GUARDIANSHIP SERVICES SPECIALIST 1, FIDUCIARY

Code: 60600C State Competitive Range: P19 (FY 2027) Work week NL: FLSA exemptOvertime table (4A:3, Appx. A)

Salary: $60,876.32 - $88,742.92/year FY 2027 schedule (last updated 2026-07-27)

Official job specification

The text below is the official specification published by the New Jersey Civil Service Commission. The plain-language summary and analysis above are derived from it by NJ Civil Service Navigator. Source: the official specification page at NJ CSC.

Definition

Under the close supervision of a supervisory official in a state department, institution, or agency, performs fiduciary responsibilities securing, monitoring, auditing, and/or managing court-appointed clients' personal income, assets, and/or benefits; does other related duties as required.

Examples of work

Completes and sends letters requesting client account verification, account statements, freezing and/or closure of accounts to financial institutions. Reviews routine client postings and ACH transactions. Researches and prepares benefit and entitlement applications such as Pensions, Medicaid, Social Security Disability, Representative Payee, Medicare Part B, and PAAD on behalf of clients. Assists in preparing and processing documents for surrender of client insurance policies, pensions, and retirement savings. Assists in managing real property such as maintaining property insurance, meeting repair deadlines, insuring vacant properties, paying housing bills, and/or securing valuable real assets. Assists GSS2 or supervisory official in resolving questions or concerns from outside entities related to client finances, assets and/or benefits. Completes redeterminations for Medicaid and assists in obtaining documents and other paperwork necessary for completing the client Medicaid application process. Communicates with outside entities and providers involving client assets and/or benefits to ensure assets/benefits are understood, applied appropriately, and billed accurately. Participates in multidisciplinary meetings to ensure client assets/benefits are monitored and maintained and all fiduciary requirements are met. Prepares reports and correspondence. Maintains records, reports, and files. Will be required to learn how to utilize various types of electronic and/or manual recording and information systems used by the agency, office, or related units.

License

Appointees will be required to possess a driver's license valid in New Jersey only if the operation of a vehicle, rather than employee mobility, is necessary to perform the essential duties of the position.

Knowledge, skills and abilities

Knowledge of the duties of a fiduciary relating to loyalty, care, good faith, fair dealing, and disclosure. Knowledge of the principles and methods used in accounting and auditing. Knowledge of the techniques used to conduct financial investigations. Knowledge of the methods used to collect and analyze data. Knowledge of the methods used to maintain accounts of financial transactions. Knowledge of rights issues particularly as they affect the developmentally and physically disabled or elderly individuals. Knowledge of budgeting and planning practices and procedures, fiscal analysis, and administrative practices. Knowledge of the laws, rules, and regulations governing the installation, operation, and maintenance of accounts of public or private agencies. Ability to identify and correct discrepancies in financial records. Ability to analyze accounting and auditing problems, organize work, and develop effective work methods. Ability to monitor and handle clients' assets. Ability to analyze and interpret laws and regulations regarding fiduciary asset management and the office, division, and/or department and apply them to specific cases. Ability to establish and maintain cooperative working relationships with coworkers and others involved in the work of the unit. Ability to maintain essential records and files. Ability to prepare correspondence and reports. Ability to learn how to utilize various types of electronic and/or manual recording and information systems used by the agency, office, or related units. Ability to read, write, speak, understand, and communicate in English sufficiently to perform the duties of this position. American Sign Language or Braille may also be considered as acceptable forms of communication. Persons with mental or physical disabilities are eligible if they can perform the essential functions of the job with or without reasonable accommodation. If the accommodation cannot be made because it would cause the employer undue hardship, such persons may not be eligible.

Note

The examples of work for this title are for illustrative purposes only. A particular position using this title may not perform all duties listed in this job specification. Conversely, all duties performed on the job may not be listed. Applicants must meet one of the following or a combination of both experience and education. Thirty (30) semester hour credits are equal to one (1) year of relevant experience. Five (5) years of professional experience working in the securing, monitoring, auditing, and/or managing of business or client income, assets, and/or benefits within a public or private organization. OR Possession of a bachelor's degree from an accredited college or university; and one (1) year of the above-mentioned professional experience. "Professional experience" refers to work that is analytical, evaluative, and interpretive; requires a range of basic knowledge of the profession's concepts and practices; and is performed with the authority to act and make accurate and informed decisions.