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compensation: $45,000 to $50,000 per year
employment type: full-time

Job Summary

Come join a dynamic team and a growing company by managing the financial affairs of our clients. Midwest Care Management Services Inc. provides care management and guardianship services to older adults and people with disabilities. The Estate Manager will act as the agent for Midwest when we are appointed as Guardian of Estate.

The Estate Manager is a challenging and rewarding position. The Estate Manager Associate will gain experience in working with investments, bank accounts, maintaining and selling real estate (through a broker), public benefits such as Social Security, Medicaid, and Medicare. We step in and manage the financial affairs for our clients when they are unable to manage it on their own.

Our ideal candidate will be caring, highly organized, and willing to work in a changing environment as we get new clients on a regular basis. The position is based out of Rogers Park office but does require local travel to client homes, banks, and other vendors. A vehicle is required for the job.

Responsibilities and Duties

Administers all financial related activities for clients including Guardian of Estate, Trustee Work, and Rep Payee work.
Investigates assets by reviewing mail, going to financial institutions, and submitting paperwork via fax and email.
Collects income and assets for clients.
Reviews and redirects client mail. Pays client bills.
Manages and tracks client assets, income, and expenditures.
Secures client assets such as real estate.
Acts as a prudent fiduciary by ensuring assets are protected and insured, investments are appropriate, and money is not wasted.
Develops and implements processes to manage, appraise, dispose, and sell real estate and personal property.
Meets customer needs, offers options, resolves problems and follows up with customers
Discuss issues with attorneys, trust officers, vendors, and other interested.
Provide reports needed for court such as inventories, budgets, and accountings.
Performs other related duties as assigned or requested
Qualifications and Skills

Education and Experience

Education: Bachelor's Degree in a business related field.
Experience: 1-2 years of related experience.
Competencies

Problem Solving - Identifies and resolves problems time efficiently; Gathers and analyzes information; Develops solutions; Uses reason.
Oral Communication - Speaks clearly and persuasively; Listens and gets clarification when necessary; Responds informatively to questions.
Project Management - Develops project plans; Coordinates projects; Communicates changes and progress; Manages project team activities.
Written Communication - Writes clearly and concisely; Edits work; Varies writing style to meet specific needs; Presents data effectively; Able to read and interpret written information.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives.
Leadership - Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others.
Time Management - Tracks billable time and enters it into accounting system; Meets billing expectations.
Ability to take initiative and problem solve
Ability to actively engage in conversations with clients
Ability to present oneself as well as the company in a professional manner
Proficient in the use of a personal computer and corresponding programs
Attention to detail
Interpersonal skills and customer service skills required
Ability to manage multiple projects and tasks. Must be able to keep moving things forward and engage in problem solving skills to continue to complete projects or tasks.
Benefits

Midwest Care Management Services is proud to offer:

Health Insurance
Dental Insurance
PTO Days
6 Paid Holidays
SIMPLE IRA match
Professional Development
Job Type: Full-time

Salary: $45,000.00 to $50,000 /year
  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 6937761316

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