Job description

FAMILY ELDERCARE

Estates Specialist

Job Description

Job title: Estates Specialist Reports to: Guardianship Estates Manager

Program: Guardianship Work Location: Rutherford Office

Position Status - Full-time
FLSA Classification - Non-Exempt Salary Range - $24.00/hour

The Estates Specialist is responsible for protecting, maintaining, and disposing of client assets per individual Court Orders under direction of Manager.

Essential Duties and Responsibilities:

• Assist with initial inventory and marshalling of assets, change of address
• Travel to homes, storage centers, and other locations to organize and secure assets and client property under direction of Estates Manager
• Change locks on any real property owned by the client
• Secure any vehicles owned by the client, obtain title, determine whether to sell vehicle.
• Check Unclaimed Property for any Unclaimed funds of the client.
• Property maintenance of client real assets per court order (liquidate, preserve, hiring

3rd party, etc.)

• Collaborate with Guardianship team and Legal in the management of assets according to the Texas Estates Code
• Communication to banks/financial institutions providing initial and annual LOG, closing accounts as needed
• Administrative tasks o Bank reconciliations, o Gathering & Scanning tax documents o Filing financial documents o Collating backup to Bank Statements and filing o Purging and Archiving Financial Documents o Banking – Deposits o Post office run o Assist with Mail Distribution
• Other duties as assigned

Education and/or Work Experience Requirements:

• High School Graduate: Associates preferred
• QuickBooks Online Preferred
• Experience with property management and banking desired
• Proficient in Microsoft Office products

Working Conditions/Physical Requirements:

• Work duties occur both in an office setting and off site, real property, storage facilities, financial institutions, conducting duties related to guardianship Estates services
• A significant amount of time is spent on the computer
• May occasionally involve physical tasks, in

Competencies:

• Ability to advocate for client’s best financial interest, manage real property assets judiciously and in compliance with Texas Estates Code
• Ability to work independently, organize work efficiently, prioritize response to changing needs of the program with moderate supervision
• Ability to keep accurate and organized records
• Ability to interact in a positive manner in person and on the phone
• Ability to articulate clearly in both verbal and written communications
• Ability to make constructive use of professional supervision
• Ability to learn and demonstrate knowledge of involved Court systems
• Ability to learn about Medicare and Medicaid, SSA, SSDI, SSI, VA, and related Representative

Payee programs

Job Type: Full-time

Pay: From $24.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Austin, TX 78754: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location

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