Administrative and Conservatorship Accounting Assistant - (ZR_27263_JOB)

Job Description

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

Requirements

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