Fiduciary Assistant

Company Description

We provide comprehensive care management, patient advocacy, and fiduciary services to a variety of individuals and families. Our role is to serve as a power of attorney (POA), personal representative (PR), trustee, guardian, and conservator, helping families manage their responsibilities. We aim to make the aging process, care for aging or special needs loved ones, and managing after a death easier for our clients.

Role Description

This is a full-time role as a Fiduciary Assistant at Avanti Eldercare Resources. As a Fiduciary Assistant, you will support our fiduciary team in managing the day-to-day financial and administrative aspects of our clients' affairs. This includes assisting with tasks such as bill paying, account reconciliation, managing insurance claims, and coordinating with attorneys and financial institutions. This role is based in Eugene, OR, with flexibility for some remote work.

Qualifications

• Strong attention to detail and organizational skills
• Excellent communication skills, both written and verbal
• Ability to handle sensitive and confidential information with integrity
• Proficiency in basic accounting principles and financial management
• Experience with Microsoft Office Suite and other relevant software
• Knowledge of fiduciary duties and responsibilities is a plus
• Prior experience in a similar role or in the eldercare industry is a plus
• Bachelor's degree in finance, accounting, or a related field is preferred

Job Type: Full-time

Pay: $22.00 - $26.00 per hour

Expected hours: 30 – 40 per week

Benefits:

• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement

Schedule:

• 8 hour shift
• Monday to Friday
• Weekends as needed

Supplemental pay types:

• Bonus opportunities
• Signing bonus

Ability to Commute:

• Eugene, OR 97401 (Required)

Ability to Relocate:

• Eugene, OR 97401: Relocate before starting work (Required)

Work Location: In person