Trust Clerk

About the role

The Trust Clerk position accepts and dockets petitions and subsequent filings for guardianship and adoption cases for Anne Arundenal County Circuit Court. Once a guardianship is established, the incumbent meets with the newly appointed guardian to inform them of duties and responsibilities. Reviews annual fiduciary reports and testifies in court regarding any reporting issues that arise. Opens new trusts, guardianships, and adoption cases by reading pleadings, making docket entries, establishing case file folder, and collecting associated court costs.

Responsibilities

• Maintains fiduciary reports, notifying guardians of requested documentation and/or clarification of items in their annual reports, and present to judge any questionable expenditures.
• Maintains and ensures court files and computer docket information is up to date.
• Maintains daily calendar for reports due, annual inventory reports, etc. for trust/guardianships.
• Affords assistance to the public and support agencies with obtaining information via telephone, in person or in written correspondence.
• Appears in court and answers questions posed by judge and/or attorneys.

Requirements

• Education: High school diploma (or GED equivalent).
• Experience: Two (2) years of clerical, fiscal, or accounting work experience.
• Note: A Bachelor’s Degree may substitute two (2) years of required work experience.
• Note: A Paralegal/Associates Degree or 60 college credits may substitute two (2) years of required work experience.
• Note: A Paralegal Certificate may substitute one (1) year of required work experience.

Qualifications

• General office practices, procedures, and equipment.
• Basic knowledge of the functions of other related agencies.
• Knowledge of court forms, practices, procedures, protocols, systems, and equipment required to support the specialized work of the assigned unit(s).
• Accuracy and attention to detail.
• Organization and time management.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
• Read and interpret documents and procedure manuals.
• Write routine reports, memos, and correspondence.
• Solve practical problems and deal with many variables.
• Refer to and if necessary cite the MD Annotated Code, MD Rules and Attorney Generals Opinions.
• Communicate in an effective, patient, and tactful manner with customers and co-workers.
• Complete duties and responsibilities in a helpful manner understanding and displaying a service minded approach to customers and coworkers.
• Define problems, collect data, establish facts, and draw valid conclusions.
• Read and interpret comments and notations.
• Maintain strict confidentiality as required.
• Set priorities and simultaneously process multiple duties and responsibilities.
• Apply job-related codes, policies, procedures, rules, regulations, and laws as required.

Skills

• In using a personal computer.

Benefits

• Medical.
• Dental.
• Vision.
• Life insurance.
• Paid time off.
• Paid holidays.
• Tuition assistance.
• Continuing education programs.
• Employee assistance programs.
• State Retirement and Pension plans.

Pay

$54,199

Schedule

Regular Full time