What are the responsibilities and job description for the Assistant Case Manager position at Stagg Fiduciary Services, LLC?
Assistant to Case Managers – Private Fiduciary Firm
We are a well-established private fiduciary firm seeking a full-time, energetic, and self-motivated Assistant to support our Case Managers in handling the financial affairs of incapacitated and/or disabled clients, as well as Trust beneficiaries. This is a great opportunity for a proactive individual who thrives in a fast-paced environment and enjoys working both independently and as part of a team.
Position Details:
- Hours: Monday - Friday
- Location: Salt Lake City, UT
Key Responsibilities:
- Manage bill payments and assist with budgeting processes
- Review and analyze invoices for accuracy and discrepancies
- Handle vendor communications to resolve billing and other issues
- Maintain organized records and ensure follow-up on outstanding tasks
- Provide timely responses to case managers and other professionals
- Collaborate effectively within a team environment to meet deadlines and manage workload
Qualifications:
- Basic principles and bill payment processes
- Strong organizational skills and ability to multi-task
- Written and verbal communication skills
- Strong problem-solving skills with the ability to assess risk and propose solutions
- Excellent time management and attention to detail
- Proficient in Microsoft Office Suite (Word, Excel, Outlook) and intermediate typing skills
- Good basic math skills and the ability to analyze financial documents; accounting, legal, and/or Quickbooks knowledge is a plus
- Must have reliable transportation for occasional fieldwork with contractors, suppliers, real estate agents, and financial institutions
Additional Requirements:
- Ability to work independently and prioritize tasks effectively
- Must be punctual, with a focus on accuracy and timeliness in all tasks
Compensation:
- This is an entry-level position with salary based on experience and abilities
If you are a motivated, detail-oriented individual with a passion for supporting others and thrive in a dynamic, professional environment, we encourage you to apply!
Job Type: Full-time
Pay: $22.50 - $26.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $23 - $26