Attorney

Join Our TeamJoin a small, highly collaborative fiduciary services team helping elderly clients maintain dignity, stability, and quality of life through complex healthcare, financial, and estate transitions.This position combines financial administration, client advocacy, and hands-on case coordination. The right candidate will be compassionate, highly organized, comfortable working with elderly clients, and able to remain calm when priorities or client needs change unexpectedly.Benefits and CompensationQuarterly profit-sharing bonuses tied to productivityMedical, dental, vision, life, and long-term disability insuranceSIMPLE IRA with 3% employer matchPaid time off and additional unpaid vacation optionsMileage and eligible vehicle-expense reimbursementPaid overtime for approved after-hours workEmployer-paid California fiduciary pre-licensure educationLong-term professional development and fiduciary career pathExposure to elder healthcare, trust administration, finance, and estate settlementRequirements & QualificationsDirect professional experience working with elderly clients is requiredBachelor's degree or equivalent experience in financial administration, case management, elder services, or a related fieldExperience maintaining detailed financial, legal, healthcare, or client-service recordsProficiency with Microsoft Office, including Outlook, Word, and ExcelValid driver's license, reliable personal vehicle, and ability to complete local client visitsAbility to handle confidential financial, legal, and healthcare information with discretionWillingness to track work accurately within a billable-hour environmentEmployment history demonstrating stability and long-term commitmentMust HavesMaintain client financial records, support bill payment, and prepare reports for clients, trusts, estates, and beneficiariesCoordinate with accountants, attorneys, investment advisors, insurance companies, healthcare providers, caregivers, and residential facilitiesComplete client wellness visits and unannounced caregiver checks throughout the San Jose areaReview care logs, monitor care plans, and follow up when services or medications are not being handled correctlyDocument every client interaction, decision, expense, and activity with exceptional accuracyAssist with insurance claims, benefit questions, coverage determinations, and sensitive financial mattersSupport estate clean-outs and the organization or distribution of personal propertyRespond calmly to urgent client situations while managing multiple changing prioritiesCommunicate compassionately with clients experiencing dementia, cognitive decline, grief, or end-of-life transitionsPreferred Background & SkillsElder care, senior services, geriatric case management, social work, or care coordination experienceBookkeeping, accounting, personal income tax, trust administration, or estate-settlement exposureExperience using QuickBooks OnlineFamiliarity with Clio Manage or another legal case-management and billing platformExperience working in a regulated legal, healthcare, financial, or fiduciary environmentStrong project coordination and high-touch private-client service experienceInterest in pursuing California professional fiduciary education or licensing