Assistant

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 to Friday, daytime
• 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 understanding of accounting principles and bill payment processes
• Strong organizational skills and ability to multi-task
• Comfortable making calls to vendors and professionals to resolve issues
• 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
• 1 years of relevant office assistant experience preferred; 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: $45,000.00 - $47,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Bonus opportunities

Work Location: In person

Salary : $45,000 - $47,000