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Case Manager – Private Client & Elder Care Services
San Jose, CA | Full-Time | In-Office + Field Visits
$30–$38/hour + Quarterly Bonuses + Full Benefits
An opportunity to make a meaningful impact in the lives of elderly clients and families during some of life’s most sensitive transitions. This role blends elder care coordination, fiduciary support, healthcare navigation, and administrative case management within a compassionate, small-team environment focused on dignity, advocacy, and quality of life.
This position is ideal for someone who thrives in a relationship-driven environment, is highly organized, and can balance both client-facing care coordination and detailed administrative responsibilities.
Benefits and Compensation:
- Quarterly profit-sharing bonus opportunities
- Health, dental, vision, life, and long-term disability insurance
- SIMPLE IRA with 3% employer match
- Paid Time Off plus additional unpaid vacation flexibility
- Mileage reimbursement for client-related travel
- Education and professional development support
- Covered California PFAC pre-licensure education costs
- Long-term career growth within elder care, fiduciary services, and estate administration
- Collaborative, mission-driven small team environment
- Meaningful work supporting vulnerable populations and families
Requirements & Qualifications:
- Bachelor’s degree preferred, or equivalent healthcare-related experience
- Valid driver’s license and reliable personal vehicle required
- Ability to conduct local field visits for wellness checks and client support
- Strong documentation and organizational skills
- Experience handling sensitive or confidential information professionally
- Comfortable navigating emotionally challenging client and family situations
- Proficiency with Microsoft Office and document management systems
- Strong written and verbal communication skills
- Ability to work independently while collaborating closely with a small team
Must Haves
- Experience coordinating care or services for seniors, vulnerable adults, or healthcare clients
- Ability to conduct wellness visits and assess client wellbeing, safety, and environmental concerns
- Experience communicating with healthcare providers, insurance companies, care facilities, or legal professionals
- Strong attention to detail with rigorous documentation and time tracking
- Comfortable managing sensitive conversations involving family conflict, aging, illness, or end-of-life transitions
- Ability to adapt quickly and problem-solve in unfamiliar or evolving client situations
- Reliable transportation and willingness to travel locally throughout the San Jose area
- Professional, calm demeanor with strong emotional intelligence
Preferred Background & Skills
- Background in social work, elder care, care coordination, estate settlement, or legal administration
- Experience working in HIPAA-regulated or legally regulated environments
- Familiarity with fiduciary services, trust administration, or probate processes
- Experience with Clio Manage or other legal case management/billing systems
- Healthcare administration or patient advocacy experience
- Interest in pursuing Professional Fiduciary licensing or long-term growth within elder services
- Experience supporting both operational and client-facing responsibilities in a small business environment
JOB ID: 175918
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Samantha McDermott