Overview
We manage the day-to-day financial affairs for adult clients that are too busy or overwhelmed to pay bills, organize for taxes, submit medical claims, and manage basic household maintenance. Our clients include busy professionals, older adults that have some health issues that make managing the finances difficult, and younger adults that have been diagnosed with ADD, ADHD, Asperger’s or Autism. We may act in tandem on perform on behalf of clients.
We serve clients in the metropolitan DC area primarily. You will need to be able to drive to their homes and visit and pick-up mail. Need to be able to manage 10 – 20 billable hours a week of which 30 – 40% may involve driving and being at client’s home (following COVID guidance.)
KEY PERFORMANCE INDICATORS:
1) Organizing for tax filing
2) Elimination of unused services
3) Detection, protection, and reduction of predatory services and fraud
4) Balancing checkbooks and organizing finances
5) Home visit reporting to client and approved family members
6) Compile a monthly cash flow summary to illustrate income vs. expenses
7) Handling bill payments to include online services and credit card accounts
8) Home maintenance scheduling, competitive bidding using vetted and trusted providers
9) Complete, submit and collect medical claim reimbursements as well as Long-term care insurance claims
10) Overall customer satisfaction based on feedback from client and involved family members
11) Reporting and support to Trustee, POA, or parent
About
As Daily Money Managers, we provide personal financial assistance to clients who are too busy, or have difficulty managing their personal monetary affairs, including:
Bill pay, mail sorting, and account reconciliation
Tax organization and financial documentation
Scam and fraud avoidance
Home maintenance and service scheduling
Medical insurance and claims support
Quicken setup, management, and reporting
Agent, executor, and probate support
As members of the American Association of Daily Money Managers (AADMM), we provide the support and services to meet individual client needs and are bound by ethical standards to represent our client’s best interests. From project-based organization and scheduled visits (mail pick-up, some in-home help as requested by client), to support over extended vacations or emergency assistance, we’ve got your back.
MemoryBanc employees are insured, bonded, and clear a rigorous background check. Our clients have complete control over who sees their information and how it is collected, organized, and protected.
Our services complement the work of legal, tax, and financial professionals. We offer in-home support on a weekly, monthly, or as-needed basis to meet individual and household needs.
Qualifications
Ability to stay calm, exhibit empathy, and prioritize and focus on primary goals with attention to detail. Experience managing a household budget, cash flow, and reconciling both on-line banking and manual checking accounts. Proficiency with Windows, Microsoft Office suite to include Excel, Work, and/or tools such as QuickBooks or Quicken. Ability to work one-on-one with clients (following covid protocols) as well as coordinate using zoom and phone calls.
