Associate Fiduciary

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). We serve a few dozen folks in town as their Attorney-in-Fact, Trustee, or Personal Representative. We are looking to hire an Associate Fiduciary who will achieve that 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 below.

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, experience with QuickBooks is a plus

· Tech-savvy, capable of learning our CRM (Client Record Management) tool

· Professional demeanor—whether in-person, on the phone, or in an email

· Positive and courteous, even on a difficult day or in a difficult discussion

· Very patient, even when it is their 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

· 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 consumer 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

· Legal Assistant or Paralegal

· Ombudsman or Public Service Worker

· Direct Support Professional or Caregiver (less relevant)

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: $27-30 per hour, medical insurance, 3% matched retirement plan, accruing 3 weeks/year of PTO (usable 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 9 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. 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 apply on really with your resume and include a brief personal statement describing who you are, what makes you tick, and why this job posting appeals to you. If really does not let you attach an additional statement, please email erin@sapphire-resc.com with the subject "really Applicant - Name" with the personal statement in the email body, resume attached.

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 - $30.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Application Question(s):

• Are you willing to pursue the certification offered by the Center for Guardianship Certification? You would not need to initiate this education/training until the 90-day mark of your employment, but as an Associate you would be expected to achieve this certification by the 9-month mark of your employment, and thereafter be listed as an Attorney-in-Fact, Trustee, Personal Representative, etc. in our client's legal documents. The right candidate will understand that this job is a commitment to the healthy future of Sapphire's clientele.

Education:

• High school or equivalent (Required)

Language:

• English (Required)

Ability to Commute:

• Eugene, OR 97401 (Required)

Ability to Relocate:

• Eugene, OR 97401: Relocate before starting work (Required)

Work Location: In person

Salary : $27 - $30