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Daily Money Manager

ALL ABOUT AGING LLC Winter Haven, FL

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

We are looking for a professional to manage our internal financial records and work with our clients to help them with budgeting, bill paying, resolving billing questions, and tracking expenses.

Daily Money Management

  • Review assets, income, and expenses with clients
  • Create monthly budgets for clients
  • Record and track client financial records using Excel
  • Set up online access for clients
  • Assist with bill paying: writing checks, ordering checks from the bank, set up online payments
  • Advise clients on appropriate expenses and estimated costs
  • Assist with benefit application processes, including Medicaid and VA
  • Resolve billing discrepancies, follow up with insurance claims
  • Organize and scan documents
  • Conduct financial advocacy for clients in all areas
  • Meet and communicate with other financial professionals: financial advisors, investment managers, trust officers
  • Work with clients with dementia, overcoming concerns and resistance to involving outside help
  • Track client work in online software program
  • Market service throughout the community, including giving presentations

Qualifications:

· Bachelor’s degree

· 3 years of experience managing finances

· Knowledge of Microsoft Office, particularly Excel, general experience and comfort with computers and technology

Position is full time, 40 hours per week, 8AM-5PM

Salary range: $15-20/hr

Company Description
All About Aging is an Aging Life Care practice (also known as Geriatric Care Management) started in 2006 that serves Polk and Highlands Counties in central Florida. We help families navigate the aging process, particularly regarding dementia. We assess the current state of the client, develop and implement care plans, and provide ongoing support and monitoring. This includes:
- Physician visit management
- Hospitalization/emergency room management
- Navigating care transitions (hospital – rehab – home)
- Facility placement
- Aging in place
- Coordinating other service providers
We are always assessing our clients’ current state and advocating for them so they receive the best care for their situation, often recommending medication changes, orders for home health, or facilitating the acceptance of caregivers in the home. Many families are unsure about where to get answers as their loved ones age; we are here to provide guidance and assistance for all stages of the process.

ALL ABOUT AGING LLC

Why Work Here?
Small company, locally owned, lots of autonomy. Challenging work, but very rewarding!

All About Aging is an Aging Life Care practice (also known as Geriatric Care Management) started in 2006 that serves Polk and Highlands Counties in central Florida. We help families navigate the aging process, particularly regarding dementia. We assess the current state of the client, develop and implement care plans, and provide ongoing support and monitoring. This includes: - Physician visit management - Hospitalization/emergency room management - Navigating care transitions (hospital – rehab – home) - Facility placement - Aging in place - Coordinating other service providers We are always assessing our clients’ current state and advocating for them so they receive the best care for their situation, often recommending medication changes, orders for home health, or facilitating the acceptance of caregivers in the home. Many families are unsure about where to get answers as their loved ones age; we are here to provide guidance and assistance for all stages of the process.

ALL ABOUT AGING LLC's Logo

Address

127 Avenue C SE

Winter Haven, FL
USA

Industry

Healthcare

Website

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