Case Manager Assistant
Lindsey Financial Group | Redlands, CA (Hybrid) | Full-time
Pay: $50,000–$80,000/year, based on experience, education, and performance — with flexibility above this range for an exceptional candidate.
About Us
Lindsey Financial Group is a family-owned and operated firm specializing in financial planning, bookkeeping, accounting, tax preparation, life insurance, investments, and charitable estate planning. For over 40 years, we've built business strategies centered on strong, lasting client relationships to help our clients achieve financial success and security. We work hard for our clients, but we also know how to have fun doing it — our office has lively, fast-paced energy and a team that genuinely enjoys working together. We're looking for a detail-oriented, highly organized Case Manager Assistant who thrives on building great client relationships and is ready to learn quickly and grow with us long-term.
About the Role
As Case Manager Assistant, you'll provide administrative, financial, and project support for client cases, working closely with and reporting directly to a dedicated Case Manager. You'll be the engine behind our workflow — tracking every task is the top priority of this role — while maintaining sharp attention to detail and following up consistently so nothing ever falls through the cracks. If you thrive on staying organized amid a fun, fast-moving day-to-day and take pride in being the person everyone can count on to show up and follow through, we'd love to meet you.
What You'll Do
· Track and manage client workflows across all active cases using our project management software (Wrike) this is the highest priority responsibility of the role
· Build and maintain strong client relationships, ensuring every interaction meets their expectations
· Maintain meticulous attention to detail while preparing, reviewing, and organizing financial and legal documents
· Follow up proactively and consistently with clients and third parties (CPAs, advisors, legal teams, etc.) to collect outstanding items and keep every project on schedule
· Assist with a variety of tasks spanning financial, estate, insurance, and tax planning, working closely with the Case Manager to identify priorities — as your depth of client knowledge grows, so does your ability to take these tasks on with less oversight
· Collect and process client intake and renewal documents
· Scan, save, and organize all client documents (E-files)
· Work directly with clients to gather necessary financial documents
· Create client entity matrices and flow charts
· Draft preliminary client retainers and assist with tax projections
· Schedule client meetings and prepare agendas, notes, and action items
· Communicate proactively across internal departments and outside partners on project status
What We're Looking For
· Previous experience in the financial planning industry required
· Preferred professional designations (or a combination thereof): MBA, CFP, CHFC, CLU, EA, AEP, RFC, CPA, JD
· Moderate-to-advanced skills in Microsoft Office and Outlook
· Strong written and verbal communication skills (email, phone, and in-person)
· Excellent analytical skills with a strong attention to detail — a must for this role
· Punctual and reliable, with consistent, on-time attendance
· Proven ability to track and manage multiple workflows simultaneously without letting details slip
· Strong follow-up skills; comfortable proactively chasing down information from clients, case manager(s), in-house accounting team as well as third parties
· Ability to work autonomously in a fast-paced environment while following internal systems and protocols
· A good sense of humor and a team-player attitude — we like to keep things fun even when we're heads-down and busy
Compensation & Schedule
· $50,000–$80,000/year, based on experience, education, and performance
· Hybrid schedule with a mix of remote and in-office days
· PTO (vacation, sick, and holidays)
· Life insurance
· Short-term and long-term disability coverage
· 401(k) with profit sharing
· Medical insurance (100% company-paid)
· Voluntary dental and vision plans available (employee-paid)
Relocation assistance may be considered for a strong candidate. Interested candidates should apply through this posting. Lindsey Financial Group is an equal opportunity employer.
Job Type: Full-time
Pay: $50,000.00 - $80,000.00 per year
