Fiduciary Compliance Officer / Probate Court

Unified Government of Athens-Clarke County•Athens, GA

4d•Onsite

About The Position

The purpose of this job is to perform functions associated with managing guardianship, conservatorship, and estate fiduciary filings and managing special projects within the department. Duties and responsibilities include, but are not limited to, maintain a docket of all fiduciary filings required by law to make returns each year and ensure fiduciary filings are made annually until discharged, review and assess fiduciary filings for compliance with Georgia law, working with fiduciaries to come into compliance, training new fiduciaries on the reporting required by Georgia law, managing special projects, and performing additional tasks as assigned.

Requirements

Bachelor's degree in public administration, business administration or accounting with three years of fiduciary, cost accounting, accounting or related experience required; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this position.
Valid driver's license required
Knowledge of the principles, practices and procedures of the Court.
Knowledge of policies and procedures necessary in the completion of daily responsibilities.
Knowledge of all applicable laws, ordinances, policies, standards and regulations pertaining to the specific duties and responsibilities of the job.
Knowledge of established organizational, managerial and human relations methods and techniques.
Knowledge of principles and practices of court administration, relevant laws, ordinances, budgetary processes and procedures and the theory and principles of program development and implementation.
Knowledge of modern office procedures; accounting, bookkeeping and budgeting principles and practices; the unified government accounting system; and various computer software systems utilized in budget preparation.
Knowledge of word processing, spreadsheets and/or other software relevant to the position.
Ability to operate various office equipment including computer, printer, calculator, copier, fax, scanner and telephone.
Ability to develop and administer operations and staff plans and objectives for the expedience and effectiveness of specific duties of the position.
Ability to develop and implement long-term goals for the department in order to promote effectiveness and efficiency.
Ability to keep abreast of any changes in policy, methods, operations, budgetary and equipment needs, etc., as they pertain to departmental operations and activities.
Ability to effectively communicate and interact with management, employees, members of the general public and all other groups involved in the activities of the Athens-Clarke County Government as they relate to the Probate Court.
Ability to assemble information and make written reports and documents in a concise, clear and effective manner.
Ability to comprehend, interpret, and apply regulations, procedures, and related information.
Ability to handle required mathematical and statistical calculations.
Must be physically able to operate a variety of machinery and equipment including a computer, typewriter, and calculator.
Must be able to use body members to work, move, or carry objects or materials.
walking, standing, bending, stooping, pushing, pulling, lifting, fingering, grasping, feeling, seeing, talking, hearing, and repetitive motions.
Must be able to exert up to 10 pounds of force occasionally.
Requires the ability to compare and/or judge the readily observable functional, structural,or compositional characteristics (whether similar to or divergent from obvious standards) of data, people, or things.
Requires the ability to hear, speak and/or signal people to convey or exchange information. Includes giving/receiving assignments and/or directions.
Requires the ability to read a variety of reports, forms and informational documentation, directions, instructions, and methods and procedures.
Requires the ability to prepare forms, reports, letters, memoranda, and miscellaneous documents using prescribed formats and conforming to all rules of punctuation, grammar, diction, and style.
Requires the ability to speak to people with poise, voice control, and confidence.
Requires the ability to learn and understand basic principles and techniques, to acquire and be able to expound on knowledge of topics related to primary occupation, and to make independent judgment in the absence of management.
Requires the ability to record and deliver information, to explain procedures, and to follow oral and written instructions.
Must be able to communicate effectively and efficiently in a variety of administrative, technical, or professional languages including legal and accounting terminology.
Requires the ability to utilize mathematical formulas, to add and subtract totals, to multiply and divide, and to utilize and determine percentages.
Requires the ability to inspect items for proper length, width, and shape, visually and with automated office machines.
May require the ability to coordinate hands, fingers, and eyes accurately in using automated office equipment.
Requires the ability to use the keyboard, lift, bend, push, and pull objects or materials using body parts as the position necessitates.
Requires the ability to handle a variety of items such as a computer, telephone and calculator.
Must have the ability to use one hand for twisting or turning motion while coordinating other hand with different activities.
Must have minimal levels of eye/hand/foot coordination.
May require the ability to differentiate between colors and shades of color.
Requires the ability to deal with people beyond giving and receiving instructions.
Must be adaptable to performing under moderate stress when confronted with an emergency.
Requires the ability to talk and/or hear: (Talking-expressing or exchanging ideas by means of spoken words). (Hearing - perceiving nature of sounds by ear).
Must be able to communicate via telephone and two-way radio.

Nice To Haves

May be required to work on religious holidays.

Responsibilities

Maintain a docket of all fiduciary filings required by law to make returns each year and ensure fiduciary filings are made annually until discharged.
Review and assess fiduciary filings for compliance with Georgia law.
Work with fiduciaries to come into compliance.
Train new fiduciaries on the reporting required by Georgia law.
Manage special projects.
Examines inventories, annual returns, inventory & asset management plans, and any attachments thereto for mathematical errors, substantive problems indicating possible violation or neglect of fiduciary duties, and improper or incomplete reporting on management of assets.
Monitors current filings of inventories, inventory & asset management plans, annual returns, personal status reports, reminds fiduciaries of returns coming due, warns them if still not filed, and prepares show cause orders for the judge's signature when failure to file continues.
Manages special projects involving increase in caseloads in this county, in comparison to other counties, and assists the staff attorneys and the judges with long and short range planning; provides research and statistical comparison reports associated with planning.
Provides the court with technical assistance and training on special projects including performance measures and data management.
Works with court employees to research operational issues of concern, defines problems and recommends solutions; provides necessary reports on issues to the staff attorneys and/or the judges.
Contacts other clerks to research their operations and recommend policy, procedural changes and/or programs for the court.
Performs other related duties as required.