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Job Title & Description: Financial & Accounting Case Manager Fiduciary Client Case Management (both individual and entity cases), Bookkeeping, Legal Report Preparation, & Administrative Support.
New position available with Hansen & Pereira, established local fiduciary practice owned and operated by husband/wife team of professional fiduciaries. Looking for detail-oriented, driven, personable, professional, and above all, highly ethical individual with financial experience to join our team in serving, supporting, and safeguarding the most vulnerable elder and special needs members of our community. Opportunity for advancement to designation of California Licensed Professional Fiduciary from the case manager position.
Hours: 15 25 hours per week, depending on time of year in relation to quarterly and year-end financial-related tasks, January March being the most demanding. Flexible days/times Monday Friday, 10:00 AM to 6:00 PM, and Saturdays January - March.
Wage: $18 - $28/hour to start, depending on experience and skill sets, with possibility of $20 - $30/hour after 90-day introductory period
Benefits: Not applicable
Location: Old Town, Eureka - second floor of beautifully-restored historic building without elevator; abundant natural light and view, open office floor plan, separate kitchen/dining area, private restroom; on-street 2-hour parking and metered parking across the street; short walk to waterfront and dining options (Co-Op, Ramones, Los Bagels, and numerous other cafes and coffeehouses).
Job Duties: Collecting mail from client post office boxes; sorting/scanning client mail; processing/organizing client payables for fiduciarys review/signature; processing and delivering bank deposits; monthly bank reconciliations and bookkeeping for client accounts on QuickBooks; preparation of formal court and private trust accountings in Excel; personal shopping/errands for clients (both online and locally); visits to and correspondence with elderly and/or special needs clients; filing; and other administrative, business development, or client-related tasks as needed.
Position Requirements:
Educational/Professional Experience:
Bachelors degree preferred (or in progress) in Business Administration, emphasis in Accounting. Will consider minor in Accounting, AA in Accounting, or 3 years full-time experience working in field of accounting, bookkeeping, finance, or banking.
Proficiency in:
o QuickBooks; Microsoft Outlook, Excel, and Word; and Adobe
o Internet use for research, client shopping, mapping
o Keyboarding/data entry, minimum typing speed of 50 words per minute
Professional or personal experience working with elders and/or individuals with special needs
Professional experience in customer service
Personality Traits:
Requires the highest level of personal integrity, honesty, and confidentiality
Exceptional organization and communication skills (both written and verbal)
Strong desire to help others
High degree of compassion, sensitivity, and understanding toward others in regard to age, special needs, gender, ethnicity, sexual orientation, and religious preference
Ability to remain professional in face of occasional unexpected racist, sexist, and/or homophobic statements from some clients living with dementia and/or mental incapacity
Due to extremely high level of legal and ethical duties owed to fiduciary clients, professionalism is of paramount importance, including but not limited to appropriate attire, language, decorum, and demeanor. Visible body art will be heavily scrutinized (tattoos, piercings, unnatural hair colors, etc.) to ensure adherence with professional image of the company as perceived by existing clients, general target market, other client service providers, and referral sources. Strong odors (body products, body odor, or tobacco/marijuana smoke) are unacceptable due to sensitivity of elder clients and members of H&P team.
Physical Requirements:
Must be able to:
Ascend and descend long stairwell of both historic office building and of historic post office in Eureka
Assist physically-challenged adults with transfers into/out of vehicles, buildings, chairs
Reach, unlock/lock, and collect mail from post office boxes located between one foot and six feet off the ground
Carry up to 40 pounds
Sit for extended periods of time
Must have regular access to operational vehicle with current registration, current auto insurance, and valid drivers license
Please email cover letter and resume to Lisa Hansen, including professional references. Applicants must be willing to submit to eventual background and credit checks.
