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Fiduciary Benefits Specialist

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Government Jobs
Full Time position
Listed on 2026-08-16
Job specializations:
  • Government
    Financial Compliance, Financial Reporting, Financial Analyst
  • Finance & Banking
    Financial Compliance, Financial Reporting, Financial Analyst
Job Description & How to Apply Below

Financial Eligibility Specialist

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 care.

In 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.

Join 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.

We offer generous paid time off, paid sick leave, and 10 paid holidays! We have affordable medical, dental, and vision insurance, and our employees are entitled to coverage by one of several State-sponsored retirement pension plans, our employee assistance program, and wellness incentives. Additionally, our employees have the option of life insurance, disability, a group legal plan, and pet insurance.

We require two years of experience in accounts payable, accounts receivable, financial recordkeeping, or related financial operations, including entitlement processing and/or trust administration. A high school diploma or GED is also required. Post-secondary education may substitute for the experience requirement on a year-for-year basis.

Other requirements include possessing or having the ability to obtain a valid Arizona Driver's License by the time of hire and passing a background check.

We also value an associate's degree or higher in Accounting, Finance, Business, or related field, experience with Fiduciary Trusts and Accounting, or entitlement benefits eligibility, and a licensed fiduciary with the Arizona Supreme Court.

Job contributions include monitoring account balances to ensure continued eligibility for government income entitlements and compliance with resource threshold requirements, coordinating, processing, and tracking financial transactions, activities, and related documentation, and providing guidance and support to department staff and coordinating with entitlement programs and government agencies to facilitate financial processes, benefit administration, and eligibility maintenance.

Working conditions include performing work in an indoor office environment serving an extremely fast-paced fiduciary business, lifting up to 40 pounds from the floor to the waist and up to 30 pounds from the waist to the shoulder, and carrying, pushing/pulling up to 10 pounds a distance of 20 feet.

Selection procedure includes consideration only being given to candidates who submit online applications, candidates being contacted primarily through email and their Workday online application profile, and passing a pre-employment background and/or fingerprint investigation as required by statute or policy, including drug and alcohol testing requirements for positions designated as safety-sensitive.

Maricopa County is an equal opportunity employer and is committed to providing equal employment opportunities to all applicants. If you require a reasonable accommodation during the application process or to perform the essential functions of the position under the Americans with Disabilities Act (ADA), please contact MHRFeedback to initiate the interactive process.

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