Fiduciary Case Aide

Maricopa County•Phoenix, AZ

11h•$22 - $35•Onsite

About The Position

The Fiduciary Case Aide is an entry-level position that 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 able to work 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 (1) to three (3) years of employment, based on education and pursuant to A.C.J.A. §7-202(E).

Requirements

Two years of experience in behavioral health, social services, or a related human services environment
High School Diploma or GED
Must possess a valid driver’s license, reliable transportation, and pass a background check

Nice To Haves

Associate’s or bachelor’s degree in Social Work, Behavioral Health Sciences, Psychology, Paralegal Studies, or a related field
One year of experience performing administrative, clerical, or office support duties
Strong interpersonal skills and ability to handle sensitive situations with diplomacy and compassion
Ability to work independently and manage tasks with minimal supervision
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

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

Benefits

Work with a greater purpose
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 12% monthly contribution rate that includes a 100% employer match on Day 1