Senior Services Case Manager – Financial Administration

Job overview

The Senior Services Case Manager – Financial Administration is an onsite role based in San Jose, CA. Compensation is not specified in the listing, and this role supports a fiduciary services team. This role exists to help elderly clients maintain stability through complex healthcare, financial, and estate transitions. It contributes to the team's goals by providing compassionate advocacy and meticulous financial record-keeping.

What you'll do

• Maintain client financial records and support bill payment.
• Coordinate with accountants, attorneys, and healthcare providers.
• Complete client wellness visits.
• Review care plans and monitor medications.
• Document all interactions and activities accurately.

What we're looking for

Skills & competencies

full-time

day shift

san jose ca

goodwin recruiting

healthcare

case manager

elderly

financial

fiduciary

advocacy

Work arrangement

• Weekend coverage required

Benefits & perks

• Quarterly profit-sharing, medical/dental/vision/life/disability insurance, SIMPLE IRA with 3% match, and paid fiduciary education.

Why this role

Quarterly profit-sharing bonuses tied to productivity.

About the employer

Goodwin Recruiting is hiring for this role. Industry: Services for the Elderly and Persons with Disabilities. Sector: 62.