Fiduciary Case Aide

Maricopa County•Phoenix, AZ

7d•Onsite

About The Position

The Fiduciary Case Aide plays a vital role in supporting the fiduciary operations that safeguard vulnerable adults and individuals under guardianship or conservatorship. This cross-functional position combines administrative and field-based responsibilities and offers a structured pathway toward becoming a licensed fiduciary in Arizona. Working under the direct supervision of a licensed fiduciary, the Fiduciary Case Aide collaborates closely with fiduciaries, clinical teams, attorneys, financial staff, and community partners to ensure that clients receive ethical, effective, and compassionate support. This role is ideal for a mission-driven individual seeking to begin a career in fiduciary services or public service. The ideal candidate is adaptable and capable of working independently. They must possess strong interpersonal skills, demonstrate sound judgment, and be comfortable working with diverse and at-risk populations. This is a unique opportunity to gain broad experience in fiduciary casework and public service. This position provides mentorship, training, and exposure to fiduciary casework, preparing the successful candidate to qualify for licensure after one to three years of employment, based on education and pursuant to A.C.J.A. §7-202(E).

Requirements

Four years of specialized clerical experience, with two years of that experience in a specialized capacity involving extensive public contact, coordination of resources, or with a public sector employer specifically in behavioral health, social services, or a related human services environment
High School Diploma or GED
Applicant must meet the eligibility requirements according to the Arizona Code of Judicial Administration (ACJA § 7-202) and A.R.S. § 14-5651
Must register with the Arizona Supreme Court Administrative Office of the Courts (AOC) as a trainee and be fingerprinted upon hire
Must possess a valid Arizona driver's license or have the ability to obtain one by the time of hire
Selected candidates must complete and pass a criminal background check

Nice To Haves

Associate’s or bachelor’s degree in Social Work, Behavioral Health Sciences, Psychology, Paralegal Studies, or a related field
Strong proficiency in Microsoft Office programs such as Word and Excel
General familiarity with financial concepts, including budgeting and expense tracking
Knowledge of behavioral health diagnoses and the behavioral health system in Maricopa County
Strong interpersonal skills and ability to handle sensitive situations with diplomacy and compassion
Ability to work independently and manage tasks with minimal supervision

Responsibilities

Provide support relating to client benefits, finances, and services to ensure timely access to healthcare, housing, and daily living support
Participate in care planning meetings, court hearings, and clinical staffings to advocate for client interests and support fiduciary decision-making
Prepare reports, inventories, correspondence, and other case documentation detailing client property, assets, and personal needs
Maintain accurate and up-to-date case files, records, and reports
Conduct field visits to assess living conditions, verify client safety, and monitor compliance with care plans
Answer calls, assist clients and families, and connect the public with critical resources
Collaborate with medical, legal, financial, and social service professionals to support comprehensive care and fiduciary objectives
Conduct investigative research to identify next of kin, locate missing records, and secure core identity documents
Uphold ethical standards and client confidentiality in all work
Participate in training and coursework to prepare for fiduciary licensing