Fiduciary Benefits Specialist

Maricopa; Phoenix, Northern (AZ, KY); Hybrid; USD 62,323,000 - 104,587,000; Full time

Benefits offered by this job

Tuition reimbursement

Work-life balance

Career growth

Healthcare

Child care benefits

Paid vacation

Wellness program

ASRS retirement match

Job summary

Maricopa County Public Fiduciary seeks a Financial Eligibility Specialist to support benefit eligibility for vulnerable adults under fiduciary care. You will handle trust and account administration, AP/AR, government benefit coordination, eligibility monitoring, and Social Security Representative Payee duties.

Work with internal teams and agencies such as SSA, AHCCCS, ALTCS to obtain and maintain benefits while ensuring compliance with federal and state rules.

Qualifications

• Two years of experience in accounts payable, accounts receivable, financial recordkeeping, or related financial operations, including entitlement processing and/or trust administration.
• Experience with Fiduciary Trusts and Accounting, or entitlement benefits eligibility.
• Licensed Fiduciary with the Arizona Supreme Court.

Responsibilities

• Monitor account balances to ensure continued eligibility for government income entitlements and compliance with resource thresholds.
• Coordinate, process, and track financial transactions, activities, and related documentation.
• Monitor and prepare accounting/reporting on Special Needs Trusts, Income Only Trusts, ABLE/Stable accounts, and other financial arrangements.
• Provide guidance and support to department staff and coordinate with entitlement programs and government agencies.
• Coordinate, apply for, renew, and maintain government entitlement benefits for assigned caseload.
• Perform Social Security Representative Payee duties, including annual reporting and benefit management.
• Perform financial operations, including accounts payable, accounts receivable, trust accounting, EFTs, and reconciliation.

Skills

Accounts payable

Accounts receivable

Financial recordkeeping

Eligibility processing

Trust administration

Fiduciary knowledge

Education

High School Diploma or GED

Associate's degree or higher in Accounting/Finance/Business

Tools

Arizona Driver's License

Job description

## Fiduciary Benefits SpecialistApply: 222 N Central Ave, Phoenix, AZ 85004: Full time: Posted Yesterday: End Date: September 28, 2026 (8 days left to apply): JR25952**Posting Date**09/18/26**Application Deadline**09/27/26**Pay Range**$21.75 - $36.50 hourly Salary offers are based on the candidate's equivalent experience and internal equity with other employees within the same job classification. The position is eligible for overtime compensation for all hours worked over 40 in the designated workweek.**Job Type**Unclassified**Department**Public Fiduciary**About the Position**Are you experienced in financial administration, entitlement programs, and trust management? Do you enjoy work that combines attention to detail with meaningful public service? The Maricopa County Public Fiduciary is seeking a Financial Eligibility Specialist to support the financial stability and benefit eligibility of vulnerable adults under fiduciary care.In this role, you will perform financial and entitlement-related functions, including trust and account administration, accounts payable and receivable activities, government benefit coordination, eligibility monitoring and reporting, and Social Security Representative Payee responsibilities. Your work helps ensure compliance with federal and state regulations while protecting access to critical income, healthcare, and public assistance programs.The Financial Eligibility Specialist collaborates with internal staff, County departments, and representatives from agencies such as the Social Security Administration, Veterans Affairs, AHCCCS, ALTCS, and the Arizona Department of Economic Security to obtain, maintain, and monitor benefits and financial resources. Success in this role requires strong analytical skills, attention to detail, sound judgment, and the ability to manage complex financial and eligibility processes accurately and efficiently.**About Us**Join the Maricopa County Public Fiduciary and make a difference in the lives of Maricopa County's most vulnerable adults. Our dedicated team provides guardianship, conservatorship, and decedent estate administration services for individuals who do not have another qualified person or agency willing or able to serve. We are seeking professionals who are passionate about public service and committed to innovative, collaborative solutions that protect and enhance the well-being of those we serve.**Proud to Offer*** 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 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 a 11.98% per paycheck contribution rate that includes a 100% employer match on Day 1* Want to learn more about the County’s Qualifying and Compensation Philosophy? Follow this link to learn more! Work With Us | Maricopa County, AZ**We Require*** Two years of experience in accounts payable, accounts receivable, financial recordkeeping, or related financial operations, including entitlement processing and/or trust administration* High School Diploma or GED* Post-secondary education may substitute for the experience requirement on a year-for-year basis**Other Requirements*** Must possess or have the ability to obtain a valid Arizona Driver’s License by the time of hire* Must be able to pass a background check**We Also Value*** Associate's degree or higher in Accounting, Finance, Business, or related field* Experience with Fiduciary Trusts and Accounting , or entitlement benefits eligibility* Licensed Fiduciary with the Arizona Supreme Court**Job Contributions*** Monitor account balances to ensure continued eligibility for government income entitlements and compliance with resource threshold requirements.* Coordinate, process, and track financial transactions, activities, and related documentation* Monitor and prepare accounting/reporting on Special Needs Trusts (SNTs), Income Only Trusts (IOTs), ABLE/Stable Accounts, and other financial arrangements, ensuring compliance with applicable federal, state, and program requirements while preserving eligibility for public benefits* Provide guidance and support to department staff and coordinate with entitlement programs and government agencies to facilitate financial processes, benefit administration, and eligibility maintenance* Coordinate, apply for, renew, and maintain government entitlement benefits for assigned caseload* Perform Social Security Representative Payee duties, including annual reporting, resource monitoring, benefit management, and communication with the Social Security Administration* Perform financial operations, including accounts payable, accounts receivable, trust accounting, receipt and disbursement processing, electronic funds transfers (EFTs), and reconciliation of client financial records* Develop and maintain effective working relationships with department staff and representatives of state and local agencies* Other duties and tasks as necessary to meet departmental needs**Working Conditions*** Work is performed in an indoor office environment serving an extremely fast-paced fiduciary business. Interruptions, time pressures, a high volume of work, handling multiple or complicated tasks, unscheduled and frequently changing tasks, accuracy, decision making, concentration, vigilance, teamwork, working in close proximity to others, and public contact may be constant occurrences* May be required to lift up to 40 pounds from the floor to the waist and up to 30 pounds from the waist to the shoulder* May be required to carry, push/pull up to 10 pounds a distance of 20 feet**Selection Procedure*** Consideration will only be given to candidates who submit online applications* Candidates will be contacted primarily through email and their Workday online application profile* Must pass a pre-employment background and/or fingerprint investigation as required by statute or policy, including drug and alcohol testing requirements for positions designated as safety-sensitiveMaricopa County is an equal opportunity employer and is committed to providing equal employment opportunities to all applicants. If you require a reasonable accommodation during the application process or to perform the essential functions of the position under the Americans with Disabilities Act (ADA), please contact [e-mail] to initiate the interactive process.