Fiduciary Administrator

Job Summary:

The Public Fiduciary's office is seeking a highly skilled and detail-oriented Fiduciary Administrator to manage the guardianship and conservatorship activities of the office. As a key member of the team, you will be responsible for ensuring that statutory, licensing, and office requirements are fulfilled in regard to visitation, decision-making, and the administration of cases.

Key Responsibilities:

• Oversee the affairs of assigned wards, ensuring minimum visitation requirements are met.
• Attend interdisciplinary teamings and staffings to ensure effective coordination of services and care.
• Prepare and file required reports on a timely basis, maintaining accurate and detailed case documentation.
• 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 on behalf of wards' rights and needs, 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, updating and documenting information regarding assessment of the client's personal condition and management of the client's estate.
• Prepare annual guardianship reports and other reports as required by the Court or directed by the Public Fiduciary, obtaining required documentation and ensuring timely filing.
• Investigate and document assets, working in hazardous or less-than-ideal environments as needed.
• Attend conferences, review educational materials, and stay current with changes in the field to ensure certification as a Fiduciary is attained and maintained.
• Perform other job-related duties as assigned.

Requirements:

• Associate's Degree in Business or equivalent.
• A minimum of three (3) years of relevant experience in a fiduciary office or work related to guardianship and conservatorship.
• Valid Arizona driver's license.
• Licensing as a fiduciary.

Preferred Qualifications:

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

Working Conditions:

• Ability to sit or stand for extended periods.
• Sufficient vision to read printed materials and a computer screen.
• Hearing and speech ability to communicate effectively in-person and telephonically.
• Capable of frequent repetitive movement of arms, fingers, and wrists.
• Ability to lift up to 30 pounds.