Sample Masonic Assistance Social Worker Job Description Template Page 2

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application process and connect them to available resources. Masonic Assistance staff
utilize Salesforce for client tracking software and detailed data entry into the Salesforce
database is required for all calls. This position requires proven computer skills and
excellent writing skills.
The Masonic Assistance Social Worker also takes the lead in managing Masonic Home
webpage content, working alongside the Communications department to develop an
online resource guide by creating original content and linking to already existing
content.
The Masonic Assistance Social Worker must have a strong social services
background in gerontology, mental health and/or adult and children’s services and be
knowledgeable about resources, funding opportunities and community providers.
E S S E N T IA L F U N C T IO N S
Conducts telephone assessments to evaluate physical, psychological, functional,
financial, emotional and environmental status of callers and/or applicants.
Assesses current status of callers, formulating plans to move forward with services,
utilizing and referring to all available needed resources, maintaining diplomacy, respect,
and professionalism at all times.
Formulates preliminary budgets based on caller information to determine pre-
qualification for services, following program guidelines and utilizing pre-established
tools.
Provides appropriate information and guidance and/or makes appropriate referrals to
Masonic Relief Organizations, county services, and private and local services that the
caller may be eligible for, all to ensure safety and improve overall financial and social
well-being of the caller/applicant.
Provides immediate telephone Care Management to stabilize at-risk situations, working
closely with management, lodges, and other collateral organizations.
Provides temporary ongoing telephone Care Management to shepherd high-needs
applicants through the application process and/or to connect them with needed
services and resources.
Prepares regular correspondence with applicants, families, and lodges regarding the
status of applications and any additional information requested.
Informs caller and responsible parties of all public benefits to which they may be

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