• Create budgets and spending plans
  • Develop credit card debt consolidation and reduction plan
  • Open, sort, review, organize and protect clients from official-looking solicitations and junk-mail fraud
  • Monitor on-line bill pay system
  • Review and/or balance checkbooks
  • Reconcile bank statements
  • Review credit card statements
  • Negotiate with creditors
  • Write creditor letters
  • Review medical insurance papers -- bills, Explanation of Benefits
  • Organize and maintain financial files
  • Pay bills (preparing checks for client/relative signature or online bill pay)
  • Prepare and make bank deposits
  • Talking with Social Security and establishing Representative Payee
  • Interacting with other agencies/providers to secure benefits for client
  • Going to the bank with or for the client
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