Daily Money Manager

Job Posting: Daily Money Manager

Location: Delaware and Pennsylvania

Employment Type: Full-time

About Us

We are a personal finance care firm dedicated to supporting individuals, families, and seniors in managing their day‑to‑day financial affairs with accuracy, discretion, and compassion. We take pride in building trusted, long‑term relationships by simplifying financial lives, reducing stress, and promoting overall financial well‑being.

Position Overview

We are seeking a detail‑oriented, ethical, and highly organized Daily Money Manager (DMM) to join our growing team. The ideal candidate will demonstrate strong financial literacy, sound judgment, and a client‑centered approach. In this role, you will work directly with clients to manage everyday financial tasks, including bill payment, recordkeeping, budgeting, and coordination with accountants, attorneys, and family members.

Key Responsibilities

• Review, organize, and manage clients’ financial documents and accounts
• Pay bills, monitor expenses, and reconcile bank and credit card statements
• Track and categorize income, spending, and investments
• Prepare clear and accurate monthly financial reports
• Assist clients with budgeting, credit card management, and account organization
• Communicate and coordinate with tax preparers, financial advisors, attorneys, and other professionals
• Maintain strict confidentiality and uphold the highest ethical standards in all client matters

Qualifications

• Bachelor’s degree in finance, accounting, or a related field (or equivalent experience)
• Experience in bookkeeping, accounting, or financial administration preferred
• Exceptional attention to detail, organization, and problem‑solving abilities
• Proficiency with financial software such as QuickBooks, Quicken, and Excel
• Strong interpersonal and communication skills, with a commitment to excellent client service
• Ability to work independently and maintain discretion with sensitive information

Pay: $48,455.22 - $58,354.67 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Paid time off

Work Location: On the road