Now Hiring!
Daily Money Manager for Seniors & Busy Professionals in Maryland Suburbs of DC
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!
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. The variety of the work allows you to establish a flexible work schedule that meets your needs.
You should have great interpersonal skills, desire to work closely with your clients, and the skills to manage an engagement independently. You should be comfortable using PC-based (Office 365) and web-based applications and have a solid financial background with strong Excel skills. Knowledge of Quicken and/or QuickBooks is preferable.
CAREERS
At Everyday Money Management, we are always on the lookout for passionate and excited team members to support our clients. If you have experience as a daily money manager and are interested in joining our team, please send your resume and a cover letter detailing your background and why you think you’d be a great fit for our team to office@everydaymm.com.
New to daily money management and interested in exploring a career as a DMM? Here are some qualities that are essential for success in this business.
Patience - finance can be a confusing topic for anyone, and it can be overwhelming for elderly or disabled clients. Being patient and non-judgmental is critical.
Integrity - you are handling sensitive financial and personal information about clients. Individuals and their family members must be able to trust you.
Meticulous attention to detail - you’re hired to track details, so your organization of them must be impeccable.
Knowledge of personal finance - while you will learn a lot on the job, a basic understanding of personal finance is key.
Team player - working with family members and other professionals in the client’s life is part of the job. Ensuring effective communication between your client and her “team” is one of the most valuable benefits of the DMM-client relationship.
A career as a daily money manager can be very rewarding. It requires both hard and soft skills, and you can often create a schedule that works for you, your family and your clients.
The market is currently underserved, and people across the United States are looking for trusted and experienced DMMs to help with their daily finances. Most importantly, you are helping those who need it, and what could be more gratifying?
For more details and information on a career as a DMM, please read our blog post on becoming a daily money manager.
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