Administrative and Conservatorship Accounting Assistant - (ZR_27263_JOB)

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
  

• Permanent work from home
  
• Immediate hiring
  
• Steady freelance job