Public Fiduciary Case Specialist-Licensed
*Mohave County Public Fiduciary Department is currently recruiting for the position of Public Fiduciary Case Specialist-Licensed located in Kingman, AZ*
Depending on qualifications, may underfill position. This posting may be used to fill current and future vacancies:
*May underfill position Public Fiduciary Case Specialist-Trainee as Range 14, Step 1-8: $21.50 - $26.44.
Performs case administration of vulnerable persons and estates under the jurisdiction of the public fiduciary and in accordance with Arizona Law. Coordinates services and provides advocacy to ensure legal, financial, medical and domestic matters are addressed in a timely manner for the proper administration of the cases. Performs duties with initiative and judgment to apply mandates, practices, regulations and policies to a variety of difficult and complex situations and to resolve, or recommend solutions. Some oversight and internal controls reduce liability but this position requires discipline and focus to prevent errors that may result in an adverse impact to the client and/or the Estate.
Work is performed under the direction or general supervision, depending upon assignment, of a higher level of authority.
As assigned, exercises technical, functional, or direct supervision of subordinates. May exercise functional supervision of subordinate personnel in the absence of supervisor.
Essential Job Functions
- Performs fiduciary casework related to the legal guardianship and/or conservatorship of vulnerable persons and probate of decedent's estates.
- Audits incoming and outgoing data for accuracy, completeness, and quality, resolves errors and omissions to prevent errors that my result in adverse impact.
- Performs advanced administrative functions in carrying out the proper administration of work assignments.
- Conducts initial and periodic investigations, and evaluations of new intake fiduciary and indigent deceased referrals.
- Interviews clients, families, and other community members with knowledge about the case.
- Inventories, marshals, and protects assets of the Estate.
- Performs search work to find information to support decision making, locate relatives, and heirs.
- Manages outcomes for the client or estate with other professionals: financial institutions, insurance, legal, medical personnel, community agencies, and government entitlement programs.
- Communicates and acts in a professional manner with the public, co-workers, and work contacts.
- Attends client meetings to ensure the delivery of care and services.
- Assessment of client needs and establishment of client goals.
- Maintains records and prepares annual Court ordered Guardian Reports, budgets, procurement of insurance and maintains client medical records.
- Provides on-going case file maintenance and daily documentation.
- Coordinates services for the client including medical appointments, transportation, individual services based on client's needs or preferences.
- Coordinates residential placements and ongoing monitoring.
SECONDARY JOB FUNCTIONS
- Performs related work as required.
- Performs special assignments as requested.
- May be cross-trained for staff back-up purposes.
- Exercise regular and predictable attendance and punctuality in accordance with Mohave County Personnel Policies and Procedures.
- High School Diploma/ GED (General Education Degree)
- Five (5) years of experience related to one or a combination of the duties performed managing the assets and/or wellbeing of vulnerable persons.
SPECIAL JOB REQUIREMENT
- Must pass drug screen post offer.
- Provide acceptable driving history at no cost to the County.
- Must possess a valid driver's license for operation of motor vehicles on Arizona roads at the start of employment and maintain said license while employed in this position.
- Candidate must become certified as a Professional Fiduciary within a reasonable period of time from the date of hire and meet eligibility requirements (see requirements below).
- BA/BS Degree preferred.
The requirements to become an Arizona certified fiduciary are:
- 21 years of age
- U.S. Citizen
- No felony conviction - documented by fingerprint/background check
- Attest to no civil liability involving fraud, misrepresentation, material omission, misappropriation, theft or conversion on the application
- Consent to jurisdiction of the court
The following experience is required for qualification to become a certified fiduciary to be in a fiduciary relationship as a non-familial court appointment and under supervision of a certified fiduciary, bank officer or attorney who practices in probate.
1. HS diploma/GED - 3 years' experience
2. BA/BS and I year experience
3. HS diploma/GED and a paralegal certificate from accredited program and 2 years
4. HS diploma/GED and cert from specifically accredited fiduciary program and 2 years
5. HS diploma/GED and cert form ABA paralegal or fiduciary program and 2 years
6. ABA accredited degree, admitted to practice and in good standing
7. Institutionally accredited non ABA school, admitted and in good standing
8. HS diploma/GED and appointed as foreign fiduciary for 3 years
Knowledge, Skills & Abilities
- Researching techniques and processes.
- Modern office practices and procedures.
- Applicable rules, laws, regulations, department/organization policies and best practices related to the essential functions.
- Computer literacy to include the use of software applications and peripheral equipment.
- Mohave County Personnel Policies and Procedures, and Department Regulation.
- Project and/or case management
- English, grammar, spelling, punctuation, and basic math.
- Professional report writing.
- Operation of related office equipment in performance of duties.
- Manage multiple cases of varying complexity.
- Work independently in completing work assignments in a timely manner.
- Use analytical thinking, deductive/inductive reasoning to interpret data and apply in making competent decisions in fulfilling work responsibilities.
- Follow complex oral and written instructions.
- Direct work and review accuracy of subordinates and co-workers.
- Perform the essential functions of the class with or without a reasonable accommodation.
- Establish and maintain effective working relationships with the public, co-workers, and other agencies/departments.
- Comply with Mohave County Personnel Policies and Procedures, and Department Regulations.