Fiduciary Benefits Specialist

Maricopa County • Phoenix, AZ

1d • Onsite

About The Position

Are you experienced in financial administration, entitlement programs, and trust management? Do you enjoy work that combines attention to detail with meaningful public service? The Maricopa County Public Fiduciary is seeking a Financial Eligibility Specialist to support the financial stability and benefit eligibility of vulnerable adults under fiduciary care. In this role, you will perform financial and entitlement-related functions, including trust and account administration, accounts payable and receivable activities, government benefit coordination, eligibility monitoring and reporting, and Social Security Representative Payee responsibilities. Your work helps ensure compliance with federal and state regulations while protecting access to critical income, healthcare, and public assistance programs. The Financial Eligibility Specialist collaborates with internal staff, County departments, and representatives from agencies such as the Social Security Administration, Veterans Affairs, AHCCCS, ALTCS, and the Arizona Department of Economic Security to obtain, maintain, and monitor benefits and financial resources. Success in this role requires strong analytical skills, attention to detail, sound judgment, and the ability to manage complex financial and eligibility processes accurately and efficiently. Join the Maricopa County Public Fiduciary and make a difference in the lives of Maricopa County's most vulnerable adults. Our dedicated team provides guardianship, conservatorship, and decedent estate administration services for individuals who do not have another qualified person or agency willing or able to serve. We are seeking professionals who are passionate about public service and committed to innovative, collaborative solutions that protect and enhance the well-being of those we serve.

Requirements

• Two years of experience in accounts payable, accounts receivable, financial recordkeeping, or related financial operations, including entitlement processing and/or trust administration
• High School Diploma or GED
• Must possess or have the ability to obtain a valid Arizona Driver’s License by the time of hire
• Must be able to pass a background check

Nice To Haves

• Associate's degree or higher in Accounting, Finance, Business, or related field
• Experience with Fiduciary Trusts and Accounting, or entitlement benefits eligibility
• Licensed Fiduciary with the Arizona Supreme Court
• Post-secondary education may substitute for the experience requirement on a year-for-year basis

Responsibilities

• Monitor account balances to ensure continued eligibility for government income entitlements and compliance with resource threshold requirements.
• Coordinate, process, and track financial transactions, activities, and related documentation
• Monitor and prepare accounting/reporting on Special Needs Trusts (SNTs), Income Only Trusts (IOTs), ABLE/Stable Accounts, and other financial arrangements, ensuring compliance with applicable federal, state, and program requirements while preserving eligibility for public benefits
• Provide guidance and support to department staff and coordinate with entitlement programs and government agencies to facilitate financial processes, benefit administration, and eligibility maintenance
• Coordinate, apply for, renew, and maintain government entitlement benefits for assigned caseload
• Perform Social Security Representative Payee duties, including annual reporting, resource monitoring, benefit management, and communication with the Social Security Administration
• Perform financial operations, including accounts payable, accounts receivable, trust accounting, receipt and disbursement processing, electronic funds transfers (EFTs), and reconciliation of client financial records
• Develop and maintain effective working relationships with department staff and representatives of state and local agencies
• Other duties and tasks as necessary to meet departmental needs

Benefits

• Tuition reimbursement
• Exceptional work-life balance
• Opportunities for growth and development within Maricopa County
• Low-cost, high-value healthcare for you and your qualifying dependents
• Child care benefits, including access to our on-site center, Maricopa County Kids Club, dedicated to serving Maricopa County families
• Paid vacation, sick time, and parental leave
• Extensive wellness program, including an incentive
• Enrollment in the Arizona State Retirement System, a defined retirement benefit requiring a 11.98% monthly contribution rate that includes a 100% employer match on Day 1

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED