Midwest Care Management Services – Rogers Park, Chicago
Midwest Care Management Services is a small, mission-driven company providing guardianship, estate administration, care management, and fiduciary services for older adults and adults with disabilities throughout Chicagoland.
We are seeking a highly organized, accountable, and compassionate professional to join our Estate Services team. This role is ideal for someone who enjoys balancing multiple priorities, solving problems, communicating professionally, and working collaboratively in a fast-paced office environment where every day is different.
This is not a traditional desk job. One hour you may be coordinating with attorneys or preparing a court accounting, and the next you may be helping secure a client’s property, resolving an insurance issue, or working with a bank to protect assets.
The people who thrive here are resourceful, calm under pressure, detail-oriented, and genuinely enjoy helping others while working closely with their team.
What You’ll Do
As an Estate Manager, you will help manage the financial and administrative affairs of clients for whom Midwest serves as:
- Guardian of Estate
- Trustee
- Agent under Power of Attorney
- Executor
- Representative Payee
Responsibilities include:
- Investigating and organizing client financial information and assets
- Managing bill payment, insurance, taxes, and budgeting
- Communicating with attorneys, judges, financial institutions, service providers, and family members
- Preparing inventories, budgets, reports, and court accountings
- Opening, maintaining, and closing financial accounts
- Monitoring and protecting client assets, including real estate and personal property
- Responding promptly and professionally to inquiries and urgent issues
- Conducting local errands including banking, property visits, and document delivery
- Maintaining organized and accurate records
- Collaborating closely with colleagues to ensure tasks are completed thoroughly and on time
What Makes Someone Successful in This Role
We are looking for someone who:
- Is highly dependable and follows through on commitments
- Can manage multiple competing priorities without losing attention to detail
- Communicates clearly and professionally in writing and in person
- Is comfortable interacting with attorneys, court personnel, financial institutions, and families
- Works well independently while also contributing to a collaborative team environment
- Has strong judgment, organization, and problem-solving skills
- Brings practical life experience with financial responsibilities such as bill paying, insurance, banking, budgeting, or household management
- Is comfortable learning new systems and navigating unfamiliar situations
- Appreciates meaningful work that helps protect vulnerable adults
Qualifications
Preferred:
- Bachelor’s degree or equivalent professional experience
- 2+ years of experience in banking, legal support, fiduciary services, office administration, social services, nonprofit administration, insurance, accounting support, or a related field
Requirements:
- Reliable personal vehicle
- Valid driver’s license and insurance
- Ability to travel locally throughout the Chicagoland area
- Illinois residency and eligibility to serve as a Guardian under Illinois law
Work Environment
- Small, supportive, team-oriented office
- On-the-job training provided
- Fast-paced and highly collaborative
- Based in Rogers Park, Chicago, with local travel throughout the workweek
Candidates who live on Chicago’s North Side or nearby suburbs may be especially well-suited due to the local travel and in-office nature of the role.
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Application Question(s):
- Provide a brief summary of how you stay organized and manage competing priorities.
Education:
Experience:
- Project coordination: 2 years (Preferred)
License/Certification:
- Driver License (Required)
Ability to Commute:
- Chicago, IL 60626 (Required)
Work Location: In person
