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These subjects are entirely different matters.
Finances and insurance have nothing to do with caregiving.
Don’t even think about hiring one person to handle everything. This is not a one size fits all position.
Are you inquiring about hiring someone for these roles or are you the person who is being asked to do all of these jobs?
Please elaborate on this subject so we can answer your question appropriately.
When I was an aide for elders, I cooked, did light cleaning, grocery shopping, and took the client to her hair appointment and occasionally assisted with a shower.
Only hire people who know what they're doing to give you good service or else you face opening up a big can of worms you may have trouble getting out of!
Today it is so easy to pay bills remotely and automatically, there's no real need for another person to be inserted in this process. Opt into paperless billing/statements and you will get the emails for that. Create portal access for everything: banks, insurance, utilities, medical, taxes, registrations, subscriptions, donations, etc. I *never* write checks or get paper bills anymore.
This isn't the caregivers job and any that say it is are likely looking for information they should not have. THEY GIVE PATIENT care. They do not get involved with private financial things.
If you wish financial help, guidance, this is not nursing care and is hired a financial manager or fiduciary.
If you had hired through a caregiving Agency, then the Agency could send over someone who is qualified to these things as with an Agency, said company is licensed, bonded, and insured.