Jobs · Finance · Arizona

Financial Fiduciary

Maricopa County · Phoenix, AZ · 1 mo ago
Finance$57k–$88k/yrFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where there is real specific content. Must not repeat job title. Must not include Job ID etc. Must remove boilerplate like posting date, deadline, equal opportunity, application instructions, etc. Must preserve substantive info. Let's parse the posting. Key info: - Pay Range $57,000 - $87,500 annually. Salary offers based on candidate's equivalent experience and internal equity. Not eligible for overtime compensation. - Job Type Unclassified Department Public Fiduciary - About The Position: description. - About Us: description. - Proud to Offer: list of benefits: Tuition reimbursement, Exceptional work-life balance, Opportunities for growth and development within Maricopa County, Low-cost, high-value healthcare for you and your qualifying dependents, Child care benefits, including access to the Maricopa County Kids Club, Paid vacation, sick time, and parental leave, Extensive wellness program, including an incentive, Enrollment in the Arizona State Retirement System, a defined retirement benefit requiring an 11.98% per paycheck contribution rate that includes a 100% employer match on Day 1. - We Require: Fiduciary license in good standing with the Arizona Supreme Court, Two years of responsible guardianship, conservatorship, decedent estate, or related fiduciary or probate experience, High School Diploma or GED. - Other Requirements: Must possess a valid Arizona driver's license or have the ability to obtain one by the time of hire. - We Also Value: Post-secondary education with a specialization in Public or Business Administration, Finance, Accounting, or another closely related field, Experience managing caseloads that pertain to meeting the personal or financial needs of clients, National Certified Guardian with the Center of Guardianship Certification. - Job Contributions (list of duties): Represent the office at financial institutions, and collects statements and funds, and close accounts when necessary; Complete tax reviews for all estates annually and as needed throughout the year; Review, process, and audit a variety of financial documents; Prepare petitions for compensation for all estates annually and as needed throughout the year; Act as the subject matter expert on the required supporting documentation for and tracking of any and all assets administered by the department; Prepare and file court documents, including, but not limited to, inventories, accountings, notices, and miscellaneous documents specific to individual case estate needs; Completes mandatory reports and audits to ensure the department maintains active compliance with laws, rules, codes, orders, and department policies; Administer guardianships, conservatorships, and decedents' estates or perform other fiduciary duties as needed; Coordinate, monitor, and oversee the Ward, Protected Person, or Estate affairs. - Working Conditions: Interacts with the public and persons of varying degrees of mental stability, and occasionally in hostile situations; Enter residences where biohazardous material, pest, or rodent infestations may be present; Must have the ability to work on-call nights and weekends on a rotating schedule. - Selection Procedure: Consideration will only be given to candidates who submit online applications; Candidates will be contacted primarily through email and their Workday online application profile; Must pass a pre-employment background and/or fingerprint investigation as required by statute or policy, including drug and alcohol testing requirements for positions designated as safety-sensitive. We need to remove boilerplate: posting date, deadline, equal opportunity, EEO, application instructions, etc. Also remove "Apply Now!" etc. We need to produce sections: maybe About the role (combining About The Position and About Us?), Responsibilities (Job Contributions), Requirements (We Require + Other Requirements?), Qualifications (maybe We Also Value?), Skills (maybe not explicit), Benefits (Proud to Offer), Pay (Pay Range), Schedule (maybe working conditions includes on-call nights and weekends rotating schedule). Also maybe include "Schedule" if specific schedule info present: "Must have the ability to work on-call nights and weekends on a rotating schedule". That's schedule info. We need to ensure we don't create sections with filler like "commensurate with experience". Pay range is specific, so include Pay section. Schedule: we have specific schedule info: on-call nights and weekends rotating schedule. So include Schedule. Benefits: we have list. Responsibilities: list of duties. Requirements: maybe combine "We Require" and "Other Requirements". Could be separate but we can combine into Requirements. Qualifications: maybe "We Also Value" could be Qualifications or Skills. Since they are valued but not required. Could treat as Qualifications. Skills: maybe not explicit; we could omit Skills section if no specific skill list. But we could infer from duties: taxes, accounting, financial documents, etc. However we should not invent. Better to omit Skills if not explicitly stated. Thus sections: About the role (maybe combine About The Position and About Us), Responsibilities, Requirements, Qualifications, Benefits, Pay, Schedule. Check if any content for each. About the role: we have About The Position paragraph and About Us paragraph. Both are prose. We'll combine into one

maybe two paragraphs. Responsibilities: list of duties from Job Contributions. Use

