Guardian and Estate Administrator - Public Fiduciary

Pima County • Tucson, AZ

1d • $56,555 - $79,164 • Hybrid

About The Position

The Pima County Public Fiduciary serves as the court-appointed Guardian, Conservator, or Estate Administrator (Personal Representative) to protect the legal rights and financial interest of vulnerable adults. The Public Fiduciary also administers the estates of deceased persons when there is no one else willing or able to serve per Arizona Revised Statutes. A fiduciary is someone who accepts the responsibility for taking care of the needs or property of another person for the benefit of that person and serves in a role of trust. The person served by the fiduciary places trust in the fiduciary to manage his or her affairs solely for his or her benefits and not the fiduciary’s benefit. This element of trust becomes crucial when the person receiving services is vulnerable and incapacitated. The Public Fiduciary is seeking a professional and compassionate candidate to fill the position of Guardian and Estate Administrator.

The Guardian and Estate Administrator is responsible for investigating, evaluating, and overseeing the personal and financial affairs of persons or decedent estates placed under guardianship, conservatorship, or probate estate by the court. This position provides case management services including medical, entitlement benefits, personal needs, and end-of-life planning for wards; additionally, this role provides property and asset management services, ensuring comprehensive marshalling and financial planning for the protected person.

Requirements

• Current Arizona Supreme Court Fiduciary Certification.
• Bachelor’s degree from an accredited college or university with a major in social or behavioral science, public or business administration, finance, accounting or a closely-related field as defined by the department head AND two years of experience in one of the previously noted fields, case management or behavioral health.
• A combination of education or guardian certification and specifically relevant full-time work experience gained within the previous 10 years may substitute. Specifically, relevant work experience must be in the administration of trust, decedent’s estate, guardianship or conservatorship under the supervision of either a licensed fiduciary; bank trust; trust company officer; or a licensed attorney emphasizing the area of probate, trust, elder, mental health, or disability law.
• Valid driver license is required at time of application. Valid AZ driver license is required at time of appointment.
• All positions require current Arizona Supreme Court Fiduciary Certification within 18 months of appointment.
• Requires completion of a satisfactory personal background investigation to include verification of work history, education and criminal conviction history.
• This position will require post-job offer proof of immunization(s) or immunization(s) and/or a TB screening.

Nice To Haves

• The hiring authority will interview and select the successful candidate from a referral list provided by Human Resources.
• Additional assessments/testing may be required as part of the selection process.

Responsibilities

• Responds to and screens referrals from medical, mental health, law enforcement and other community sources.
• Performs primary assessment of potential wards which includes gathering psycho-social history, interviewing the proposed ward, and conducting a mental status exam.
• Interviews, evaluates, and documents a proposed ward's relationship to family and community, to determine if an individual with statutory priority may serve as fiduciary.
• Works with fiduciary staff to conduct property and asset searches, access records and protect assets, and documents all activity.
• Initiates and maintains court reports, recording summaries and documents in preparation for potential court testimony.
• Researches and assesses assets, performs cost-benefit analysis, marshals assets and prepares disposition plans, manages and supervises sale or disposition of real and/or personal property, and maintains records and prepares reports and correspondence.
• Participates in budgeting and conservatorship planning.
• Manages a caseload of wards/protected persons served by the Public Fiduciary, including consenting to and coordinating care, making medical and financial decisions, final arrangements, and contracting for benefits/services on the ward's behalf.
• Conducts in-person visits to ensure health and welfare of wards per statutory obligations and best practice, maintains regular contact with service providers, and responds to after-hours telephone calls, text messages and emails.
• Prepares audits and reports, conducts assessments for social, medical and related services, and develops and implements care or management plans.

Benefits

• The successful applicant will be subject to a 39-month DOT Motor Vehicle Record review to determine applicant’s suitability to operate county vehicles in accordance with Pima County administrative procedures.
• In accordance with OSHA and Pima County guidelines Tuberculin (TB) screening, Hepatitis B vaccinations and safety training and equipment will be provided.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level