GUARDIANSHIP SERVICES SPECIALIST 3, FIDUCIARY
Fiduciary
Career Family: GUARDIANSHIP SERVICES SPECIALIST
Guardianship Services Specialist 3, Fiduciary sits in the competitive class of New Jersey's state civil service, so reaching it runs through testing and an eligible list instead of a straight hire.
It lists a bachelor's degree as the baseline, with an experience-based path open to those who do not hold the degree. Pay on the FY 2027 schedule runs $83,582 to $122,832.
How to apply
This title is filled by competitive examination.
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See where to apply for this title →Pay ladder: Guardianship Services Specialist series
- Guardianship Services Specialist 1 — $60,876 – $88,743
- Guardianship Services Specialist 2 — $69,668 – $101,951
- Guardianship Services Specialist 3 — $83,582 – $122,832
Its top salary lands around the 69th percentile of all NJ civil service titles that publish a range.
Rungs are ordered by FY 2027 pay. NJ level numbers are not always sequential, so ordering follows salary rather than the title number.
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 direction of the Public Guardian or other supervisory official in a state department, institution, or agency, coordinates and supervises professional and administrative staff engaged in securing, monitoring, auditing and/or managing court-appointed clients' personal income, assets and/or benefits; advises and assists on complex cases; supervises staff and work activities; prepares and signs official performance evaluations for subordinate staff; does other related duties as required.
Examples of work
Coordinates, assigns, and evaluates work performance for staff engaged in securing, monitoring, auditing, and/or managing a caseload of client income, assets, and/or benefits. Plans, organizes, and assigns, the work of an assigned team; supervises the work operations and/or functional programs and has responsibility for effectively recommending the hiring, firing, promoting, demoting, and/or disciplining of employees. Performs operational audits and work-flow analyses to improve the management of client assets and benefits. Evaluates methods for budgeting income and maintaining benefits to cover clients' expenditures and collect fiduciary fees and commissions. Makes recommendations to improve systematic work processes and internal controls in accordance with client court orders, fiduciary duties, and guardianship statutes. Interprets and provides advice regarding guidelines to assist in auditing special accounts for clients qualifying for federal financial mechanisms that protect assets, such as Qualified Income Trusts. Prepares complex correspondence related to fiduciary responsibility, client income and assets, and/or client entitlements and benefits, and supervises technical reports relating to complex client cases. Supervises the analysis of fiscal records in cases of suspected client exploitation; brings irregularities to the attention of legal staff for review and action. Coordinates and manages internal audits of special accounts and provides information for court-required reporting. Prepares and directs the preparation of clear, sound, accurate, and informative statistical and other reports containing findings, analysis, conclusions, and recommendations. Supervises the maintenance of 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 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 supervise staff and plan, organize, and implement projects within the unit. Ability to identify and correct discrepancies in financial records. Ability to oversee the organization of technical work, analysis of accounting problems, and development of effective work methods. Ability to monitor and handle clients' assets. Ability to carry out and analyze the results of financial investigations, surveys, studies, and research activities, and report thereon. 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 oversee the recording of funds and disbursements. Ability to prepare complex correspondence, reports, and studies. 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. Seven (7) 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 three (3) years of the above-mentioned professional experience. "Professional experience" refers to work that is creative, analytical, evaluative, and interpretive; requires a range and depth of specialized knowledge of the profession's principles, concepts, theories, and practices; and is performed with the authority to act according to one's own judgment and make accurate and informed decisions.