Fiduciary

Job Description

Fiduciary | Maricopa County

The Tone:
This is an unclassified role at Maricopa County, located in Maricopa County, Arizona. The Public Fiduciary Department is a dedicated team of professionals providing compassionate guardianship, conservatorship, and final administration for vulnerable adults who lack other support. This role is crucial for serving the community by supporting vulnerable populations and making a daily impact on their well-being and assets. The position involves complex and sensitive casework, directly affecting the lives of individuals in need.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Maricopa County, AZ
• Pay: $57000–$87500 yearly
• Team: Public Fiduciary Department team
• Mission: Manages the well-being and assets of deceased and vulnerable persons in Maricopa County.

What You’ll Actually Do
• Case Administration: Complete intakes, referral/court investigations, and administer guardianships, conservatorships, and decedent estate dispositions for complex caseloads.
• Ward Oversight: Coordinate, monitor, and oversee the implementation of Ward cases, including treatments, residential arrangements, and continuing care plans.
• Estate Management: Administer estates of protected and deceased persons, focusing on asset preservation and physical maintenance of property.
• Legal Compliance & Advocacy: Complete mandatory reports, maintain active compliance with legal mandates, and testify in court regarding Ward advocacy and best interests.
• Stakeholder Communication: Communicate effectively, both orally and in writing, with Wards, benefit/service providers, financial institutions, medical and legal professionals, and other interested parties.

The Must-Haves
• Background: Fiduciary license in good standing with the Arizona Supreme Court; OR a Bachelor’s degree in criminal justice, social services, behavioral science, gerontology, or public administration; OR an equivalent combination of education and guardian certification or relevant work experience.
• Experience: Relevant work experience (within the previous ten years) in the administration of trusts, decedent’s estates, guardianships, or conservatorships under the supervision of a licensed fiduciary, bank trust/company officer, or licensed attorney specializing in probate, trust, elder, mental health, or disability law. Pre-licensed Fiduciaries will gain expertise under supervision.
• Skills: Case administration, investigation, legal compliance, communication (oral and written), asset management, and client advocacy.

• Bonus: Professional work experience administering guardianships, conservatorships, decedents’ estates, entitlements, or bank trust work; experience as a paralegal; experience with government entitlement programs; experience providing mental health or social services; experience managing caseloads pertaining to client needs; or National Certified Guardian with the Center for Guardianship Certification.