What are the responsibilities and job description for the Daily Money Manager for Seniors & Busy Professionals in N. Virginia and DC position at Everyday Money Management?
Daily Money Manager for seniors & busy professionals
with part-time, flexible hours in Northern Virginia and DC
Are you a financially savvy person looking to take control
of your work week with part-time, flexible hours? Are you seeking
challenging, rewarding work where you can make a real difference for your
clients and their families? Look no further -- a great opportunity
awaits!
We are a team of 24 and we ease our clients’ financial
stresses through organization and day-to-day financial management. Everyday Money
Management is the largest daily money management firm in the metro
Washington, DC area providing personal financial management to seniors and busy
professionals. We are looking to hire a Daily Money Manager to service
clients in person in Northern Virginia, DC, and remotely throughout the U.S. First,
please go to our website to learn about the type of financial work we
do.
Please note that this position involves serving members of
vulnerable groups, and involves close interaction with clients and their
families and caregivers.
You should:
- have great interpersonal skills and a desire to provide
"financial care management" to seniors and busy
professional clients,
- have the personal finance knowledge needed to guide your
clients and to manage engagements independently, and
- be proficient in PC-based (Office 365) and web-based
applications.
Requirements
Must live in the Northern Virginia suburbs of DC
Proficiency using a PC
Microsoft Office 365 (especially Excel and Word)
Quicken or Quickbooks a plus
Benefits
Flexible schedule
Some work from home
Annual Bonus
Paid Sick Leave
401K with company match
Health Reimbursement Arrangement (HRA)
Salary : $42