Caseworker

About This Role

The Caseworker supports Social Workers and Attorneys in assessing and addressing the personal and social needs of clients. This role involves direct client contact and administrative support, assisting in matters such as care home placement, public benefits, budgeting, and housing. The Caseworker helps prepare case materials and coordinate services for clients involved in conservatorship, guardianship, trust, and probate administration cases. This is a collaborative position ideal for someone with strong organizational skills and a desire to serve the community.

Responsibilities

• Support Social Workers and Attorneys in gathering and organizing client information
• Assist in preparing case files, summaries, and documents for new and ongoing cases
• Help coordinate care and services, including housing, benefits, and budgeting support
• Conduct client interviews and prepare brief reports for internal review
• Schedule meetings and appointments, and may attend with Social Workers or Attorneys
• Track and record billable time and case updates in client management systems
• Research community resources or government programs under supervision
• Maintain client confidentiality and ensure secure handling of sensitive materials
• Monitor relevant regulatory or policy updates and share information with the team
• Perform other related duties as assigned
• May direct the work of clerical staff in lower job classifications

Requirements

• Excellent verbal and written communication skills
• Good organizational skills and attention to detail
• Strong interpersonal and customer service skills
• Ability to manage time effectively and meet deadlines
• Capable of working collaboratively in a team-based environment
• Discretion and sound judgment in handling confidential information
• Proficient in Microsoft Office Suite and comfortable using databases
• Valid driver’s license and access to a reliable vehicle for work-related travel
• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds occasionally

Nice to have:

• Bachelor’s degree in Social Work, Human Services, Psychology, or a related field
• Experience working in a social service, legal, or healthcare setting

Benefits

• Opportunity for annual bonus based on tenure, performance, and budget approval
• Medical, dental, and vision insurance
• 15 to 20 paid vacation days annually, depending on time in service
• 10 paid sick days per year