Daily Money Manager for seniors & busy professionals with part-time, flexible hours in the Berkshires and surrounding areas in Western Mass., NY and CT.

Are you a financially savvy person looking to take control of your work week with part-time, flexible hours? Are you seeking challenging, rewarding work where you can make a real difference for your clients and their families? Look no further a great opportunity awaits! This is a wonderful position for a stay-at-home parent, a recently retired professional, or anyone needing a flexible job, much of which can be done from home.

We are a team of 16 and we ease our clients’ financial stresses through organization and day-to-day financial management. Everyday Money Management is the only daily money management firm in the area providing personal financial management to seniors and busy professionals. We are looking to hire a Daily Money Manager to service clients in Western Mass. and nearby towns in NY and CT. First, please go to our website, EverydayMoneyManagement.com to learn about the type of financial work we do.

As a Daily Money Manager, no two days - or clients - are alike. One day you might be helping a recent widow pay her bills. The next day you might be developing a spending plan for a busy professional couple. The third day you might be organizing tax documents to send to a CPA. Other duties may include: regular imports and data entry in Quicken for client bank and credit card accounts, preparation of monthly income and expense reports, and review of client transactions for potential fraud.

The variety of the work allows you to establish a flexible work schedule that meets your needs. You should have great interpersonal skills and a desire to work closely with your clients. You should be comfortable with web- based applications and have a solid financial background with strong Excel skills. Knowledge of Quicken and/or QuickBooks is a plus.

This is a 20-30 hour/week job, weekday hours. You must live in Western Mass. to qualify for this position.

Our Daily Money Managers serve clients in person within a 45-minute drive from their home. Much of the work can be performed in the Daily Money Manager's home office.

Please send a resume and brief cover letter telling us why you are the perfect candidate.

Requirements

• Microsoft Office; Outlook, Excel and Word
• Experience using Quicken Desktop (strongly preferred)

Benefits

• Bonus
• Flexible schedule
• Some work from home office
• Paid Sick Leave
• 401K with company match

Job Type: Part-time

Pay: $35.00 - $40.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Paid training
• Professional development assistance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Application Question(s):

• Please describe why you are interested in this position.

Work Location: Hybrid remote in Great Barrington, MA 01230

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