  • . Requirements: list from We Require + Other Requirements. Use
    • . Qualifications: list from We Also Value. Use
      • . Benefits: list from Proud to Offer. Use
        • . Pay:

          with pay range and note about salary offers based on experience and internal equity, not eligible for overtime. Schedule:

          with on-call nights and weekends rotating schedule. We must not include headings with empty content. All sections have content. We must not include job title heading. Not include Job ID etc. We must not include boilerplate like posting date, deadline, equal opportunity, etc. We must not include application instructions. We must not include navigation, legal, EEO, scam warning. We must preserve all substantive information. Let's craft HTML. We'll output something like:

          About the role

          Are you enthusiastic about helping others? Do you want to serve your community and make an impact by supporting vulnerable populations? Consider applying for our Financial Fiduciary position, where you will have the opportunity to make a difference every day in Maricopa County! As the Financial Fiduciary, you will protect vulnerable adults from financial fraud and use your skills in taxes and accounting for the greater good. You will work closely with the assigned field fiduciaries regarding the finances, assets, and taxes of Wards, Protected Persons, and Estates.

          It's time for you to utilize and perfect your talents. Join the Maricopa County Public Fiduciary and make a difference in the lives of Maricopa County’s most vulnerable adults! Our dedicated team of professionals provides compassionate guardianship and conservatorship and handles final administration for those vulnerable adults who do not have another person or agency willing to serve. We are looking for individuals who are passionate about helping others and interested in innovative and collaborative efforts to meet this growing population’s needs! We are proud to offer a dynamic group of diverse and talented professionals.

          But note we already have a "Proud to Offer" benefits list separate; we should not duplicate benefits in About the role. The About Us paragraph ends with "Apply now to work with a dynamic group of diverse and talented professionals." That's okay. We could keep that sentence but it's not boilerplate. It's fine. Now Responsibilities:

          Responsibilities

          • Represent the office at financial institutions, and collects statements and funds, and close accounts when necessary
          • Complete tax reviews for all estates annually and as needed throughout the year
          • Review, process, and audit a variety of financial documents
          • Prepare petitions for compensation for all estates annually and as needed throughout the year
          • Act as the subject matter expert on the required supporting documentation for and tracking of any and all assets administered by the department
          • Prepare and file court documents, including, but not limited to, inventories, accountings, notices, and miscellaneous documents specific to individual case estate needs
          • Complete mandatory reports and audits to ensure the department maintains active compliance with laws, rules, codes, orders, and department policies
          • Administer guardianships, conservatorships, and decedents' estates or perform other fiduciary duties as needed
          • Coordinate, monitor, and oversee the Ward, Protected Person, or Estate affairs
          Requirements:

          Requirements

          • Fiduciary license in good standing with the Arizona Supreme Court
          • Two years of responsible guardianship, conservatorship, decedent estate, or related fiduciary or probate experience
          • High School Diploma or GED
          • Must possess a valid Arizona driver's license or have the ability to obtain one by the time of hire
          Qualifications:

          Qualifications

          • Post-secondary education with a specialization in Public or Business Administration, Finance, Accounting, or another closely related field
          • Experience managing caseloads that pertain to meeting the personal or financial needs of clients
          • National Certified Guardian with the Center of Guardianship Certification
          Benefits:

          Benefits

          • Tuition reimbursement
          • Exceptional work-life balance
          • Opportunities for growth and development within Maricopa County
          • Low-cost, high-value healthcare for you and your qualifying dependents
          • Child care benefits, including access to the Maricopa County Kids Club, dedicated to serving Maricopa County families
          • Paid vacation, sick time, and parental leave
          • Extensive wellness program, including an incentive
          • Enrollment in the Arizona State Retirement System, a defined retirement benefit requiring an 11.98% per paycheck contribution rate that includes a 100% employer match on Day 1
          Pay:

          Pay

          Pay range: $57,000 - $87,500 annually. Salary offers are based on the candidate's equivalent experience and internal equity with other employees within the same job classification. This position is not eligible for overtime compensation.

          Schedule:

          Schedule

          Must have the ability to work on-call nights and weekends on a rotating schedule.

          Check we didn't repeat any content inadvertently. Also we omitted Working Conditions besides schedule; we included schedule. The other working conditions (interacting with public, entering residences with biohazard etc.) maybe could be included under Responsibilities or a separate section like Working Conditions but we don't have a heading for that in allowed list. The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. No Working Conditions. So we must incorporate those details somewhere else, maybe within Responsibilities or About the role. The instructions: "Use

          for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., implying those are examples but we should use those headings when appropriate. It didn't say we cannot add other headings, but likely we should stick to those. However we need to preserve ALL substantive information. The working conditions details are substantive. If we cannot create a heading for them, we need to embed them somewhere else, maybe within Responsibilities or About the role. The responsibilities list currently does not include those conditions. We could add a bullet under Responsibilities for "Interacts with the public and persons of varying degrees of mental stability, and occasionally in hostile situations" and "Enter residences where biohazardous material, pest

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