Financial Fiduciary

Maricopa

Phoenix (AZ)

Hybrid

USD 57,000 - 88,000

Full time

12 days ago
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Benefits offered by this job

Tuition reimbursement
Healthcare
Paid vacation
Parental leave
Retirement match

Job summary

Maricopa County Public Fiduciary seeks a Financial Fiduciary to protect vulnerable adults from financial fraud and manage estates, taxes, and assets with guidance from licensed fiduciaries. You will collaborate with field fiduciaries and handle guardianship, conservatorship, and decedent estates, using accounting skills to safeguard client interests.

The role emphasizes community service, professional development, and compliance with ACJA and A.R.S requirements, including licensure progress and

Qualifications

  • Two years of responsible guardianship, conservatorship, decedent estate, or related fiduciary or probate experience.
  • Post-secondary education in Public or Business Administration, Finance or Accounting is valued.
  • National Certified Guardian is an asset.

Responsibilities

  • Represents the office at financial institutions and collects statements and funds.
  • Closes accounts when necessary and handles estate financials.
  • Completes tax reviews for estates and audits documents.
  • Prepares petitions for compensation for estates and files court documents.

Skills

Guardianship experience
Caseload management
Fiduciary duties

Education

High School Diploma or GED

Job description

## Financial FiduciaryApply: 234 N Central Ave, Phoenix, AZ 85004: Full time: Posted Today: End Date: October 13, 2026 (13 days left to apply): JR26157**Posting Date**09/29/26**Application Deadline**10/12/26**Pay Range**$57,000 - $87,500 Annually Salary offers are based on the candidate's equivalent experience and internal equity with other employees within the same job classification. This position is not eligible for overtime compensation.**Job Type**Unclassified**Department**Public Fiduciary**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 be protecting 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.**\\*\\*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.** **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!Apply now to work with a dynamic group of diverse and talented professionals. **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 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*** Two years of responsible guardianship, conservatorship, decedent estate, or related fiduciary or probate experience* High School Diploma or GED**Other Requirements*** Applicant must meet the eligibility requirements according to the Arizona Code of Judicial Administration (ACJA § 7-202) and A.R.S. § 14-5651; must register with the Arizona Supreme Court Administrative Office of the Courts (AOC) as a trainee and be fingerprinted upon hire; obtain an Arizona Fiduciary License within 24 months of hire; and maintain that license in good standing* 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*** Represents the office at financial institutions and collects statements and funds, closes accounts when necessary* Completes tax reviews for all estates annually and as needed throughout the year* Reviews, processes, and audits a variety of financial documents* Prepares petitions for compensation for all estates annually and as needed throughout the year* Acts as the subject matter expert around the required supporting documentation for and tracking of any and all assets administered by the department* Prepares and files 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* Administers guardianships, conservatorships, and decedents' estates or performs other fiduciary duties as needed* Coordinates, monitors, and oversees 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* Enters residences where biohazard material or pest or rodent infestations may exist* 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-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 MHRFeedback@maricopa.gov to initiate the interactive process.
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