Financial Case Manager

About the role

We are seeking a highly organized, compassionate, and proactive Settlement Planning Case Manager to guide clients through the settlement planning process from initial engagement through implementation. This role serves as the primary coordinator of the client experience, ensuring that cases move efficiently, clients remain informed and supported, and important details do not fall through the cracks.

Responsibilities

• Guide clients through the settlement planning process from initial engagement through implementation
• Serve as the primary coordinator of the client experience
• Ensure cases move efficiently
• Ensure clients remain informed and supported
• Manage multiple complex cases simultaneously while maintaining a high level of professionalism and empathy

Requirements

The ideal candidate enjoys helping people during important life transitions, thrives on organization and follow-through, and can manage multiple complex cases simultaneously while maintaining a high level of professionalism and empathy.

Desired Outcomes

• Clients feel informed, supported, and confident throughout the process
• Cases move efficiently from intake to implementation
• Communication is timely, professional, and proactive
• Case information, deadlines, and commitments are consistently managed with accuracy

Pay

$110,000 - $150,000 yearly