Associate Fiduciary

Navigator Recruiting•Greenwood Village, CO

3d•Hybrid

About The Position

Navigator Recruiting's client is a locally owned 38-employee fiduciary firm headquartered in the south Denver Metro area. The firm values compassion, honesty and serving clients and helps people who may be impaired cognitively, physically or financially through conservatorships, managing trusts, serving as a personal representative or by financial power of attorney. Due to its ability to excel in serving clients in these ways, this 14-year-old company has experienced substantial growth in revenues each year over the past five years! More growth is on the horizon. The firm is seeking an Associate Fiduciary in an in-office role to work hand-in-hand with and be trained by a well-tenured Fiduciary to be responsible for servicing private and court-appointed clients in achievement of clients' fiduciary needs. Associate Fiduciaries help Fiduciaries in their role of being a client's conservator, estate administrator, personal representative, agent under power of attorney, and/or trustee. Associate Fiduciaries are involved in all aspects of a client's case including: expense and cash flow management, accounting and tax requirements, physical and financial asset administration, and court filing preparations as appropriate. Associate Fiduciaries have direct and frequent contact with clients, colleagues, vendors and others. Most likely, the Associate Fiduciary will be in the office 80% of the time and being at client sites in the Denver metro area 20% of the time. Therefore, an Associate Fiduciary must have his/her own vehicle for transportation and a valid Driver License. Hours are very reasonable - 40 hours/week year-round. There are opportunities to grow into a Senior Associate Fiduciary and eventually a Fiduciary - so there is a laid-out developmental plan to continue to grow in your career within this organization.

Requirements

2+ years' full-time work experience, ideally in accounting, finance, audit or tax with a proven track record for success.
Possess and maintain a valid Colorado Driver’s license with a satisfactory driving record.
Be available to work a flexible schedule as needed.
Excellent analytical, organizational, and project management skills and strong attention to detail.
Strong computer skills including proficiency in Microsoft Office Suite.
A credit score at the 660+ level.
Successfully complete a criminal background check.
Must have his/her own vehicle for transportation.

Nice To Haves

BS in Accounting (or Finance or Business) preferred.
Experience with QuickBooks Desktop is helpful.
A compassion for helping people in difficult life situations and the desire to make a positive difference in this world.

Responsibilities

Servicing private and court-appointed clients in achievement of clients' fiduciary needs.
Assisting Fiduciaries in their role of being a client's conservator, estate administrator, personal representative, agent under power of attorney, and/or trustee.
Involvement in all aspects of a client's case including: expense and cash flow management, accounting and tax requirements, physical and financial asset administration, and court filing preparations as appropriate.
Direct and frequent contact with clients, colleagues, vendors and others.
Working with Client Accounting Team to update QuickBooks files for individuals, estates and trusts.
Maintaining accurate detailed business records.