Probate Audit Specialist

3 weeks ago

Clearwater, United States Pinellas County FL Full time

Probate Audit Specialist

Location: Court Street, Clearwater, Florida,

The Clerk of the Circuit Court as an elected Constitutional Officer responsible for safeguarding public records and funds, is seeking a service minded Probate Audit Specialist to provide quality service to our public. As a member of our working team, you will occupy a position offering a unique challenge. You are, in effect, working both for your neighbors and yourself while constantly improving your community.

The Probate Audit Specialist position requires meticulous attention to detail in the auditing of guardianship and estate cases for compliance with the Florida Statutes and court requirements for discharge. Employees in this position must review initial and annual guardianship reports and submit recommendations based on the review of assets and disbursements to court staff. The employee filling this position is expected to work independently and exercise good judgment in the preparation of audit findings. Interaction with the Court, the law community and the public is likely on a daily basis.

What Would You Do?

Audits initial inventory, annual, and final accountings filed by guardians. Prepares appropriate filings, which may include but not limited to: Orders Disapproving the Inventory or Accounting, Orders for Additional Bond, Orders to File Required Documents, Orders of Discharge to Court, and/or Notice to Personal Rep. Prepares estate audits and estate order checklist for the court and creates estate orders for court consideration. Audits and reviews estate files for compliance with Florida Statutes, rules, and court requirements. Provides information and services to the general public and responds to inquiries and requests from the General Master, attorneys, litigants, and the court. Determines if guardianship assets coincide with previous filings. Determines appropriateness of each disbursement made from guardianship funds. Determines compliance of guardian with statutory requirements. Prepare and review worksheet for guardianship reports making recommendations based on assets and disbursements. Perform daily phone bank duties, data entry for guardianship and estate cases. Performs related work as assigned or required.

What Do You Need To Have?

Associate’s Degree and 1 year experience in Probate Court records or related work; or 2 years experience in Probate Court records and practical use of computer equipment; or An equivalent combination of education, training and/or experience. Florida Driver’s License or Florida Commercial Driver’s License and endorsement, if any. Assignment to work a variety of work schedules including compulsory work periods in special, emergency, and/or other disaster situations. Other highly desirable knowledge, skills, abilities, and credentials relevant to a position.

Knowledge, Skills, and Abilities

Knowledge of the principles of probate law, governmental auditing and record keeping procedures. Knowledge of the Florida Statutes, Rules of Court and regulations pertinent to probate records. Knowledge of automated office equipment, practices and procedures. Knowledge of legal terminology, grammar, spelling, math and bookkeeping methods. Skilled in the application of quality customer service. Skilled in the operation of automated office equipment. Ability to make and apply decisions in accordance with laws, regulations and procedures. Ability to analyze accounts, perform computations and prepare related documents. Ability to understand and follow oral and written instructions and to express oneself clearly and concisely, orally and in writing. Ability to type with reasonable speed and accuracy.

Our benefits rank among the top in the area

Looking for a strong retirement? We have you covered as members of the Florida Retirement System (FRS) with investment and pension options. We have deferred compensation programs and wellness centers to name a few perks. Check out these and more

Want To Learn More?

Please review the full classification description with the Physical/Mental Demands and Working Conditions at the below link.

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