Fiduciary Administrator

1 week ago


Prescott, Arizona, United States Yavapai County Full time
About the Position:

As a Fiduciary Administrator with Yavapai County, you will play a critical role in managing the guardianship and conservatorship activities of the office. Under general supervision and the authority of the Public Fiduciary, you will perform professional work of moderate difficulty, 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 documentation of client affairs.
  • 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 at least a quarterly basis.
  • Prepare annual guardianship reports and other reports as required by the Court or directed by the Public Fiduciary.
  • Investigate and document assets, occasionally working in hazardous or less-than-ideal environments.
  • Attend conferences, reviews educational materials, and stay current with changes in the field to ensure certification as a Fiduciary is attained and maintained.
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.
  • Must possess a valid Arizona driver's license.
  • Must obtain and maintain licensing as a fiduciary.
Preferred Skills:
  • 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.
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 effectively 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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