Guardianship & Probate Compliance Specialist

Colorado Judicial Branch; Fort Collins (CO); On-site; USD 53,000 - 78,000; Full time

Job summary

Colorado Judicial Branch seeks a position to monitor and track reporting requirements of court appointed guardians and conservators, assisting the Court in assessing guardian and conservator expenditures.

The role involves supervising guardianships and conservatorships for minors and vulnerable individuals, reviewing reports, and ensuring proper documentation and compliance. Strong attention to detail and ability to handle complex cases are essential.

Qualifications

• Bachelor’s degree in Psychology, Sociology, Financial or related field.
• Additional work experience in these or other related fields may be substituted on a year for year basis for the required formal education.
• 1 to 3 years of experience in social work or similar field.

Responsibilities

• Oversees guardianships and conservatorships for minors and individuals who are vulnerable due to health and mental reasons.
• Reviews annual and special reports for adult and minor wards subject to a guardianship or conservatorship. Reviews case documentation and issuing orders. Ensures all documentation is accurate and compliant.
• Maintains documents per records retention guidelines.
• Creates case files, processes clerk reviews, scans and uploads supporting documentation.
• Verifies math calculations, transfer of figures, reasonableness of expenses, and accounting of assets.
• Provides customer service to court visitors, courtroom staff, and members of the public.
• Tracks and monitors probate cases, including protective proceedings and estate.
• Performs other duties as assigned.

Education

Bachelor’s degree in Psychology, Sociology, Financial or related field

Job description

Colorado Judicial Branch seeks a position to monitor and track reporting requirements of court appointed guardians and conservators, assisting the Court in assessing guardian and conservator expenditures.

The role involves supervising guardianships and conservatorships for minors and vulnerable individuals, reviewing reports, and ensuring proper documentation and compliance. Strong attention to detail and ability to handle complex cases are essential.