Fiduciary Case Aide

Maricopa County • Phoenix, AZ

18d • $20 - $31 • 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, offering 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. The Department of Public Fiduciary is seeking five Fiduciary Case Aides to join our team. We are particularly looking for candidates with experience or backgrounds in the following areas: Developmental Disabilities (DDD): Experience working with adults with developmental disabilities in direct care, support services, and/or service coordination, preferably within the Arizona System. ALTCS/Medical: Experience providing services and support to the elderly or medically compromised adults who are receiving or eligible for Arizona Long Term Care Services (ALTCS). Serious Mental Illness (SMI): Experience working directly with adults receiving mental health services in a clinic or residential setting, preferably in Arizona. Multisystem Involvement: Experience working across and coordinating with multiple systems of care throughout Arizona, including but not limited to substance abuse, behavioral health, and homeless services. Homeless Outreach: Experience engaging with adults experiencing homelessness or assisting in locating individuals whose whereabouts are unknown. Familiarity with Arizona systems that support individuals experiencing homelessness is preferred. 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

• Two years of experience in behavioral health, social services, or a related human services environment
• High school diploma or GED
• A combination of post-secondary education and/or job-related experience may substitute for the minimum qualifications on a year-for-year basis
• Must possess a valid driver’s license, reliable transportation, and pass a background check
• Ability to handle sensitive situations with diplomacy and compassion
• Ability to work independently and manage tasks with minimal supervision

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
• 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

• Provides support relating to client benefits, finances, and services to ensure timely access to healthcare, housing, and daily living support
• Participates 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 exclusively
• Paid vacation, sick time, and parental leave
• Extensive wellness program, including healthcare premium discounts
• Maricopa County participates in the Arizona State Retirement System. This defined retirement benefit requires a 12% monthly contribution rate and includes a 100% employer match on Day 1

What This Job Offers

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