up documentation for admitted and transferred patients.
- Assessed and evaluated clients' needs, determined eligibility for services.
- Developed and maintained accurate records of programs and services.
Education
High School Diploma -
Blessed Cardinal Newman Catholic High School
Scarborough, ON06.1988
Marketing And Consumer Studies
Centennial College
Toronto, ONSkills
- Efficient Service
- Compassionate and effective client Interactions
- Operational Efficiency
- Client Correspondence
- Client Satisfaction
- Maintain Case Files
- Client Requirements
- Process Knowledge
Timeline
Client Representative
OPS, Office Of The Public Guardian And Trustee
10.2008 - Current
Case Worker Assistant
OPS, Ontario Disability Support Program
01.2008 - 10.2008
High School Diploma -
Blessed Cardinal Newman Catholic High School
Marketing And Consumer Studies
Centennial College
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