Fiduciary Administrator

Role

As a key member of the Yavapai County team, the Fiduciary Administrator will play a critical role in managing the guardianship and conservatorship activities of the office. This position requires a high level of professionalism, attention to detail, and effective communication skills.

Major Duties, Responsibilities

• Oversee the affairs of assigned wards, ensuring minimum visitation requirements are met.
• Attend interdisciplinary teamings and staffings to ensure comprehensive care and support.
• Prepare and file required reports on a timely basis, maintaining accurate and detailed records.
• Consult with physicians, providers, and case managers to make informed decisions regarding medical treatment and provide informed consent as needed.
• Investigate and make recommendations regarding life and death issues on behalf of wards.
• Advocate for the rights and needs of wards, ensuring their basic needs are met.
• Document all work and important contacts on cases via the office's technology system.
• Perform and document client assessments on a quarterly basis, ensuring timely and accurate documentation.
• Prepare annual guardianship reports and other reports as required by the Court or directed by the Public Fiduciary.
• Investigate and document assets, working in hazardous or less-than-ideal environments as needed.
• Attend conferences, review educational materials, and stay current on industry developments to ensure certification as a Fiduciary is maintained.
• Perform 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.