Job Description

Job Description

About Us:
Arizona Fiduciary Services is a fiduciary firm specializing in trust administration, probate management, conservatorships/guardianships, and estate oversight. We are committed to delivering personalized, ethical service to our clients. We are seeking a Paralegal / Administrative Assistant to support our team and help manage our growing caseload.

Responsibilities:

• Prepare, draft, and file legal documents related to trusts, estates, and court matters.
• Maintain accurate and organized case files and fiduciary records.
• Assist fiduciaries with estate and trust accountings, inventories, and reports.
• Manage deadlines, court dates, and client appointments.
• Communicate professionally with clients, attorneys, courts, and financial institutions.
• Handle general administrative tasks, including correspondence, filing, scanning, and billing support.
• Monitor financial transactions and assist with account reconciliation for trust and estate matters.
• Assist the fiduciary with day-to-day case management of clients
• Coordinate the signing, notarization, and recording of legal documents.

Qualifications:

• Paralegal Certificate or an Associate’s degree is preferred, but at least 5 years of comparable work experience is also acceptable
• Minimum of 2 years’ experience in a legal, fiduciary, or estate planning environment.
• Knowledge of probate, trust administration, and fiduciary duties preferred.
• Proficient in Microsoft Office (Word, Excel, Outlook), Adobe Acrobat, Google (Drive, Sheets, Docs, etc.), and legal practice management software.
• Excellent organizational, written, and verbal communication skills.
• Ability to handle confidential information with discretion and professionalism.

Preferred Skills:

• Experience with fiduciary accounting and related software (e.g., QuickBooks, Trust Accounting platforms).
• Familiarity with court filing systems and probate procedures.
• Notary Public certification (or willingness to obtain).

Benefits:

• Competitive salary based on experience
• 401(k)
• Paid time off (PTO) and paid holidays
• Professional development and training opportunities
• Supportive and team-oriented work environment

Schedule:

• Monday to Friday 9am-5pm : Must be available Friday all day and Monday all day.

This field encompasses many roles in an individual's life, a wide variety of skills are required in order to fill this position. Each case is unique; therefore, there is no specific procedure for some situations. This role requires a high level of critical thinking skills. Client situations can change quickly and dramatically, which requires flexibility and creative troubleshooting skills. This position requires awareness of deadlines, appointments, and court dates, as well as an understanding of the nuances of each case. It also requires the ability to be a self-starter. We are responsible for the well-being of the clients we serve, which means that maintaining a consistent schedule is expected; punctuality and regular attendance are essential. Before you apply, please take a moment to consider this. This position has a significant impact on the lives of those we serve. Although it can be challenging, it is also rewarding and fulfilling.

Company Description

At our Ariaonz Fiduciary Services, we don’t just serve clients, we build trusted relationships that last. As part of our team, you’ll be a valued member of a close-knit, mission-driven work family that prides itself on professionalism, integrity, and excellence.

We’re more than just a case management firm — we’re a workplace that genuinely supports your growth, values your contributions, and respects your time. We offer a collaborative and compassionate environment where your voice matters and your career can flourish. Whether you're early in your career or bringing years of experience, you'll find meaningful opportunities to expand your skills, earn trust, and make a difference.

What Sets Us Apart:

Purpose-Driven Work: Every decision we make is in the best interest of our clients — no conflicts, no compromises.

Professional Development: Ongoing education, mentorship, and clear career paths support your growth.

Supportive Culture: We value work-life balance, teamwork, and mutual respect.

Transparency and Ethics: We lead with honesty and hold ourselves to the highest fiduciary standards.

Impact: Be part of a mission-driven firm where your contributions truly matter.

Company Description

At our Ariaonz Fiduciary Services, we don’t just serve clients, we build trusted relationships that last. As part of our team, you’ll be a valued member of a close-knit, mission-driven work family that prides itself on professionalism, integrity, and excellence.\r\n\r\nWe’re more than just a case management firm — we’re a workplace that genuinely supports your growth, values your contributions, and respects your time. We offer a collaborative and compassionate environment where your voice matters and your career can flourish. Whether you're early in your career or bringing years of experience, you'll find meaningful opportunities to expand your skills, earn trust, and make a difference.\r\n\r\nWhat Sets Us Apart:\r\n\r\nPurpose-Driven Work: Every decision we make is in the best interest of our clients — no conflicts, no compromises.\r\n\r\nProfessional Development: Ongoing education, mentorship, and clear career paths support your growth.\r\n\r\nSupportive Culture: We value work-life balance, teamwork, and mutual respect.\r\n\r\nTransparency and Ethics: We lead with honesty and hold ourselves to the highest fiduciary standards.\r\n\r\nImpact: Be part of a mission-driven firm where your contributions truly matter.