What are the responsibilities and job description for the Contract Daily Money Manager position at Freedom Support Solutions LLC?
Daily Money Manager - Vero Beach, FL
Company: Freedom Support Solutions (FSS)
Location: Vero Beach, FL & Surrounding Areas
Position Type: Independent Contractor | Hourly
Compensation: Based on Experience
Work Location: In-Person / Client Home Visits – NOT REMOTE
Freedom Support Solutions (FSS) provides professional financial management and administrative support services to individuals and businesses. We are committed to helping our clients achieve financial organization, clarity, and peace of mind through personalized, dependable support.
We are seeking an experienced Daily Money Manager (DMM) to join our team and provide in-person services to clients in the Vero Beach, Florida area.
The Daily Money Manager will work directly with clients to assist with their day-to-day financial responsibilities, helping them stay organized, manage household finances, and maintain accurate financial records.
This position requires a highly organized, detail-oriented, trustworthy professional who is comfortable working independently, building strong relationships with clients, and utilizing QuickBooks Online for financial management.
IMPORTANT: THIS IS NOT A REMOTE POSITION.
The selected contractor will be required to travel to clients' homes in the Vero Beach area. Applicants must live in Vero Beach or a nearby community within reasonable driving distance and must have reliable personal transportation.
To be considered for this position, applicants MUST meet ALL of the following requirements:
- Daily Money Management Experience: Previous professional experience providing Daily Money Management services to individual clients is REQUIRED.
- QuickBooks Online Proficiency: Must have hands-on experience with QuickBooks Online, including transaction categorization, account reconciliations, and financial reporting. All FSS clients are transitioned to QuickBooks Online during onboarding.
- Local Availability & Transportation: Must reside in Vero Beach, FL, or a nearby community within reasonable driving distance. Must have reliable personal transportation and be willing to use their own vehicle to attend in-person client appointments.
- In-Person Client Services: Must be comfortable working directly with clients in their homes and maintaining a professional, client-focused approach.
- Background Screening: Must be willing to undergo a comprehensive background screening, including criminal and credit background checks, as permitted by applicable law.
This is NOT a remote position. Applicants who do not meet these minimum qualifications should not apply.
- Provide professional Daily Money Management services to individual clients.
- Organize and manage household bills, financial statements, and records.
- Assist with bill payments, account reconciliations, and expense tracking.
- Utilize QuickBooks Online to maintain accurate financial records, categorize transactions, reconcile accounts, and generate reports.
- Assist with transitioning and organizing client financial information in QuickBooks Online during onboarding.
- Monitor financial accounts and identify discrepancies or unusual activity.
- Assist clients with budgeting, cash flow management, and financial organization.
- Maintain accurate, confidential, and organized financial records.
- Coordinate with accountants, financial advisors, attorneys, and other professionals as needed.
- Communicate professionally with clients, their families, and the FSS team.
- Travel to clients' homes for scheduled appointments and ongoing financial management services.
- Strong understanding of personal financial management, bill paying, and account reconciliation.
- Exceptional organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- High standards of professionalism, integrity, discretion, and confidentiality.
- Ability to work independently and manage multiple client responsibilities.
- Strong problem-solving skills and the ability to identify financial discrepancies.
- Proficiency with computers, digital recordkeeping, and financial management software.
- Ability to manage sensitive financial information with accuracy and discretion.
- Comfortable establishing and maintaining professional relationships with clients and their families.
Important: All FSS clients are transitioned to QuickBooks Online as part of our onboarding process. Candidates must already have practical experience using QuickBooks Online and be comfortable working within the platform. QuickBooks Online experience is not optional.
Because this position involves working directly with clients and handling sensitive personal and financial information, FSS maintains strict standards regarding confidentiality, professionalism, and financial integrity.
Candidates advancing through the selection process will be required to undergo a background screening, which includes:
- Criminal background check
- Credit background check
- Verification of relevant professional experience, as applicable
Background screening will be conducted in accordance with applicable federal and state laws, including required disclosures and authorizations. Information obtained will be evaluated in relation to the responsibilities of the position.
- Independent Contractor: Hourly, contract-based opportunity.
- Compensation: Hourly rate determined by relevant experience and qualifications.
- Work Location: In-person client appointments in Vero Beach, FL and surrounding areas.
- Remote Work: This is NOT a remote position.
- Transportation: Contractors must provide their own reliable transportation and use their personal vehicles to travel to client appointments.
- Equipment: Freedom Support Solutions will provide a laptop for business-related responsibilities.
PLEASE READ CAREFULLY BEFORE APPLYING.
At Freedom Support Solutions, we take a different approach to our application and interview process.
WE DO NOT SCHEDULE INTERVIEWS BASED ON RESUMES ALONE.
To be considered for this opportunity, ALL applicants MUST complete our official application.
- Applications must be 100% complete to be considered.
- Incomplete applications will not be reviewed for interview consideration.
- Submitting a resume or applying through LinkedIn alone does NOT satisfy our application requirements.
- Interviews will only be scheduled after a fully completed application has been submitted and reviewed.
- Applicants must meet the minimum qualifications outlined above.
COMPLETE YOUR APPLICATION HERE:
https://lwsnye5qcqp.typeform.com/to/nDjMSsCf
If you have professional Daily Money Management experience, are proficient in QuickBooks Online, enjoy helping clients maintain financial organization, and value building meaningful, trusted relationships, we encourage you to apply!
Freedom Support Solutions is an Equal Opportunity organization committed to fair consideration of qualified applicants.