Our Mission is to provide quality affordable fiduciary services to persons that are disabled and vulnerable due to age, incapacity, mental illness or for clients that have passed away.
We are seeking to add another competent and compassionate person to our team:
We are seeking a detail-oriented, analytical, and highly organized Trust Administrator with 3 to 5 years of experience in trust administration or probate legal operations. In this role, you will manage a diverse case portfolio encompassing private living trusts, special needs trusts, and court-ordered conservatorships governed by Arizona Title 14.The ideal candidate possesses strong fiduciary acumen and exceptional interpersonal skills to guide beneficiaries and families through sensitive life transitions. For highly qualified legal or financial professionals who do not yet hold an active Arizona private fiduciary credential, our firm provides full financial sponsorship and mentorship to achieve licensure within your first six months.
Job Opening: Trust Administrator/Licensed Fiduciary
Company: The Families Advocate, LLC
2400 N Central Ave Suite 302
Phoenix, AZ 85004
602.870.7815 phone 602.870.7908 fax
Schedule: 40 hours per week, Monday – Friday; Flexible Hybrid in office & remote
Key Responsibilities
- Portfolio Administration: Oversee the day-to-day administration of a dedicated portfolio of trusts, estates, and conservatorships in strict accordance with governing documents, fiduciary duties, and Arizona statutes.
- Financial Management & Distributions: Coordinate complex asset distributions, process regular disbursements, oversee real estate liquidations, and manage recurring bill payments for beneficiaries.
- Court Compliance & Accounting: Prepare accurate, comprehensive court inventories, annual accountings, and specialized compliance reports required by the Arizona Superior Court system.
- Stakeholder Relations: Act as the primary point of contact for beneficiaries, family members, estate planning attorneys, CPAs, and investment advisors to ensure seamless case execution.
- Asset Onboarding: Investigate, identify, marshall, and inventory newly assigned estate and trust assets during the initial intake phase of administration.
Required Qualifications
- Experience: 3 to 5 years of direct experience in trust administration within a private fiduciary firm, bank trust department, or as a probate/estate planning paralegal within a law firm.
- Legal Knowledge: Practical familiarity with fiduciary accounting standards, asset management practices, and Arizona Probate Code procedures.
- Licensing: Active Certified Fiduciary license issued by the Arizona Supreme Court is highly preferred. Candidates with strong adjacent legal/financial experience must be willing and eligible to sit for the Arizona fiduciary examination within 6 months of hire.
- Technical Skills: Proficiency with fiduciary accounting systems, court accounting spreadsheets, and standard office productivity suites.
- Core Competencies: High emotional intelligence, compassion for people with disabilities, absolute discretion with sensitive financial and medical data, and excellent conflict resolution capabilities.
Compensation & Benefits
- Base Salary: $72,800 – $93,600 per year, strictly commensurate with direct trust administration experience and active licensure status.
- Health & Wellness: 100% Employer paid Health, dental, vision, and short term, long term and life insurance coverage packages. Dependent coverage available at employee cost.
- Professional Development: 100% firm-funded coverage for the Arizona fiduciary exam fees, background check processing, and mandatory ongoing continuing education (CLE/CPE) credits.
- Paid time off: 80 hours of paid time off on accrual
- Holidays: 6 paid holidays per year
Job Type: Full-time
Pay: $35.00 - $45.00 per hour
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Tuition reimbursement
- Vision insurance
Application Question(s):
Education:
- High school or equivalent (Preferred)
Experience:
- Trust Administration: 3 years (Required)
Ability to Relocate:
- Phoenix, AZ 85004: Relocate before starting work (Required)
Work Location: Hybrid remote in Phoenix, AZ 85004
