Financial Fiduciary

Maricopa County, AZ; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Tuition reimbursement

Excellent work-life balance

Growth opportunities

Healthcare for dependents

Child care benefits

Paid vacation

Wellness program

ASRS retirement match

Job summary

Maricopa County is seeking a Financial Fiduciary to protect vulnerable adults from financial fraud and manage finances, assets, and taxes for wards and estates. You will work closely with field fiduciaries to support guardianship and conservatorship activities and ensure compliance with applicable laws.

The role emphasizes safeguarding funds, reviewing income and tax-related documents, and coordinating with financial institutions and courts. A strong license and fiduciary experience are required.

Qualifications

• 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.

Responsibilities

• Represent the office at financial institutions, and collect 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 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

Education

Fiduciary license in good standing

High School Diploma or GED

Post-secondary education in Public/Business Administration, Finance, Accounting

Job description

About the Position

Are you enthusiastic about helping others? Do you want to serve your community and make an impact by supporting vulnerable populations? Consider applying for our Financial Fiduciary position, where you will have the opportunity to make a difference every day in Maricopa County!

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.

About Us

It's time for you to utilize and perfect your talents.

Join the Maricopa County Public Fiduciary and make a difference in the lives of Maricopa County's most vulnerable adults! Our dedicated team of professionals provides compassionate guardianship and conservatorship and handles final administration for those vulnerable adults who do not have another person or agency willing to serve. We are looking for individuals who are passionate about helping others and interested in innovative and collaborative efforts to meet this growing population’s needs!

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 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

• 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

• 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

Other Requirements

Must possess a valid Arizona driver's license or have the ability to obtain one by the time of hire

We Also Value

• 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

Job Contributions

• 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

Working Conditions

• Interacts with the public and persons of varying degrees of mental stability, and occasionally in hostile situations

• Enter residences where biohazardous material, pest, or rodent infestations may be present

• Must have the ability to work on-call nights and weekends on a rotating schedule

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-sensitive

Maricopa 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.

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