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Fiduciary Benefits Specialist
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-08-15
Listing for:
Maricopa County
Full Time
position Listed on 2026-08-15
Job specializations:
-
Government
Financial Compliance, Financial Reporting -
Finance & Banking
Financial Compliance, Financial Reporting
Job Description & How to Apply Below
08/12/26
Application Deadline
08/16/26
Pay Range $21.75 - $36.50 hourly
Salary offers are based on the candidate's equivalent experience and internal equity with other employees within the same job classification. The position is eligible for overtime compensation for all hours worked over 40 in the designated workweek.
Job Type Unclassified Department Public Fiduciary About the Position Are you experienced in financial administration, entitlement programs, and trust management? Do you enjoy work that combines attention to detail with meaningful public service? The Maricopa County Public Fiduciary is seeking a Financial Eligibility Specialist to support the financial stability and benefit eligibility of vulnerable adults under fiduciary this role, you will perform financial and entitlement-related functions, including trust and account administration, accounts payable and receivable activities, government benefit coordination, eligibility monitoring and reporting, and Social Security Representative Payee responsibilities.
Your work helps ensure compliance with federal and state regulations while protecting access to critical income, healthcare, and public assistance programs.
The Financial Eligibility Specialist collaborates with internal staff, County departments, and representatives from agencies such as the Social Security Administration, Veterans Affairs, AHCCCS, ALTCS, and the Arizona Department of Economic Security to obtain, maintain, and monitor benefits and financial resources. Success in this role requires strong analytical skills, attention to detail, sound judgment, and the ability to manage complex financial and eligibility processes accurately and efficiently.
About UsJoin the Maricopa County Public Fiduciary and make a difference in the lives of Maricopa County's most vulnerable adults. Our dedicated team provides guardianship, conservatorship, and decedent estate administration services for individuals who do not have another qualified person or agency willing or able to serve. We are seeking professionals who are passionate about public service and committed to innovative, collaborative solutions that protect and enhance the well-being of those we serve.
Proud to Offer Work with a greater purpose
Tuition reimbursement
Exceptional work-life balance
Opportunities for growth and development within Maricopa County Low-cost, high-value healthcare for you and your qualifying dependents
Child care benefits, including access to our on-site center, Maricopa County Kids Club , dedicated to serving Maricopa County families
Paid vacation, sick time, and parental leave
Extensive wellness program, including an incentive
Enrollment in the Arizona State Retirement System, a defined retirement benefit requiring a 11.98% monthly contribution rate that includes a 100% employer match on Day 1
Want to learn more about the County’s Qualifying and Compensation Philosophy? Follow this link to learn more! Work With Us | Maricopa County, AZWe Require Two years of experience in accounts payable, accounts receivable, financial recordkeeping, or related financial operations, including entitlement processing and/or trust administration
High School Diploma or GEDPost-secondary education may substitute for the experience requirement on a year-for-year basis
Other Requirements Must possess or have the ability to obtain a valid Arizona Driver’s License by the time of hire
Must be able to pass a background check
We Also Value Associate's degree or higher in Accounting, Finance, Business, or related field
Experience with Fiduciary Trusts and Accounting , or entitlement benefits eligibility
Licensed Fiduciary with the Arizona Supreme Court Job Contributions Monitor account balances to ensure continued eligibility for government income entitlements and compliance with resource threshold requirements.
Coordinate, process, and track financial transactions, activities, and related documentation
Monitor and prepare accounting/reporting on Special Needs Trusts (SNTs), Income Only Trusts (IOTs), ABLE/Stable Accounts, and other financial arrangements, ensuring compliance with applicable federal, state, and program requirements while preserving eligibility for public benefits
Provide guidance and support to department staff and coordinate with entitlement programs and government agencies to facilitate financial processes, benefit administration, and eligibility maintenance
Coordinate, apply for, renew, and maintain government entitlement benefits for assigned caseload
Perform Social Security Representative Payee duties, including annual reporting, resource monitoring, benefit management, and communication with the Social Security Administration Perform financial operations, including accounts payable, accounts receivable, trust accounting, receipt and disbursement processing, electronic funds transfers (EFTs), and reconciliation of client financial records
Develop and maintain effective working relationships with department staff and…
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