Fiduciary

Maricopa County • Phoenix, AZ

1d • $55,000 - $84,500

About The Position

Are you enthusiastic about helping others? Do you want to serve your community and make an impact on supporting vulnerable populations? Consider applying for our Fiduciary position, where you will have the opportunity to make a difference every day in Maricopa County! The Fiduciary completes a wide variety of duties to fulfill the legal mandates of the Public Fiduciary Department. They are responsible for performing intakes, referral/court investigations, and case administration related to guardianships, conservatorships, and decedent estate dispositions. Caseloads may be complex, sensitive, and varied in nature. The Fiduciary is assigned primary responsibility for Wards, Protected Persons, and Estates, managing deceased and vulnerable persons' well-being and assets. Pre-licensed Fiduciaries work under the supervision of a licensed Fiduciary, or designated principal, to gain knowledge and expertise during the pre-licensing period. This supervision allows pre-licensed Fiduciaries to increase responsibilities over time and fosters the necessary professional development needed to meet licensure eligibility requirements. Successful applicants not currently holding an Arizona Fiduciary License will be compensated at a salary rate equivalent to 97% of the rate determined to be appropriate based on the applicant’s experience. A 3% increase will be awarded once licensure has been successfully obtained.

Requirements

• Fiduciary license in good standing with the Arizona Supreme Court OR Bachelor's degree with a specialization in criminal justice, social services, behavioral science, gerontology, public or business administration, finance, accounting, or a closely related field
• Two years of experience in the areas of guardianship, conservatorship, personal representative, trust administration, behavioral/mental health, elder or disability law of a non-familial relationship OR An equivalent combination of education and guardian certification, or education and specifically relevant work experience gained within the previous ten years, may substitute for the Fiduciary License requirement. Specifically, relevant work experience must be in the administration of trust, decedent’s estate, guardianship, or conservatorship under the supervision of a licensed fiduciary, bank trust or trust company officer, or a licensed attorney emphasizing in the area of probate, trust, elder, mental health, or disability law.

Nice To Haves

• Professional work experience in administering guardianships, conservatorships, decedent’s estates, entitlements, and bank trust work
• Experience working as a paralegal
• Experience working with government entitlement programs
• Experience providing mental health or social services
• Experience managing caseloads that pertain to meeting the personal or financial needs of clients
• National Certified Guardian with the Center for Guardianship Certification

Responsibilities

• Coordinate, monitor, and oversee the implementation of Ward cases, treatments, residential arrangements, and continuing care plans to verify that Ward’s demonstrable needs are met
• Drive to community sites, facilities, and institutions to meet with Wards and their healthcare providers and review their treatment plans with them
• Complete mandatory reports and maintain active compliance with the law, rules, codes, orders, and department policies to fulfill statutory Fiduciary responsibilities
• Administer estates of protected and deceased persons with emphasis on preserving the estate and physical maintenance of personal, real, and business property
• Perform investigations and gather information to ensure informed decision-making, with preference given to the Ward’s/Protected Person's expressed wishes while serving as a guardian in the least restrictive manner
• Testify in court regarding Ward's advocacy, determinations, litigation, recovery actions, and performance accountability to defend Ward’s best interests
• Manage or dispose of client property with preference given to the client's expressed wishes or directives
• Determine the end of life and final arrangements for Wards, with advanced input from the client and their family, aiming to carry out their final wishes as requested
• Communicate orally and in writing with Wards, benefit/service providers, financial institutions, residential facilities, medical and legal professionals, and other interested parties, including communications in adversarial and occasionally hostile situations

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 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: Mid Level
• Number of Employees: 501-1,000 employees