10/24/2022
We are hiring!
Scout Advocacy LLC is a professional fiduciary and advocacy company with offices in Indianapolis and Fishers. Our team of professionals ensures the highest quality of life for our clients through our role as health care consultant, guardian, power of attorney, trustee, and/or health care power of attorney.
We are committed to excellence for our clients and for the larger field of professional fiduciaries and health care consultants. Our employees are team players that work hard each day to ensure our clients’ needs are met. We are a small but growing company that offers flexible work hours and the opportunity for career growth.
We are currently hiring for a Part-Time Fiduciary Officer. The job description for this position is below. If you are interested in applying, please send your resume and cover letter to Sara McClammer, Director of Operations (sara@scoutadvocacy.com). We will be interviewing candidates on a rolling basis until the position is filled.
-------
Job Position: Fiduciary Officer (Part-Time)
Description:
This position exemplifies the culture of Scout Advocacy LLC including fiscal responsibility, client service quality, team work, and company success. The Fiduciary Officer main role is to;
• manage clients’ finances
• communicate/plan with Lead Advocates for the best quality of life for clients
• professional written and oral communication with financial institutions
• manage client tax returns
• manage clients’ real and personal property
Key Responsibilities:
• Prompt review and understanding of all Client Service Plans
• Professional and detailed handling of MyCase and Director assigned tasks
• Independently and efficiently complete tasks on time
• Manage own schedule to achieve goals of position
• Proficiency with MyCase, Quickbooks, and Microsoft Word and Excel
• Adherence to Company Policy and Procedure
• Document management excellence
• Communication with financial institutions both in writing and in person
• Travel to clients’ property to obtain personal property, take necessary steps to secure the property, and oversee the process to sell property
• Travel to financial institutions
• Prompt email and MyCase communications each work day
• Attend monthly in-person team meeting
• Ability to transfer, move, or lift 30 pounds
Miscellaneous:
• Strong written and verbal skills
• Excellent interpersonal skills
• Flexible and willing to support company goals
• Valid Driver’s License and reliable transportation
• Must be able to pass background check
• Bachelor’s Degree Preferred
• Resume and cover letter
• 20-25 hours per week with the opportunity for more hours
• Opportunity to work from home
• Flexible schedule
