Financial Guardian for Vulnerable Adults

Maricopa; Phoenix (AZ); Hybrid; USD 57,000 - 88,000; Full time

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

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