Case Manager - Fiduciary & Executor Services

Description

This is an on-site position based in Salunga, PA, not remote. You'll be out in the community regularly: visiting clients, sitting in on care plan meetings at senior living facilities, and being the steady, trusted face families see when everything else feels overwhelming.

As a Case Manager, you're the person who makes sure nothing falls through the cracks. You'll track and pay client bills on time, every time, reconcile accounts down to the penny, and serve as the go-to contact for senior living communities and healthcare providers when a client can't advocate for themselves. It's precise, detail-heavy work - and it matters enormously to the families counting on you to get it right.

You won't be making the big calls alone. Every fiduciary decision routes to Pam Witwer, our Founder and Fiduciary of Record - your job is running the day-to-day with accuracy, sound judgment, and the discipline to know exactly when to escalate. If you're the person who catches the discrepancy nobody else would have noticed, and who can sit across from a grieving family and bring both warmth and order to a hard moment, this is where that belongs.

Responsibilities

$45

Qualifications

$46