Project Coordinator- Estate Administration

Do you thrive in a dynamic, supportive, small business environment? Are you looking for a new position that offers variety, autonomy, and purpose? Your background in project coordination, legal services, or even customer service may prepare you for this unique position. We are ready to invest in and train our next Project Coordinator/ Estate Manager.

Midwest Care Management Services is a small service business in Estate Management and Social Services based in the Rogers Park neighborhood of Chicago. We provide exceptional quality care management, estate administration, power of attorney, and guardianship services to the frail elderly and people with disabilities throughout the Chicago Area. Our services are paid privately by trusts, estates, and families.

Ideal candidates are highly professional, detail-oriented, have strong written and verbal communication skills, strong interpersonal skills, are self-directed, and are motivated by helping people achieve their highest quality of life.

Job Summary

The Estate Manager will act as the agent for Midwest when we are appointed as Guardian of Estate, Trustee, or Power of Attorney, overseeing the financial affairs of our clients. This is a challenging and rewarding position in which you will learn new things every day- from working with investments to maintaining and selling real estate (through a broker) to maximizing public benefits such as Social Security, Medicaid, and Medicare. We step in and safeguard the assets of our clients when they are unable to manage it on their own due to age-related disabilities, ultimately assuring our clients have the highest possible quality of life.

We look for team members who thrive working collaboratively and are successful in a fast-paced environment. The position is based out of our Rogers Park (Chicago) office but does require local travel to client homes, banks, and other vendors. A driver's license and insured vehicle are required for the job.

What Will You Do For Your Clients?

• Administer all financial-related activities for clients including Guardian of Estate, Trustee Work, and Rep Payee work.
• Open new cases by investigating assets, visiting financial institutions, reviewing mail, and interviewing the client and key people in their lives. This may include attorneys, bank officers, family members, and other vendors.
• Secure client assets such as real estate, collectibles, and vehicles. Obtain appraisals as needed.
• Prioritize and pay client bills, insurance premiums, and taxes.
• Develop budgets; Manage and track client assets, income, and expenditures.
• Act as a prudent fiduciary by ensuring assets are protected and insured, investments are appropriate, and money is not wasted.
• Analyze customer needs, offer options, resolve problems and follow up with customers
• Provide reports needed for Court such as inventories, budgets, and accountings.
• Perform other related duties as assigned or requested

What Experience & Qualities Best Prepare You for this Job?

Education: Bachelor’s Degree, preferably in a business-related field.

Experience: 2+ years of work experience, possibly in a bank, nonprofit, or service-related industry.

Work Habits: * Desire to Succeed * Problem Solving & Initiative * Solid Written and Oral Communication; including engaging in conversation with clients and customers * Project Management, Planning, & Organizing * Leadership Potential * Self-Directed Time Management * Curious and Calm, as new situations arise all the time

Job Type: Full-time

Pay: $50,196.00 - $54,104.00 per year

Benefits:

Dental insurance
Employee assistance program
Flexible schedule
Health insurance
Life insurance
Paid holidays (9)
Paid vacation days (12)
Paid sick days (3)
Professional development assistance
Retirement plan
Vision insurance

Schedule:

Monday to Friday, generally 9am-5:30pm
Weekends as needed
This is an office based position with travel throughout the Chicagoland area to complete tasks; Potential for some virtual work