Financial Advocate

DO YOU KNOW SOMEONE WHO WOULD BE PERFECT FOR THIS JOB? We are seeking a compassionate, detail-oriented individual with a calling to support older adults with their daily financial management. This role requires someone who is tech-savvy and proficient in Microsoft 365 and Excel. Key Responsibilities: Day-to-Day Financial Support: Manage household bill payments and monitor cash flow Client Support: Coordinate home maintenance and provide assistance with healthcare and long-term care claims. Security: Act as a safeguard against fraud and scams. Organizational Support: Organize financial documents for tax filing and ensure estate plans are up to date and accounts are titled correctly. Advocacy: While our firm often serves as Durable Power of Attorney, Trustee, or Personal Representative, this role focuses specifically on the daily money management needs of our clients. Schedule and Location: Hours: 20–40 hours per week. Work Environment: A hybrid model, involving both in-home client visits and remote work from a home office. Requirements: Strong proficiency in Microsoft 365 and Excel. High level of integrity, patience, and professional discretion. Ability to work independently in both a home-office setting and a client’s home. All employees will need to pass background, credit, and driving record checks and well as drug-screening prior to employment. #J-18808-Ljbffr