Midwest Care Management Services is a small, dynamic service business delivering Care Management and Estate Services throughout the Chicagoland area. We are seeking our next trainee to help provide estate administration, power of attorney, and guardianship services to the frail elderly and people with disabilities.
Ideal candidates are highly ethical, 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. Your day will consist of investigating assets, responding to client inquiries, transaction processing, establishing and maintaining accounts, running errands to check on properties or conduct banking, account opening and closing, file maintenance, reporting, and handling routine correspondences.

JOB SUMMARY

The Estate Manager will act as the agent for Midwest when we are appointed as Guardian of Estate, Trustee, Power of Attorney or Executor, 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. We offer a supportive work environment and on-the-job training. The position is based out of our Rogers Park (Chicago) office but does require local travel to client homes, banks, and other vendors.

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 as a paralegal, in a bank, nonprofit, or service-related industry.

REQUIREMENTS:

• Reliable personal vehicle
• Valid automotive insurance policy
• Valid driver’s license
• Willingness to follow public health protocols
• Meet requirements to serve as a Guardian in the State of Illinois, including: Be at least 18 years old, Be a resident of Illinois, Be of sound mind, Not be adjudicated as disabled, and Not have a felony conviction

• 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