Administrative and Conservatorship Accounting Assistant - (ZR_27263_JOB)

This is a remote position.

• Schedule: 4 hours daily (flexible within Eastern Time business hours)
• Location: Remote | Connecticut-based clients

Key Responsibilities

• Maintain and update Excel and Google Sheets systems that track fiduciary data across a rolling 12-month calendar
• Create and revise summary worksheets that reflect real-time expense totals by category (e.g., rent, utilities)
• Accurately enter and reconcile monthly financial data across multiple client accounts
• Prepare annual financial reports and disclosures for probate court submission
• Manage structured client records and ledgers via an online case management platform
• Track statutory deadlines and ensure timely completion of conservatorship filings
• Assist with Medicaid spend-down documentation and burial trust coordination
• Communicate professionally with probate courts, attorneys, service providers, and families
• Record professional voicemail messages for business use and client communication
• Provide simplified, culturally sensitive explanations of fiduciary processes to ESL stakeholders
• Support conservator responsibilities related to insurance, benefits coordination, and compliance
• Assist with trained phone support and client outreach following onboarding and training
• Advanced proficiency in Microsoft Excel and Google Sheets(Applicants must submit samples of previously managed spreadsheets)

Requirements

• Experience using online case management or document tracking systems
• Background in accounting, bookkeeping, or fiduciary administration
• Willingness and ability to learn Connecticut conservatorship laws and probate court protocols
• Strong attention to detail and accuracy in financial and legal recordkeeping
• Ability to manage multiple client accounts independently and meet deadlines
• Discretion and professionalism in handling sensitive client information
• Emotional intelligence and adaptability when communicating with diverse audiences
• Organized, proactive, and solution-oriented approach to administrative duties

• Permanent work from home
• Immediate hiring
• Steady freelance job