Client Services Assistant

Integrity Fiduciary Services is a small professional fiduciary practice serving adults under guardianship and conservatorship in Dakota County and nearby counties. We are looking for a dependable, organized person who likes helping people and gets things done.

Schedule and pay

• Part-time, 15 to 20 hours a week to start, with room to grow as you learn the work

• Hourly rate: $22 to $24 per hour to start, based on experience, with increases as you grow in the role

• Mileage reimbursed at the IRS rate for client travel

• Work from your own home, with monthly travel to client homes, group homes, and care facilities in Dakota County and surrounding areas. Training and file pickup take place at our home office in Hastings

• Company laptop, phone, and company email provided

• Flexible schedule: nights, weekends, and other work are fine as long as client needs are covered

• Earned sick and safe time as provided by Minnesota law

• Covered by workers’ compensation insurance

• Employer-sponsored retirement plan anticipated after one year of full-time employment

Introductory period

The first 90 days of employment is an introductory period so we can both make sure this is a good fit. At the end of this period we will meet to review how things are going, including hours, duties, and pay.

What you will do

• Meet with clients in person monthly, as directed, check on their well-being and living situation, and write a short visit note

• Keep track of each client's medical appointments; schedule, confirm, and arrange transportation

• Attend routine appointments when needed and report back or get a copy of each report for the file

• Help with county assistance: Medical Assistance and waiver renewals, applications, and follow-up with case managers

• Request and organize medical, facility, and county records

• Scan, name, and file documents in our electronic client files

• Help with office filing so client files are accurate and up to date before appointments

• Draft routine letters and emails for review

• Track your time and mileage accurately

Clients and referral sources

Clients and referral sources of Integrity Fiduciary Services belong to the practice. While employed, and for one year after, you may not solicit or take on IFS clients, or ask IFS referral sources to send work to you or another business. You will be asked to sign a confidentiality and non-solicitation agreement before you start.

What you bring

• Strong computer skills: Outlook, Word, Excel, OneDrive, scanning, and online portals like MyChart

• A people person who is patient and respectful with older adults and adults with disabilities

• Organized, reliable, and follows through without reminders

• Honest and able to keep information strictly confidential

• Valid driver's license, reliable vehicle, and current auto insurance

• College coursework or a degree in social work, human services, or health care is a plus

• Experience in social services, health care, case management, or county benefits is a plus

This position works with vulnerable adults. A job offer will depend on passing a criminal background check, including a fingerprint-based check, and a driving record check.

Integrity Fiduciary Services is an equal opportunity employer.

To Apply

• To Apply, email your resume and a few lines about why you’re interested in this position to kelly@integrityfiduciary.com