Long Term Care Planning Assistant
Long-term care planning can be overwhelming for individuals and families navigating aging-related challenges. The Long-Term Care Planning Assistant plays a vital role in supporting older adults and their loved ones by helping coordinate care-focused planning, gathering critical information, and ensuring each client experience is handled with compassion, clarity, and professionalism.
This role is ideal for a motivated, driven, and people-centered professional who thrives in a fast-paced, energetic environment and is passionate about serving the aging population. Individuals with backgrounds in social work, caregiving, human services, or long-term care environments will find this position especially rewarding.
Essential Duties and Responsibilities
- Support Long-Term Care Planners and attorneys with all aspects of long-term care and Medicaid-related planning.
- Compile, organize, and maintain detailed client information.
- Assist in preparing and tracking long-term care and Medicaid documentation.
- Attend client meetings with planners and attorneys.
- Communicate with long-term care facilities and caseworkers.
- Serve as a witness and/or notary when needed.
- Maintain electronic and hard-copy files.
- Prepare and proofread correspondence.
- Answer and route phone calls appropriately.
- Perform general office and administrative tasks.
- Maintain strict confidentiality.
- Perform other duties as assigned.
Qualifications
- 2-3 years of experience in caregiving, social work, long-term care, or related fields.
- Bachelor's degree preferred or equivalent experience.
- Strong organizational and communication skills.
- High level of empathy and professionalism.
- Ability to work independently and collaboratively.
- Proficiency with Microsoft Office.
Compensation is based on experience.
Why Work for Steinbacher, Goodall & Yurchak
We are committed to serving older adults and their families with dignity, compassion, and practical solutions. Our firm fosters a supportive, team-oriented culture built on mutual respect, accountability, and continuous learning.
Equal Opportunity Employer Statement
Steinbacher, Goodall & Yurchak is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic as established by law.