Associate Fiduciary

Navigator Recruiting•Greenwood Village, CO

1d•Onsite

About The Position

Navigator Recruiting 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. This 14-year-old company has experienced substantial growth in revenues each year over the past five years, with more growth 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. This role is 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. There are opportunities to grow into a Senior Associate Fiduciary and eventually a Fiduciary, indicating a laid-out developmental plan for career growth within the 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 compassion for helping people in difficult life situations and the desire to make a positive difference in this world
Must have a credit score at the 660+ level
Successfully complete a criminal background check

Nice To Haves

BS in Accounting (or Finance or Business) preferred
Experience with QuickBooks Desktop is helpful

Responsibilities

Service private and court-appointed clients in achievement of clients' fiduciary needs
Help Fiduciaries in their role of being a client's conservator, estate administrator, personal representative, agent under power of attorney, and/or trustee
Be involved in expense and cash flow management
Be involved in accounting and tax requirements
Be involved in physical and financial asset administration
Be involved in court filing preparations as appropriate
Maintain accurate detailed business records
Work with Client Accounting Team to update QuickBooks files for individuals, estates and trusts
Deal courteously, tactfully and effectively with the public, colleagues, and clients
Provide quality professional services and exceptional customer service
Communicate effectively, both orally and in writing, including preparation of clear, concise and comprehensive reports, documentation and other related information