Finance Case Manager - $41,899 - $52,374

Finance Case Manager
- Public Fiduciary - $41,899 - $52,374

Clobe, AZ
- Full Time

The purpose of this position is to ensure the protection of clients' estates and wellbeing. This position performs Public Fiduciary case management activities by planning and monitoring the personal and financial affairs of clients declared protected or incapacitated by the court.

• Manages a caseload of clients; develops and implements case management plans; locates and secures housing, food, and clothing for clients; maintains case records in compliance with Supreme Court regulations; performs case studies to assess problems, identifies and presents alternative solutions for clients' issues and problems.
• Maintains a database of client documentation for legal record of the Public Fiduciary case management.
• Schedules appointments and coordinates services with other human service agencies; attends medical and psychiatric appointments. Transports clients to appointments.
• Makes purchases for clients, assists in the management of client funds and expenditures, and coordinates burial arrangements.
• Assists with investigation of referrals and/or court ordered evaluations, gathers the information, visits the prospective client, family members, and interested persons; and assists in making recommendations on whether to accept or decline case and whether potential ward is deemed in need of Public Fiduciary services.
• Prepares monthly reports and correspondence; prepares guardianship reports to court; attends court hearings and testifies in court, as required; prepares inventory for legal reviews; and completes yearly renewal forms for services.
• Performs other duties as assigned.

• Associates Degree in Social Services or related field or equivalent combination of education, training and experience.

• Three (3) years of social services, care giving, accounting experience; or equivalent combination of education, training and experience.

• Must obtain Public Fiduciary License issued by the Arizona Supreme Court, upon completion of three (3) years case management experience under Public Fiduciary.
• Must possess and maintain a valid Driver’s License.