Overview

Case Manager - Fiduciary & Executor Services: Detail-Obsessed, Big-Hearted, Ready to Make a Real Difference: Salunga, PA On-Site with travel Join a team where we believe no one should have to age alone. SIGN-ON BONUS! $3,000 AVAILABLE! Ready for a job where the work you do actually changes someone's day, sometimes their whole week? This is it. This is a hands-on role based in Salunga, PA, part office, part out in the community. You'll split your time between focused work at the office and visiting clients, sitting in on care plan meetings at senior living communities, and showing up as the steady, trusted person a senior can count on when they have no one else to turn to. If you love variety and human connection in your workday, this is built for you. As a Case Manager, you're the glue. You make sure nothing- not a bill, not a deadline, not a detail- slips through the cracks. You'll keep client accounts paid on time and reconciled to the penny, and you'll be the go-to voice for senior living communities and healthcare providers whenever a client needs someone in their corner. Yes, it's detail-driven work, but every number you get right and every call you make is really about protecting someone who is counting on you, often someone who has no one else to do it. That's what makes it exciting: the stakes are real, and so is the impact. And you're never out there alone. Every fiduciary decision is backed by Pam Witwer, our Founder and Fiduciary of Record. You own the day-to-day with sharp instincts and good judgment, and you know exactly when to loop her in. If you're the kind of person who spots the discrepancy nobody else would catch, and who can bring calm and clarity to a vulnerable person on a hard day, we want to talk to you.The sign-on bonus is $1,000 after a positive 90-day performance evaluation and an additional $2,000 at one year of employment with a positive performance evaluationCompensation: $25 hourlyResponsibilities: The Case Manager manages the day-to-day execution of assigned client cases under that authority. This teammate tracks and pays client bills, monitors and reconciles bank accounts, serves as liaison to senior living communities and healthcare providers, coordinates the operational side of healthcare matters, maintains the client record, and reports to the Fiduciary of Record on a defined cadence. This teammate does not hold the fiduciary appointment, does not exercise fiduciary discretion, and does not make financial, healthcare, or legal decisions on behalf of a client. Every such decision is escalated to the Fiduciary of Record in accordance with the Fiduciary Escalation Matrix. This role requires the highest standards of ethical conduct, precision, and compassionate client service, and the discipline to work independently while operating strictly inside a defined authority boundary. MAJOR DUTIES AND RESPONSIBILITIES Financial Administration Track and pay client bills on schedule. On-time payment is a core function of this role and is not discretionary. Monitor client checking and operating accounts for balance, unusual activity, and unauthorized debits Reconcile bank, investment, and facility statements monthly Maintain the client's checkbook register and all supporting documentation Prepare monthly client financial summaries for review by the Fiduciary of Record Assemble documentation supporting client invoicing, tax preparation, and annual accounting. The Fiduciary of Record reviews and signs all filings and accountings. Identify and immediately escalate financial irregularities, suspected exploitation, or fraud Facility and Provider Liaison Serve as the primary point of contact with senior living communities, personal care homes, memory care units, and skilled nursing facilities Attend care plan meetings, document outcomes, and circulate written notes to the Fiduciary of Record Review facility invoices for accuracy before payment Track the level of care, room assignment, rate changes, and any faci