Job Description: Associate Fiduciary (Full-Time)
Sapphire Resources, LLC, founded in 2017 by Erin Bonner, offers administrative, personal representative, Attorney-in-Fact, Trustee, and fiduciary services, primarily to senior individuals and persons with disabilities. We genuinely enjoy working here and hope you will too. Learn more about our company at www.sapphire-resc.com.
A fiduciary is a person legally entrusted to act on behalf of another party, prioritizing their interests above all else. Our firm has 2 fiduciaries, both certified by the Center for Guardianship Certification (CGC), as well as one associate fiduciary who will be certified in the next few months. We serve several folks in town as their Attorney-in-Fact, Trustee, or Personal Representative. Our firm also has many clients engaged in a future-planning capacity; with uncertain timeframes for when services are needed. We are looking to hire an Associate Fiduciary who will achieve certification and serve our clients in these same legal roles as part of a long-term commitment. More information regarding the CGC’s certification is available here: https://guardianshipcert.org/certification-requirements/
The ideal candidate would be a personable professional with robust and client-centered ethics. They would have the ability to self-direct through many open tasks and would be diligent in their documentation and organization.
Requirements:
· Proficient with Microsoft Office
· Tech-savvy, capable of learning our CRM (Client Record Management) tool
· Professional demeanor—whether in-person, on the phone, or in an email
· Organized and detail-oriented
· Positive and courteous, even on a difficult day or in a difficult discussion
· Very patient, even when it is the fifth time circling the same explanation with the same client
· Ready to say yes to new tasks or changes, with the presence of mind to ask for clarifications
· Must have a safe, insured vehicle that they are willing to use for work duties
Duties & Responsibilities:
· Oversee, communicate with, and direct third-party vendors in the best interests of clients (such as banks, CPAs, caregivers)
· Determine paperwork needs and complete on clients’ behalf
· Interact positively with clients, whether they are seniors or other complex individuals
· Analyze finances and conduct business on behalf of represented clients
· Read and interpret legal documents, with assistance from legal counsel
· Visit clients to check-in regarding ongoing needs, providing occasional basic technology help
· Network with community professionals
· Transport clients to meetings or appointments, as the occasional need arises
Relevant Prior Fields of Expertise:
· Banking, Accounting or Finance
· Law Degree, Legal Assistant, or Paralegal
· Direct Support Professional or Caregiver
· Social Work, Case Manager
Location: In-person, downtown Eugene office
Hire Date: Position open until filled
Hours: M-F flexible between 7a-6p depending on applicant’s desired schedule
Compensation: $27-33 per hour DOE, medical insurance, 3% matched retirement plan, accruing 15 days/year of PTO (used also as sick time), 10 paid holidays, and mileage compensation. Retirement and insurance plans would initiate after 90-day probationary period is passed; PTO accrues from date of hire but cannot be used until probationary period is successfully passed.
The expectation for this role is that the Associate Fiduciary will achieve their certification with the CGC no later than 6 months post-hire and will thereafter serve various clients as an appointed representative in their legal documents, such as Attorney-in-Fact (aka Power of Attorney), Trustee, Personal Representative, and Healthcare Representative.
https://guardianshipcert.org/certification-requirements/
Candidates who are successful in this role should be prepared for a long-term commitment. However, we understand that you may not wish to begin investing in your fiduciary certification until you are certain about us and the job. Because of that, we will not require a new Associate to begin working towards that certification until the end of their probationary period.
Unfortunately, the cost of achieving the CGC’s certification is not something that Sapphire can currently cover. We hope that the competitive compensation package, growth opportunities, and positive workplace experience will incentivize an Associate to choose the fiduciary career path.
To apply to this role, please complete the Indeed application with an attached resume. Please also attach a brief personal statement describing who you are, what makes you tick, and why this job posting appeals to you. If Indeed's portal gives you any trouble, you may also submit these materials to [email protected]. We look forward to meeting you!
Onboarding with Sapphire Resources, LLC will require a comprehensive background check (credit report, criminal history, employment history, education verification, and fingerprinting). A drug test is not required, but all employees are required to be sober during working hours, with zero tolerance for error or indiscretion.
Sapphire Resources, LLC, is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Sapphire Resources makes hiring decisions based solely on qualifications, merit, and business needs at the time.
Job Type: Full-time
Pay: $27.00 - $33.00 per hour
Benefits:
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
