Guardianship Representative

SENIOR RESOURCE ASSOCIATION INC; Vero Beach (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Senior Resource Association in Florida seeks a Guardian Representative to provide guardianship services under Public and Professional Guardianship Programs. You will advocate for wards, ensure safety, manage documentation, and report to the court in compliance with Florida statutes and DOEA requirements.

The role requires bachelor’s degree in social work or related field, plus experience and ability to work in diverse settings, with some local travel and non-traditional hours as needed.

Qualifications

• Bachelor’s degree in social work, psychology, counseling, or related field.
• Minimum two years experience in social services or aging programs preferred.
• Must pass Level 2 background screening and maintain DOEA eligibility.

Responsibilities

• Maintain ward case files with complete documentation.
• Visit wards regularly to assess condition and care quality.
• Communicate with wards to identify concerns and needs.
• Coordinate with providers, caregivers, and staff.
• Manage ward budgets and financial records with receipts.
• Prepare court reports on ward status and finances.

Skills

Advocacy

Organization

Communication

Mediation

Problem solving

MS 365

Confidentiality

Collaboration

Education

Bachelor’s degree in social work, psychology, counseling, or related field

Tools

Electronic record systems

Microsoft 365

Job description

About Us

The Senior Resource Association (SRA) is dedicated to enhancing the quality of life for seniors and vulnerable adults in Indian River County. Our mission is rooted in compassion, integrity, and service to the community.

Position Overview

The Guardian Representative is responsible for providing guardianship-related services to incapacitated individuals served under SRA’s Public Guardianship Program and Professional Guardianship Program. This role ensures the safety, well-being, and legal protection of wards while complying with all applicable Florida statutes, court requirements, and organizational policies. The Guardian Representative acts in the least restrictive manner possible, advocating for the ward’s personal, medical, residential, and financial needs while maintaining accurate documentation and court reporting.

Key Responsibilities

• Maintain a separate electronic and physical case file for each ward, ensuring complete and accurate documentation.
• Conduct and document regular visits with wards to assess physical condition, living environment, and quality of care.
• Communicate regularly with wards to identify concerns, preferences, and unmet needs.
• Coordinate and maintain communication with service providers, caregivers, healthcare professionals, and facility staff.
• Manage and oversee ward budgets, bill payments, and financial records, including maintaining receipts and expense documentation.
• Document guardian activities to account for billable time and reimbursable expenses as required.
• Monitor and evaluate the ward’s living conditions to ensure safety, dignity, and alignment with the ward’s wishes when possible.
• Advocate for appropriate medical care, social services, housing, and support services.
• Apply ward income and assets appropriately toward care, maintenance, education, and approved expenses per court authorization.
• Assist with applications for benefits, trusts, or programs to maximize the ward’s financial resources.
• Prepare and submit required reports to the court regarding the ward’s physical condition, financial status, living situation, and overall well-being.
• Ensure compliance with Florida Statute 744, Department of Elder Affairs (DOEA) requirements, and SRA policies.
• Assist in emergency situations involving wards as needed.
• Perform other duties as assigned to support guardianship operations.

Knowledge, Skills, and Abilities

• Ability to advocate effectively on behalf of vulnerable individuals.
• Strong organizational and record-keeping skills.
• Excellent verbal and written communication skills.
• Strong mediation, problem-solving, and decision-making abilities.
• Proficiency in Microsoft 365 and general computer applications.
• Ability to maintain confidentiality of sensitive client, medical, and financial information.
• Ability to work collaboratively with internal teams, courts, vendors, and community partners.
• Commitment to the mission, values, and goals of Senior Resource Association.

Work Environment & Job Characteristics

• Work performed in both office and community-based settings.
• Some local travel between locations is required.
• Availability to work non-traditional hours (nights or weekends) as needed.
• Physical requirements include sitting, standing, bending, and lifting.
• Frequent use of computers, office equipment, and electronic record systems.

License / Certification Requirements

• Must be registered and certified as a Public Guardian with the Office of Public and Professional Guardians (OPPG) or eligible to obtain certification.
• Valid Florida Driver License

Education & Additional Requirements

• Bachelor’s degree in social work, Psychology, Counseling, or a related field required.
• Minimum of two (2) years of experience in social work, social services, aging programs, or a related field preferred.
• Must successfully complete Level 2 background screening through Florida’s Care Provider Background Screening Clearinghouse and maintain eligibility with the Department of Elder Affairs (DOEA): https://info.flclearinghouse.com

Why Join Us?

At Senior Resource Association, you’ll have the opportunity to make a meaningful impact by protecting and advocating for individuals who need it most. Join a mission-driven organization that values compassion, professionalism, and integrity while offering meaningful work that truly changes lives.

Senior Resource Association is an Equal Opportunity Employer and is committed to providing a workplace that is non-discriminatory and affords equal treatment to all and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

For more details, visit www.SeniorResourceAssociation.org.