Fisher Fiduciary Services, Inc. is a Private Professional Fiduciary practice based in Manteca, California, specializing in the administration of Special Needs Trusts. In addition, we serve in the areas of conservatorship, guardianship, and probate estate administration.
We are currently seeking a candidate for a full-time position to join our team as Case Manager, providing services to our elderly, mentally ill, and disabled clients.
We are seeking an individual who is driven, dependable, honest, compassionate, professional, punctual, detail oriented and highly organized. Our ideal candidate must be able to communicate effectively both verbally and in writing, have excellent time-management skills and be able to work independently.
Primary Responsibilities:
Responsibilities for each client vary and may include, but not be limited to:
Manage a client caseload of 15-20 clients;
In-field visits primarily in home or institutional settings;
Email and phone correspondence with clients, professionals, service providers, caregivers and/or family members;
Set up, evaluate, and monitor service needs on an ongoing basis;
Potentially manage all aspects of a client’s life up to and including medical, housing, social, and financial needs;
Provide oversight and protection for vulnerable individuals;
This is a mandated reporter position.
Skills and Qualifications:
Must be able to pass basic background check;
Valid Drivers License and clean DMV and use of own insured vehicle (with mileage reimbursement) required;
Must be able to effectively utilize shared calendar;
Must be able to schedule own appointments and manage time effectively and efficiently;
Must be proficient in the use of office equipment and computer programs such as Microsoft Office, Outlook, and Quickbooks;
Experience in some type of service industry with special consideration given to service in the legal, health or social services areas;
Knowledge of social security, Medi-cal, and Medicare benefits is a plus;
Education is helpful but not required in lieu of extensive experience.
If you are interested in joining our team, please email a cover letter and resume.
In your cover letter please answer the following four questions:
1) What are your 3 strongest attributes?
2) Why are you interested in this position?
3) How does your prior experience prepare you for working with the mentally ill, elderly, or other vulnerable population?
4) What are your salary requirements?
