Fiduciary firm in Gilbert seeks an Case Administrator/licensed fiduciary to fulfill duties related conservatorship, trust administration, estate, and POA administration.
Position offers a diverse range of duties that can vary case to case and requires a high degree of attention to detail and flexibility, including excellent time management and organizational skills.
Current fiduciary license or 2 years experience in the fiduciary field with the ability/desire to be licensed within 1 year of hire. The ideal candidate will be looking for a position that allows growth and increasing responsibility over time.
Job duties include:
- Accounts payable activities including payment of client invoices, reconciling accounts, completing audits, and maintaining financial and legal records. Experience using Quicken or Quickbooks is required.
- Preparation of 90-day inventories and annual trust accountings.
- Marshaling and liquidating real and personal property, completing in-home photo inventories, sorting through financial and legal document in search of assets, completing property distribution to beneficiaries, working with real estate agents and contractors.
- Communicating with incapacitated adult clients and trust and estate beneficiaries.
- Requires fieldwork and on-site property visits to provide oversight of properties including coordinating with contractors to prepare property for sale. Properties may be located in any area of the valley so must have a reliable vehicle and the willingness to drive as needed.
- Assist with records management to maintain court compliance. Includes scanning of documents and some data entry.
- Willingness to proficiently and timely document all tasks completed into time-keeping program on a daily basis.
- Must be proficient at calendaring deadlines and adhering to those deadlines independently.
- Able to lift 25 pounds, at times be on your feet for extended periods, pack and move boxes, bend, and reach high places.
- Be proficient in Word and Excel and have experience writing professional emails and other business correspondence.
- Please send a resume along with a cover letter stating why you are interested in the position and how your prior experience is relevant to the position.
Candidates are required to pass a criminal background check, obtain a level one fingerprint clearance card, pass a credit check, and have a clean driving record. The credit check must show no bankruptcies, foreclosures, defaults, or collections accounts. The employer reserves the right to drug test.
Job Type: Full-time
Schedule:
Education:
Experience:
- Fiduciary: 3 years (Required)
License/Certification:
- Fiduciary license (Preferred)
Ability to Relocate:
- Gilbert, AZ: Relocate before starting work (Required)
Work Location: In person