Quinn Fiduciary Services
Estate Management & Administration
The Daily Money Manager (DMM) provides ongoing direct service to client, many of whom are disabled or elderly. Services meet a continuum of needs, from organizing and keeping track of financial and medical insurance papers, to assisting with check writing and maintaining bank accounts. The purpose of providing this service is to enable clients to prolong an independent way of life with minimum intervention.
Daily Money Management services include:
· Sorting mail
· Creating paper and digital financial file systems
· Setting up Quickbooks
· Paying bills from a designated account*
· Reconciling accounts
· Preparing and delivering bank deposits
· Producing cash flow reports
· Establishing budgets and spending plans
· Coordinating with other financial professionals (accountants, financial planners, etc.)
*The DMM is not expected or authorized to sign checks or manage any other assets except for the designated checking account.
AA or similar degree in Accounting, Finance or applicable field. · At least one year of experience in providing Daily Money Management or similar services. · Experience managing and accuracy in maintaining financial records. · Passion for working with and serving older adults. · Experience working with clients at home in the community preferred. · Patience and tactfulness; ability to work cooperatively with a wide variety of individuals, including people with significant physical and mental impairments and varying socioeconomic backgrounds; ability to persist when dealing with government or community agencies. · Ability to build relationships working with clients, family members, colleagues, community members and other stakeholders. · Ability to work well as part of a team, as well as be a self-starter and work independently in the field. · Knowledge of basic computer programs including the Microsoft Office suite of programs, including Excel and Quickbooks. · Ability to use current mobile technology such as smartphone and tablet/laptop to enhance communication and to access the agency’s information system and resources from remote locations in order to provide services more efficiently and effectively. · Current driver’s license, current insurance, good credit and access to a reliable car required.
Hours will be 9:00 a.m. – 5:00 p.m. Mon-Friday
Salary will be 20.00 per hour
Please send any questions, resumes with cover letters to Patty Pangelinan @email@example.com