Administrative and Conservatorship Accounting Assistant

2 weeks ago

Quezon City, National Capital Region, Philippines BruntWork Full time ₱300,000 - ₱450,000 per year

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

Requirements

  • Advanced proficiency in Microsoft Excel and Google Sheets
    (Applicants must submit samples of previously managed spreadsheets)

  • 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

Independent Contractor Perks
  • Permanent work from home
  • Immediate hiring
  • Steady freelance job
ZR_27263_JOB

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