Job description
Fast-paced fiduciary office looking for someone to assist with office administration, care management, and asset management. Based in San Leandro, but work will occasionally take you all over Alameda, Contra Costa, and San Francisco counties. Full-time position (30-40 hrs/wk)
My office handles trusts, estates, and conservatorships when there are family conflicts and a neutral party is needed. We oversee bill paying, medical decision-making, and asset management for elders who are alive, or who have passed on and now distributions need to be made to beneficiaries. Ideal candidate has experience handling a loved one’s estate and has a strong administrative background but is also interested in case management. You will work closely with certain clients and their families. (If you have a social work background, even better). You can code switch and possess street smarts, but also understand diplomacy, boundaries, and unwavering ethics. Absolutely must be able to multi-task and manage your own time without someone looking over your shoulder. Strong letter writing and savvy phone skills required. You will be spending time in and out of the office, so a car is required.
Remote work possible after interim period working in the office and displaying proficiency in job duties.
Office Administration duties may include:
- Notifying institutions that a fiduciary is in place (updating addresses and payment/deposit info with brokerages, pensions, utilities, etc.)
- Staying current on client's bills (data entry, scanning, entering transactions into accounting software). We have someone who does this, but it’s a skill you should learn too.
- Tracking and marshaling client financial accounts and property.
- Processing payments (Writing checks, over the phone payments, e-bills).
- Going to USPS, FedEx, UPS etc. to ship packages and correspondence.
- Communicating with attorneys, government, and local agencies.
-Assisting other staff in the office when their caseloads get overwhelming.
Client Case Management duties may include:
- Interacting with clients (elderly and the disabled)
- Coordination and transport of clients to and from medical appointments
- Communicating with medical professionals, family members, and all other supportive entities in client's life
- Coordinating service with care managers and providing support to care providers (caregivers, assisted living facilities, etc.)
- Assist with client move-outs of primary home and into caregiving facilities
- Filtering communication between family and all of client's support circle (this is where the code switching comes in – some information is confidential, and we must be careful with what we say)
- Communication with beneficiaries (who are often upset with a decision that has been made or how quickly they are getting their distribution)
Asset management and property oversight which may include the following:
- Coordinating with vendors, appraisers, HOAs, contractors, liquidators, haulers, real estate agents, locksmiths, landscapers, etc.
- Ensuring properties have current insurance policies in place
- Managing and coordinating housekeeping services for vacant and occupied properties
- Coordinating repairs to ensure elders are safe in their home.
- Soliciting and coordinating service with existing property management companies for client rental properties
- Compiling DMV paperwork when selling cars
Must be computer literate, have impeccable letter writing skills, have a car, and pass a background check. Strong preference for someone who has a social work background, intensive case management background, property management, or has handled a loved one's estate at some point. Spanish speakers to the front of the line.
The ideal candidate is self-directed and able to work well under pressure, as well as get along with a small core of staff. You must be able to multi-task and manage your own calendar. This position leads to many skills and potential opportunities within the fiduciary field. We will train you, but once you’re up and running, I do not micro-manage.
This position is 32-40 hours/wk. $32-$38/hr, depending on experience, as well as accrued PTO. I offer health insurance after a trial period. Work is Mon-Fri during general business hours. There could be some flexibility over time, as well as the opportunity to work from home after demonstrating proficiency in the role and developing trust.
It sounds like a lot, and it can be. But we’ll guide you through the process and our cases are never dull. It’s a small office. I’ve had a strong core of staff for the last several years.
Please email resumes and cover letters. No phone calls please. The cover letter is important so I can see your writing skills. Please do not send a generic template as I want to learn something about you and why you would be a good fit for this position. Make it personal. Good luck and I look forward to meeting you!
www.turnstone-associates.com
Job Type: Full-time
Pay: $32.00 - $38.00 per hour
Benefits:
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Ability to commute/relocate:
- San Leandro, CA: Reliably commute or planning to relocate before starting work (Required)
Work Location: In person
Job Type: Full-time
Pay: $32.00 - $38.00 per hour
Expected hours: 30 – 40 per week
Benefits:
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Ability to Commute:
- San Leandro, CA (Required)
Ability to Relocate:
- San Leandro, CA: Relocate before starting work (Preferred)
Work Location: In person
