Personal Assistant for Seniors Aging in Place - Main Line, PA

Overview:
We seek a highly organized and detail-oriented individual to join our team as a Personal Assistant to seniors in their homes. As a Personal Assistant, you will provide administrative support including:

Daily Money Management

• Open mail, prepare checks for signature, review and reconcile bank statements and credit card statements, filing
• Inventory the client's files and prepare a personal inventory
• Collect and organize relative tax documents to send to the client’s accountant
• Review medical bills and insurance statements to ensure accurate billing and reimbursement

Calendar

• Arrange appointments, update the calendar and provide reminders for action items

Work Collaboratively with the Client's Team

• Family members
• Professional team (financial advisor, attorney, accountant, care manager)
• Connect clients to resources and offer solutions to problems

Home Organization

• Schedule and manage contractors for home maintenance
• Identify home maintenance projects required to maintain the safety and value of the home

Skills:

• Bachelor of Science or Bachelor of Arts Degree
• Attention to how the details affect the big picture
• Compassionate and a good listener
• Excellent customer service
• Experience with older adults preferred

This is not just a job, but an opportunity to make a real difference in the lives of others. The position is full-time, and compensation is hourly based. Travel to clients is required each day. Mileage is reimbursed. The territory covers the Main Line Philadelphia and surrounding area.

EOE

Company Mission: To support older adults by managing the financial, administrative, and day-to-day responsibilities that allow them to live independently with confidence.