Public Fiduciary Trainee

Essential Job Functions

• Receives, sorts, indexes, types, files and retrieves forms, correspondence, and documents.
• Compiles reports and summaries of work.
• Checks and completes records, forms and documents.
• Sends and receives correspondence.
• Operates a variety of office equipment.
• Compiles required reports.
• Maintains records, files and record retention schedules.
• Assists with other administrative support duties as needed.
• Aids in the budgeting process for Payee status wards.
• Aids with Public Auctions.
• Aids with special projects as assigned.
• Prepares documents, documentation, photograph and case charting for wards records, for full control of assets and services.
• Aids in securing and managing real and personal property of all Probate, Guardianship and Conservatorship cases; which may include securing titles and insurance coverage; conducting photo, written, computer inventory; cataloging, labeling, tagging, packaging, storing personal property; for full control of assets and services; under a variety of environmental conditions which may include unpleasant sights and smells or adverse weather conditions.

  Knowledge and Skills

  • Knowledge of financial record keeping and reporting procedures.
  • Knowledge of office equipment.
  • Knowledge of statues, court decisions and legal principles and practices relating to guardianship, conservatorship, and personal Representatives.
  • Knowledge of investigative, research methods and techniques.
  • Knowledge and understanding of bank operations and processes.
  • Skills in learning new complex skills.
  • Skills in general accounting practices.
  • Skills in tracking and reporting activity levels.
  • Skills in effectively communicating verbally and in writing.
  • Skills in establishing and maintaining effective working relationships with employees, other agencies and the public.

    Desirable Qualifications

    • Statutory requirements from A.R.S. 14-5651: At least twenty-one years of age; high School diploma or GED; US 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.
    • Acceptable Experience and Training as defined in ACJA 7-202: Any acceptable combination of education and experience equivalent -High School diploma/GED; AND one year general clerical experience;*BA/BS and 1 year experience; or Associated Degree/High School diploma/GED and paralegal certificate from accredited program and 2 years experience; or High School diploma/GED and certificate from specifically accredited fiduciary program and 2 years experience; or High School diploma/GED and 2 years experience under the supervision of a bank trust or trust company officer; or High School diploma/GED and 2 years or under the supervision of a licensed attorney whose major emphasis is in the area of probate, trust, elder, mental health, or disability law.* Applicant must possess and maintain a valid rizona Drivers License.
    • This position is a temporary position preparing and training purposes for advancement within the department.
    • If licensure is pursued, must be able to pass a criminal history investigation and financial background check to obtain Arizona Supreme Court Fiduciary License within minimum allotted time of 18-36 months after full-time hire.
    • This position is exempt from overtime.