Financial Fiduciary
Core
Protect vulnerable adults from financial fraud and manage finances, assets, and taxes for Wards, Protected Persons, and Estates.
Role type
Public Financial Fiduciary
Builds
Financial management and legal compliance for vulnerable adult estates and guardianships
Domain
Public sector / Probate and Fiduciary Law
Deliverable
client delivery
Required skills
fiduciary license, tax review, financial document auditing, petition preparation, court document filing, asset tracking, guardianship administration, case coordination
Preferred skills
post-secondary education in Public/Business Administration/Finance/Accounting, caseload management experience, National Certified Guardian certification
Responsibilities
Represent the office at financial institutions to collect funds and close accounts; Complete annual tax reviews for estates; Review, process, and audit financial documents; Prepare petitions for compensation; Act as subject matter expert for asset tracking; Prepare and file court documents (inventories, accountings, notices); Complete mandatory reports and audits; Administer guardianships, conservatorships, and decedents' estates; Coordinate and oversee Ward, Protected Person, or Estate affairs.
