Career Opportunities

 
Class Code:007413
Grade:22 (Exempt)
Salary Range: $49,253.00-$81,513.00
Closing Date:Until Filled

CIRCUIT COURT FOR MONTGOMERY COUNTY, MARYLAND

 Personnel Class Specification

TRUST OFFICER

DEFINITION OF CLASS

The Trust Officer's responsibilities include supervisory, analytical and administrative work in providing management, coordination, planning and organization of the Trust Office. The Trust Officer reports directly to the Court Administrator and is ultimately responsible to the Administrative Judge.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Directly supervise employees of the Trust Office and carry out supervisory responsibilities in accordance with the Court's business practices and policies including, but not limited to, interviewing, hiring, and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
• Manage the day-to-day operation of the Trust Office.
• Administer the reporting requirements pursuant to the Maryland Rules and maintenance of the case files for Guardianships of disabled persons (property, person) and minors (property) and other fiduciaries under the jurisdiction of Montgomery County Circuit Court.
• Review new Guardianships and send out necessary letters and instructions pertaining to the duties of a Guardian of Property and/or Person.
• Court appearances at all Trust Clerk Show Cause and other hearings.
• Examine all Annual Fiduciary Reports submitted by Guardians of the Property for authenticity of funds received and expenditures made and other financial transactions reported pertaining to the assets belonging to the Ward.
• Review the Annual Reports submitted by Guardians of the Person for Disabled Persons for items requiring further follow-up.
• Examine for accuracy the Guardian of the Property's computation for the Income and Corpus Commissions allowable under the Estates and Trusts Article, Section 14-103.
• Preparation of Report of Trust Clerk covering the examination of the Guardian of the Property's Annual Fiduciary Report in accordance with the Maryland Rules, and reporting exceptions or other matters to be called to the attention of the Court, with a recommendation that the Report be accepted or that a court hearing be held.
• Review printout of the "Daily Trust Clerk Civil Hearings" to ascertain if the new Guardianships and/or Trusts have been referred to the Trust Clerk.
• Attend and participate in meetings to discuss various court-related issues including, but not limited to, procedural changes and employee issues.
• Ensure that the report forms are in compliance with the Maryland Rules.
• Mail correspondence requesting the delinquent Inventory and Information Report, Annual Fiduciary Report and/or Annual Report to Guardians and prepare proposed Show Cause Orders.
• Send termination letter and sample guideline of Petition to Terminate Guardianship and proposed Order to Guardian when notified that Ward has died.
• Respond to all correspondence directed to the Trust Clerk.
• Assist the judges and public with questions and general information including office appointments with Guardians and attorneys.
• Participate and cooperate with other offices in accomplishing the performance of work.

This job description reflects management's assignment of essential functions. It does not prescribe or restrict additional various diversified tasks and assignments that may be required by the Judicial Officers and/or Court Administrator.

KNOWLEDGE, SKILLS AND ABILITIES

• Ability to work the full-time standard Court work schedule of 8:00 a.m. to 5:00 p.m. (Monday through Friday) with flexibility to accommodate any necessary overtime (compensatory days).
• Legal background and thorough knowledge of Court organization and procedures a plus.
• General accounting/bookkeeping principles.
• Maintain a regular, punctual and reliable level of attendance.
• Ability to work independently.
• Ability to maintain a professional demeanor when dealing with court personnel and the public at all times.
• Ability to communicate effectively, orally and written, and exercise a high degree of judgment, tact, diplomacy and competence in dealing with judges, attorneys, court personnel and the public.

• Bachelor's Degree in Finance, Accounting or related field from an accredited college or university and four (4) years of experience in bookkeeping/accounting principles.
• General knowledge of account auditing principles, while applying applicable regulations and laws.
• Proficient in Microsoft Office Suites, specifically Excel and Word.
• An equivalent combination of education and experience may be substituted.

The above statements are intended to describe the general nature and level of work being performed by a person in this position. They are not to be construed as an exhaustive list of all duties that may be performed by such a person.

Administration
Circuit Court for Montgomery County
50 Maryland Avenue, Room 301
Rockville, Maryland 20850
Phone: (240)777-9100
FAX: (240)777-9104

Employment Application Form

If You Do Not Have Or Are Unsure That Adobe Acrobat Reader Is Installed On Your Computer, Click Here To Download Adobe's Free Acrobat Reader.