Fiduciary Benefits Specialist
Core
Manage financial eligibility and entitlement benefits for vulnerable adults under fiduciary care, ensuring compliance with federal and state regulations while administering trust accounts and government benefits.
Role type
Financial Eligibility Specialist (Fiduciary)
Builds
Government benefit eligibility status and compliant financial accounts for vulnerable adult caseloads
Domain
Public sector fiduciary services / Social Services / Financial Administration
Deliverable
client delivery
Required skills
Accounts payable/receivable processing, trust administration, government entitlement coordination, eligibility monitoring, financial recordkeeping, Social Security Representative Payee duties
Preferred skills
Licensed Fiduciary (Arizona Supreme Court), experience with Special Needs Trusts (SNTs) and Income Only Trusts (IOTs), knowledge of ABLE/Stable Accounts
Technologies
Electronic Funds Transfers (EFTs), Workday
Responsibilities
Monitor account balances to ensure continued eligibility for government income entitlements; Coordinate, process, and track financial transactions and documentation; Monitor and prepare accounting/reporting on Special Needs Trusts and other financial arrangements; Coordinate, apply for, renew, and maintain government entitlement benefits; Perform Social Security Representative Payee duties including annual reporting and resource monitoring; Perform financial operations including accounts payable, receivable, trust accounting, and reconciliation
Seniority
Mid-level individual contributor