Case Manager - Fiduciary & Executor Services

This is an on-site position based in Salunga, PA, not remote. You'll be out in the community regularly: visiting clients, sitting in on care plan meetings at senior living facilities, and being the steady, trusted face families see when everything else feels overwhelming.

As a Case Manager, you're the person who makes sure nothing falls through the cracks. You'll track and pay client bills on time, every time, reconcile accounts down to the penny, and serve as the go-to contact for senior living communities and healthcare providers when a client can't advocate for themselves. It's precise, detail-heavy work — and it matters enormously to the families counting on you to get it right.

You won't be making the big calls alone. Every fiduciary decision routes to Pam Witwer, our Founder and Fiduciary of Record — your job is running the day-to-day with accuracy, sound judgment, and the discipline to know exactly when to escalate. If you're the person who catches the discrepancy nobody else would have noticed, and who can sit across from a grieving family and bring both warmth and order to a hard moment, this is where that belongs.

$23 - $25 hourly

The Case Manager manages the day-to-day execution of assigned client cases under that authority. This teammate tracks and pays client bills, monitors and reconciles bank accounts, serves as liaison to senior living communities and healthcare providers, coordinates the operational side of healthcare matters, maintains the client record, and reports to the Fiduciary of Record on a defined cadence.

This teammate does not hold the fiduciary appointment, does not exercise fiduciary discretion, and does not make financial, healthcare, or legal decisions on behalf of a client. Every such decision is escalated to the Fiduciary of Record in accordance with the Fiduciary Escalation Matrix.

This role requires the highest standards of ethical conduct, precision, and compassionate client service, and the discipline to work independently while operating strictly inside a defined authority boundary.

MAJOR DUTIES AND RESPONSIBILITIES

Financial Administration

• Track and pay client bills on schedule. On-time payment is a core function of this role and is not discretionary.
• Monitor client checking and operating accounts for balance, unusual activity, and unauthorized debits
• Reconcile bank, investment, and facility statements monthly
• Maintain the client's checkbook register and all supporting documentation
• Prepare monthly client financial summaries for review by the Fiduciary of Record
• Assemble documentation supporting client invoicing, tax preparation, and annual accounting. The Fiduciary of Record reviews and signs all filings and accountings.
• Identify and immediately escalate financial irregularities, suspected exploitation, or fraud

Facility and Provider Liaison

• Serve as the primary point of contact with senior living communities, personal care homes, memory care units, and skilled nursing facilities
• Attend care plan meetings, document outcomes, and circulate written notes to the Fiduciary of Record
• Review facility invoices for accuracy before payment
• Track the level of care, room assignment, rate changes, and any facility notices affecting a client
• Conduct periodic client visits to observe well-being, living conditions, and service needs, and document what is observed

Healthcare Coordination

• Coordinate medical appointments, transportation, prescriptions, and care transitions
• Communicate with physicians, nurses, and healthcare teams to gather information and relay decisions made by the Fiduciary of Record
• Track medication changes, hospitalizations, falls, and discharges, and document all clinical developments
• Escalate every healthcare decision, consent request, and change in level of care to the Fiduciary of Record. This teammate does not authorize procedures, medications, or treatment plans.

Case Documentation and Reporting

• Maintain the complete client record in Flowlu in accordance with LPES naming and workflow standards
• Log every material client, family, facility, provider, and professional contact
• Deliver a written weekly case report to the Fiduciary of Record on…