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at Maricopa County
- Position Overview
The Fiduciary performs a wide variety of activities and services to fulfill the legal mandates of the Public Fiduciary. The Fiduciary is responsible and accountable for performing intakes, referral/court investigations, and case administration related to guardianships, conservatorships, and decedent estate dispositions under the supervision of the Public Fiduciary. Caseloads may be complex, sensitive, and varied in nature. The Fiduciary is assigned primary responsibility for Wards, Protected Persons, and Estates, managing the well-being and assets of vulnerable and deceased persons. The Fiduciary shall adhere to the Arizona Code of Judicial Administration, Arizona Laws, Rules, and Administrative Orders governing Arizona fiduciaries.
Pre-licensed Fiduciaries work under the supervision of a licensed fiduciary or designated principal, progressively gaining knowledge and expertise, as well as assuming increased responsibilities during the pre-licensing period. The necessary supervision is to ensure work quality and compliance with mandatory requirements, as well as to foster professional development so that the pre-licensed Fiduciary may meet eligibility requirements for licensure.
** Successful applicants not currently holding an Arizona Fiduciary License (Trainee) will be compensated at a salary rate equivalent to 92.5% of the rate determined to be appropriate based on the applicant's experience. A 7.5% increase will be awarded once licensure has been successfully obtained.
- Position Qualifications
Minimum education and/or experience:
Fiduciary license in good standing with the Arizona Supreme Court; or Bachelor's degree, or an equivalent combination of education and guardian certification or education and specifically relevant work experience gained within the previous ten (10) years, may substitute for the Fiduciary License requirement. Specifically relevant work experience must be in the administration of trust, decedent's estate, guardianship or conservatorship under the supervision of either a licensed fiduciary; bank trust or trust company officer; or a licensed attorney emphasizing in the area of probate, trust, elder, mental health, or disability law.
Specialized training, certifications, and/or other special requirements:
Applicant must meet the eligibility requirements pursuant to the Arizona Code of Judicial Administration (ACJA § 7-202) and A.R.S. § 14-5651; obtain Arizona Fiduciary License within 24 months of hire; and, thereafter, must maintain that license in good standing. Must possess, or have the ability to obtain by the time of hire, a valid Arizona driver's license.
Knowledge, skills, and abilities:
- Procedures and processes of the medical and legal systems.
- Developing effective interpersonal relationships with individuals who suffer from disabilities or who are in a crisis situation.
- Planning, organizing, and effectively present ideas and concepts to others.
- Communicating information and ideas, both orally and in writing.
- Effectively administer guardianships, conservatorships, and decedent's estates.
- Make decisions which affect the financial, physical, and psychological life of an incapacitated individual.
- Develop person-centered planning with individuals who may suffer from mental illness, intellectual, and physical disabilities, the elderly, and substance abuse users.
- Assimilate information from a variety of sources, analyze information, and make or recommend courses of action.
- Establish and maintain effective working relationships with co-workers, community organizations, and groups.
- Interact tactfully with clients, their families, other interested parties, attorneys, management, co-workers, agency representatives, and a variety of professionals.
- Deal with contentious and challenging clients and interested parties.
- Work with challenging deadlines and competing priorities.
Preferred education and/or experience:
Professional work experience in the administration of guardianships, conservatorships, decedent's estates, entitlements, social or mental health work, bank trust work, paralegal work or managing caseloads pertaining to meeting the personal and financial needs of clients. Experience working as a paralegal; with government entitlement programs; providing mental health or social services; or managing caseloads pertaining to meeting the personal or financial needs of clients.
Preferred training, certifications and/or other special requirements:
National Certified Guardian with the Center for Guardianship Certification.
Interact with the public and persons of varying degrees of mental stability and occasionally in hostile situations Enter residences where biohazard material and/or pest or rodent infestations may exist. Must have the ability to work on-call nights and weekends on a rotating schedule.
- Essential Job Tasks
- Completes mandatory reports and maintains active compliance with law, rules, codes, orders, and department policies.
- Administers estates of protected and deceased persons with emphasis on preservation of the estate and physical maintenance of personal, real, and business property.
- Coordinates, monitors, and oversees the implementation of Ward case, treatment, residential, and continuing care plans.
- Discharges the duties of the guardian, conservator, and personal representative consistent with orders from the Court.
- Performs investigations and gathers information to ensure informed decision-making, with preference given to the Ward/Protected Person's expressed wishes.
- Testifies in court matters related to Ward advocacy, determinations, litigation, recovery actions, and performance accountability.
- Researches, analyzes, and documents property ownership, values, liquidations, purchases, and transfers.
- Manages or disposes of client property with preference given to the client's expressed wishes or directives.
- Determines end of life and final arrangements with advanced input from the client and his/her family.
- Establishes, maintains, and provides ongoing education regarding the role of the Public Fiduciary in the community while actively participating and communicating with medical, legal, and provider community partners to foster improved client outcomes.
- Proactively obtains government entitlements and maintains a working knowledge of client benefits.
- Organizes and documents information in an accurate and detailed manner to support client activities and benefits performed for accountability and compensation.
- Communicates orally and in writing with Wards, benefit/service providers, financial institutions, residential facilities, medical and legal professionals, and other interested parties, to include communications in adversarial and occasionally hostile situations.
- Drives to community sites, facilities, and institutions.
- Performs other duties as assigned.
- Selection Procedure
The hiring authority will select the successful candidate based on departmental needs.
All offers of employment made to new hires and rehires at Maricopa County are contingent upon successful completion of a post-offer, pre-employment thorough background investigation. A background investigation is conducted on a current employee who changes to a Safety Sensitive Position or one having the potential for serious adverse impact on the integrity or efficiency of the County. These requirements do not pertain to employees of elected officials who undergo background investigation processes administered through their respective offices.
Typically, successful candidates are hired at a salary rate up to midpoint of the range, based on applicable experience, internal equity and budgetary allowances.