Case Manager

We are a well-established private fiduciary firm seeking a full-time, experienced, and highly organized Senior Case Manager to independently manage fiduciary cases involving incapacitated and/or disabled clients, trust beneficiaries, and estates. This role is responsible for overseeing the day-to-day financial, administrative, and coordination aspects of assigned cases while exercising sound judgment, professionalism, and discretion.

This position is ideal for someone who enjoys meaningful responsibility, client advocacy, and collaborative work in a structured but fast-paced professional environment. The Key Responsibilities for the job include:

• Manage assigned fiduciary cases, including trusts, conservatorships, and estates
• Oversee bill payment, budgeting, cash flow monitoring, and account administration for clients
• Coordinate with beneficiaries, attorneys, accountants, financial institutions, care providers, and vendors
• Monitor deadlines, court requirements, and reporting obligations, ensuring timely follow-up and documentation
• Maintain accurate, well-organized case files and financial records
• Identify issues, assess risk, and escalate concerns with recommended solutions
• Supervise or direct work completed by assistants and other team members assigned to cases
• Participate in process improvement, workflow coordination, and team communication
• Represent the firm professionally in communications with clients and external professionals

Job Type: Full-time

Pay: From $58,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Education:

• Bachelor's (Preferred)

Experience:

• Management: 1 year (Preferred)

Work Location: In person