Guardian Administrator

About the Position: Summary:

Role

Under general supervision and the authority of the Public Fiduciary, performs professional work of moderate difficulty in managing the guardianship and conservatorship activities of the office. Assures that statutory, licensing, and office requirements are fulfilled in regard to visitation, decision-making, and the administration of cases.

Major Duties, Responsibilities

Oversees the affairs of assigned wards, assuring minimum visitation requirements are met.  Attends interdisciplinary teamings and staffings.  Assures proper case documentation is maintained and prepares and files required reports on a timely basis. Consults with physicians, providers and case managers. Makes decisions regarding medical treatment and provides informed consent as needed.  Investigates and makes recommendation regarding life and death issues on behalf of wards. Assures ward's basic needs are met and advocates on behalf of their rights and needs. Documents all work and important contacts on cases via the office's technology system.  Performs and documents client assessments on at least a quarterly basis.  Prepares annual guardianship reports and other reports as required by the Court or directed by the Public Fiduciary. Obtains required documentation related to those reports and assures they are timely filed. Investigates and documents assets occasionally working in hazardous or "less" than ideal environments. Attends conferences, reviews educational materials, and otherwise assures they are aware of current thinking and changes occurring in the field. Assures certification as a Fiduciary is attained/maintained and that requirements are met. Performs other job-related duties as assigned.

Minimum Qualifications

Education:
Associate’s Degree in Business or equivalent.

Experience:
A minimum of three (3) years of relevant experience in a fiduciary office or work related to guardianship and conservatorship. An equivalent combination of directly related work experience and education may substitute for the degree requirement on a year-per-year basis.

Additional Requirements:
Must possess a valid Arizona driver’s license.
Must obtain and maintain licensing as a fiduciary.

Other Skills

Required Knowledge, Skills, and Abilities:

   Knowledge of:

Arizona statutes pertaining to guardianship. Business English, spelling, grammar, punctuation, and composition. Clerical office practices and procedures. Research techniques and report writing. Current Microsoft Office software. Filing and recordkeeping.

Skill in:

Communicating effectively verbally and in writing and communicating orally in a face-to-face setting and by telephone with public and employees. Establishing and maintaining effective working relationships with employees, other agencies, and the public. Organization and adherence to detail.

Ability to:

Work in an independent manner to oversee services and management of client affairs and ensure proper coordination of services and care which adheres to Court orders and legal expectations. Assess client status on an ongoing basis and advocate for or arrange for the rights and needs of the ward to be properly addressed. Update and document information regarding assessment of the client’s personal condition and management of the client’s estate and assure such documentation is completed on a timely basis and in accordance with the demands and expectations of software utilized by the office. Make decisions regarding medical treatments and psychiatric services and financial management of the estate of the client, subject to the scrutiny of the Court, the AOC, attorneys and any interested party, under often ambiguous and demanding circumstances. Abide by mandated legal requirements and display a high level of ethical standards. Negotiate effectively and to advocate on behalf of wards served. Deal with sensitive and confidential matters. Develop implement and monitor budget and spending plans for clients in line with income. Be prepared and testify at Court hearings or proceedings, if necessary. Develop and maintain effective working relationships with associates, employees of other departments, representatives of other organizations/agencies, County officials, and the public. Keep management informed of key operating issues affecting the department. Remain current in knowledge required to perform assigned duties. Handle confidential matters and maintain discretion always. Act with courtesy, tact, and diplomacy.

Physical Requirements:
Ability to sit or stand for extended periods of time. Sufficient vision to read printed materials and a computer screen; hearing and speech ability to communicate effective in-person and telephonically. Capable of frequent repetitive movement of arms, fingers, and wrists. Ability to lift up to 30 pounds.

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