client-relatedfollow-throughFinancial Advocate
IKOR of Western Pennsylvania
Pittsburgh, PA
Full time
About Us
IKOR of Western Pennsylvania provides professional life care management, fiduciary support, advocacy, and quality of life services for older adults, individuals with disabilities, and people navigating complex medical, financial, legal, and family systems.
Our clients often have complex needs, limited family support, cognitive changes, disabilities, mental health concerns, medical vulnerability, or difficulty managing daily life. Many are supported by trustees, attorneys, financial professionals, family members, physicians, home care agencies, and community providers.
We are not a traditional home care agency. We provide professional oversight, problem solving, advocacy, coordination, and continuity. Our role is to help clients remain safe, supported, organized, and treated with dignity.
We are seeking a Financial Advocate who can provide fiduciary support, financial organization, benefits coordination, bill management support, document organization, and practical advocacy for vulnerable clients.
Position Overview
The Financial Advocate supports clients who need help managing the financial, administrative, household, and practical details of daily life. This role works closely with clients, families, trustees, attorneys, financial professionals, care managers, and service providers to help ensure that important responsibilities are completed accurately and timely.
This is a client facing fiduciary support position. The Financial Advocate helps organize bills, mail, financial documents, benefits information, vendor communication, household records, and follow up tasks. This role does not replace the trustee, attorney, accountant, or financial advisor. Instead, the Financial Advocate helps make sure the practical details are organized, communicated, documented, and followed through.
The ideal candidate is highly organized, trustworthy, emotionally mature, detail oriented, and able to work respectfully with clients who may be overwhelmed, resistant, confused, medically vulnerable, or cognitively impaired.
This position requires professionalism, discretion, patience, accuracy, and strong follow through.
Key ResponsibilitiesFiduciary Support and Financial Organization
The Financial Advocate may assist with:
- Organizing bills, mail, statements, invoices, receipts, and financial documents
- Supporting bill payment coordination under the direction of the appropriate fiduciary, trustee, agent, or company procedure
- Tracking client expenses, recurring bills, vendor payments, and outstanding financial tasks
- Monitoring for unpaid bills, past due notices, account issues, service disruptions, or financial concerns
- Communicating with trustees, attorneys, financial professionals, banks, insurance companies, utility companies, and service providers
- Helping maintain organized client financial records
- Gathering and organizing budgeting information and expense tracking
- Supporting benefit related tasks, including Social Security, Medicaid, Medicare, veterans benefits, pensions, insurance, or other programs as assigned
- Gathering documents needed for applications, renewals, reviews, tax preparation, or professional meetings
- Supporting clients in responding to financial paperwork, benefit notices, insurance forms, and account related issues
- Following internal procedures for financial documentation, confidentiality, accuracy, and escalation
Benefits and Administrative Advocacy
The Financial Advocate helps clients stay connected to benefits, services, and administrative systems that affect daily life and financial stability.
Responsibilities may include:
- Assisting with benefits paperwork, renewals, applications, and follow up
- Helping gather records needed for Medicaid, Medicare, Social Security, veterans benefits, housing, insurance, or other programs
- Communicating with agencies, providers, offices, and professional partners as appropriate
- Tracking deadlines, required forms, notices, and next steps
- Helping clients understand what information is needed and assisting them in completing tasks
- Escalating concerns when benefits, housing, insurance, care, or financial stability may be at risk
Client Support and Practical Advocacy
The Financial Advocate also supports clients with practical needs that affect stability, safety, and quality of life.
Responsibilities may include:
- Assisting clients with paperwork, forms, phone calls, mail, appointments, and follow up tasks
- Coordinating household services, repairs, maintenance, vendors, and deliveries
- Supporting organization of personal documents, records, and important information
- Communicating with family members, care managers, trustees, attorneys, and providers as appropriate
- Identifying when a client’s needs are changing or when additional support may be required
- Supporting clients who may be overwhelmed, anxious, resistant, confused, or disorganized
- Helping clients complete necessary tasks while preserving dignity and independence
- Escalating concerns when client safety, financial stability, housing, medical care, or quality of life may be at risk
Documentation and Communication
The Financial Advocate is expected to maintain accurate and timely documentation.
Responsibilities include:
- Documenting client work according to company standards
- Recording completed tasks, outstanding needs, follow up items, and concerns
- Communicating clearly with team members about client priorities and deadlines
- Following through on assigned responsibilities
- Communicating early when something cannot be completed or when additional help is needed
- Protecting client confidentiality at all times
- Maintaining professional communication with clients, families, professionals, agencies, and vendors
Team Collaboration
This role works closely with care managers, nurses, fiduciary team members, administrative staff, and leadership.
The Financial Advocate will:
- Participate in team communication and case coordination
- Help ensure that client commitments are completed
- Share relevant information with the appropriate team members
- Support company standards related to professionalism, responsiveness, documentation, and follow through
- Help prevent important client needs from falling through the cracks
Qualifications
Bachelor’s degree required. Preferred areas of study include business, accounting, finance, human services, social work, psychology, healthcare administration, legal studies, gerontology, or a related field.
Prior experience in fiduciary support, bill pay, bookkeeping, banking, trust administration, financial services, benefits coordination, care management, social services, legal support, client advocacy, or work with vulnerable individuals preferred.
Strong organizational skills and attention to detail required.
Strong written and verbal communication skills required.
Ability to manage paperwork, deadlines, documentation, phone calls, and multiple client needs.
Ability to work with clients who may be overwhelmed, resistant, anxious, cognitively impaired, medically vulnerable, or distrustful.
Ability to maintain confidentiality and handle sensitive financial, medical, legal, and personal information with discretion.
Comfort communicating with families, trustees, attorneys, financial professionals, medical providers, banks, vendors, insurance companies, and community agencies.
Ability to take ownership, follow through, and communicate early when something cannot be completed.
Valid driver’s license, reliable transportation, and ability to travel locally to client homes, appointments, banks, offices, care settings, and community locations.
Ideal Candidate
The ideal candidate is steady, organized, trustworthy, and practical. This person understands that financial organization and daily life follow through are directly connected to safety, dignity, and quality of life.
You may be a strong fit if you:
- Are highly organized and detail oriented
- Follow through without needing constant reminders
- Can manage paperwork, bills, calls, forms, and deadlines
- Are comfortable working with vulnerable adults
- Can stay calm when clients or families are overwhelmed
- Can communicate professionally with attorneys, trustees, financial professionals, agencies, and service providers
- Can balance compassion with accountability
- Can identify problems and take practical steps to solve them
- Understand the importance of confidentiality and professional boundaries
- Do not avoid difficult conversations or unfinished tasks
- Take ownership of what you promised to do
Schedule
This is a full time position.
Some flexibility may be required based on client needs, appointments, deadlines, and urgent situations.
This role includes local travel to client homes, appointments, banks, offices, care settings, and community locations.
Compensation
Compensation is based on experience, qualifications, and ability to manage fiduciary support, financial organization, documentation, benefits coordination, client communication, and follow through.
Benefits
Benefits may include paid time off, professional development, mileage reimbursement for client related travel, and opportunities for growth within a developing organization.
Pay: $50,000.00 - $60,000.00 per year
Benefits:
Work Location: In person
