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Daily Money Manager for seniors & busy professionals with part-time, flexible hours in Northern Virginia and DC
Are you a financially savvy person looking to take control of your work week with part-time, flexible hours?Are you seeking challenging, rewarding work where you can make a real difference for your clients and their families? Look no further -- a great opportunity awaits!
We are a team of 24 and we ease our clients' financial stresses through organization and day-to-day financial management.Everyday Money Management is the largest daily money management firm in the metro Washington, DC area providing personal financial management to seniors and busy professionals. We are looking to hire a Daily Money Manager to service clients in person in Northern Virginia, DC, and remotely throughout the U.S. First, please go to our website to learn about the type of financial work we do.
As a daily money manager, no two days - or clients - are alike. One day you might be helping a recent widow pay her bills. The next day you might be tracking expenses for a busy professional couple. The third day you might be locating and organizing tax documents to send to a CPA. The variety of the work allows you to establish a flexible work schedule that meets your needs.
Please note that this position involves serving members of vulnerable groups, and involves close interaction with clients and their families and caregivers.
You should:
- have great interpersonal skills and a desire to provide "financial care management" to seniors and busy professional clients,
- have the personal finance knowledge needed to guide your clients and to manage engagements independently, and
- be proficient in PC-based (Office 365) and web-based applications.
This is a 25 hr/week job (minimum work requirement), weekday hours, serving clients in Northern Virginia. You MUST live in one of the Northern Virginia suburbs of DC in order to qualify for this position. Our daily money managers serve some clients in person within a 30-minute drive from their home. Some work can be performed in your home office.
Requirements
Must live in the Northern Virginia suburbs of DC
Proficiency using a PC
Microsoft Office 365 (especially Excel and Word)
Quicken or Quickbooks a plus
Benefits
Flexible schedule
Some work from home
Annual Bonus
Paid Sick Leave
401K with company match
Health Reimbursement Arrangement (HRA)