Bellvue Management

The Opportunity We are a professional fiduciary firm serving vulnerable people, mostly elderly, in Jefferson County, Colorado. We manage financial affairs, coordinate care, and represent our clients as Power of Attorney, Conservator, or Personal Representative of their estate. We are expanding our team and looking for an Associate Fiduciary. You will start with structured mentorship from an experienced professional fiduciary who has served this community for decades. Within six months, you will carry your own caseload with increasing independence. Within a year, you will be the Senior Fiduciary helping onboard a second team member. This is a ground-floor opportunity with a firm that is growing intentionally. What You Will Do Manage financial affairs for clients: bill payment, budgeting, account reconciliation, tax document preparation, estate and asset management. Maintain court compliance: file annual accountings with Jefferson County District Court, attend...