Financial Fiduciary

Maricopa County • Phoenix, AZ

3d • $57,000 - $87,500 • Onsite

About The Position

As the Financial Fiduciary, you will protect vulnerable adults from financial fraud and use your skills in taxes and accounting for the greater good. You will work closely with the assigned field fiduciaries regarding the finances, assets, and taxes of Wards, Protected Persons, and Estates.

Requirements

• Fiduciary license in good standing with the Arizona Supreme Court
• Two years of responsible guardianship, conservatorship, decedent estate, or related fiduciary or probate experience
• High School Diploma or GED
• Must possess a valid Arizona driver's license or have the ability to obtain one by the time of hire

Nice To Haves

• Post-secondary education with a specialization in Public or Business Administration, Finance, Accounting, or another closely related field
• Experience managing caseloads that pertain to meeting the personal or financial needs of clients
• National Certified Guardian with the Center of Guardianship Certification

Responsibilities

• Represent the office at financial institutions, and collects statements and funds, and close accounts when necessary
• Complete tax reviews for all estates annually and as needed throughout the year
• Review, process, and audit a variety of financial documents
• Prepare petitions for compensation for all estates annually and as needed throughout the year
• Act as the subject matter expert on the required supporting documentation for and tracking of any and all assets administered by the department.
• Prepare and file court documents, including, but not limited to, inventories, accountings, notices, and miscellaneous documents specific to individual case estate needs.
• Completes mandatory reports and audits to ensure the department maintains active compliance with laws, rules, codes, orders, and department policies
• Administer guardianships, conservatorships, and decedents' estates or perform other fiduciary duties as needed
• Coordinate, monitor, and oversee the Ward, Protected Person, or Estate affairs

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 the 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 an 11.98% per paycheck contribution rate that includes a 100% employer match on Day 1

What This Job Offers

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