Financial Case Manager

Financial Case Manager – Fiduciary, Estate & Bookkeeping Services

Recruiting Partner: Samantha McDermott

San Jose, California | Healthcare Services | Not Remote | $62,400 to $79,040 | Job ID: 178769

Job Summary

Join a small fiduciary services team supporting the financial, legal, trust, and estate needs of private clients. This opportunity is well suited for someone who genuinely enjoys detailed financial and legal work, including bookkeeping, document review, financial reporting, and estate

Benefits and Compensation

• Quarterly profit-sharing bonuses
• Medical, dental, vision, life, and long-term disability insurance
• SIMPLE IRA with 3% employer match
• Paid time off and additional unpaid vacation options
• Mileage and eligible vehicle-expense reimbursement
• Employer-paid California fiduciary pre-licensure education
• Training in fiduciary, trust, estate, and financial administration
• Long-term growth within a specialized professional-services practice

Requirements & Qualifications

• Bachelor’s degree or equivalent work experience in finance, bookkeeping, accounting, basic tax preparation, legal services, or a related field
• Strong interest in financial, legal, trust, and estate-related work
• Proficiency with Microsoft Excel
• QuickBooks or QuickBooks Online experience is highly desired
• Ability to organize a high volume of email and prioritize competing deadlines
• Strong reading comprehension and ability to summarize detailed information accurately
• Valid driver's license and reliable personal vehicle
• Ability to handle confidential financial and legal information with discretion
• Strong documentation, organization, and follow-through
• Comfortable working in a time-tracking and billable-hour environment

Must Haves

• Maintain accurate client financial records and supporting documentation
• Assist with bill payment, expense tracking, account reconciliation, and financial reporting
• Organize financial and legal documents for accountants, attorneys, tax professionals, and beneficiaries
• Review estate-planning documents and learn to prepare detailed summaries of trusts, wills, powers of attorney, and related materials
• Identify important provisions, deadlines, parties, assets, and follow-up items within financial and legal documents
• Manage a high-volume email inbox and prioritize urgent financial, legal, and administrative matters
• Track outstanding documents, payments, deadlines, and action items across multiple accounts
• Coordinate with banks, insurance companies, accountants, attorneys, investment advisors, and other professional service providers
• Maintain detailed records of all work performed, including billable time
• Follow internal financial controls and confidentiality procedures
• Drive locally to ship documents, retrieve mail, and pick up materials from post offices or client residences

Preferred Background & Skills

• Bookkeeping, accounting, accounts payable, or financial administration experience
• Basic tax-preparation or personal-income-tax exposure
• Legal assistant, paralegal, probate, estate-planning, or trust-administration experience
• Experience reviewing contracts, estate plans, financial statements, or other detailed documents
• Ability to turn complex financial or legal information into organized written summaries
• QuickBooks Online proficiency
• Advanced Microsoft Excel skills
• Experience with Clio Manage or another legal case-management and billing platform
• Experience in an accounting firm, law firm, fiduciary practice, family office, financial-services firm, or other professional-services environment
• Interest in developing expertise in trust administration, estate settlement, and professional fiduciary services

JOB ID: 178769