We are looking for a File Clerk to keep our physical and electronic records organized and up to date. You will scan, file, retrieve, and securely maintain documents for Sterling Case Management & Fiduciaries of Arizona and Esteemed Life Solutions. This position works with team members across the organization and is a good fit for someone who takes pride in accuracy, confidentiality, and completing work on time.

What You Will Do

• Organize and maintain physical and electronic client, matter, and company files.

• Scan, upload, name, and save documents in the correct electronic location.

• Check scanned documents to make sure they are complete, legible, and properly oriented.

• File incoming documents promptly and retrieve records when requested by staff.

• Review files for missing, duplicate, misplaced, or incorrectly filed documents and correct routine issues.

• Copy, print, assemble, sort, and prepare documents for staff review.

• Maintain accurate records in Clio, SharePoint, Microsoft 365, and other company systems.

• Protect confidential client, employee, legal, medical, financial, and company information.

• Follow company procedures for document access, storage, retention, and destruction.

• Report missing records or significant filing concerns to the appropriate supervisor.

What We Are Looking For:

• High school diploma or GED.

• Strong attention to detail and commitment to accuracy.

• Good organization, time-management, and follow-through skills.

• Ability to manage routine assignments and changing priorities with limited supervision.

• Ability to handle confidential information with discretion and care.

• Basic computer skills and comfort learning document-management systems.

• Ability to work cooperatively with team members across departments.

Preferred, but Not Required

• Previous filing, clerical, records-management, or administrative experience.

• Experience in a legal, fiduciary, healthcare, financial, or professional office.

• Experience using Microsoft 365, Clio, SharePoint, scanners, or similar systems.

About the Role

We are seeking an organized, dependable, and resourceful Client Property Case Manager to help manage and protect clients’ real and personal property throughout fiduciary matters.

In this role, you will coordinate property inventories, utilities, maintenance, inspections, vendors, and the sale or transfer of client assets. You will work closely with fiduciaries, case managers, finance staff, attorneys, real estate professionals, contractors, and community partners.

This is an excellent opportunity for someone with experience in property management, estate administration, fiduciary services, real estate coordination, or asset management who enjoys managing multiple projects and seeing them through to completion.

What You’ll Do

• Manage and document clients’ real and personal property.
• Coordinate detailed property and asset inventories, including photographs and supporting records.
• Establish, transfer, monitor, and close utility and property-related accounts.
• Arrange inspections, maintenance, landscaping, cleaning, security services, and emergency repairs.
• Monitor vacant properties and coordinate services needed to protect their condition and value.
• Obtain estimates, schedule vendors, and monitor the quality and timeliness of completed work.
• Coordinate appraisals, estate sales, donations, transfers, vehicle sales, and other asset dispositions.
• Collaborate with licensed real estate professionals regarding property listings and sales.
• Maintain accurate, organized, and audit-ready records in Clio, SharePoint, and other systems.
• Provide timely updates to fiduciaries, attorneys, case managers, finance staff, and leadership.
• Protect confidential client, financial, legal, and property information.

What We’re Looking For

• Experience in property management, estate administration, fiduciary services, real estate coordination, asset management, or a related field.
• Strong organizational, project management, and problem-solving skills.
• Excellent attention to detail, accountability, and follow-through.
• Ability to manage multiple properties, cases, vendors, and deadlines at the same time.
• Professional written and verbal communication skills.
• Sound judgment when handling sensitive or time-sensitive matters.
• Proficiency with Microsoft 365 and electronic document management systems.
• Experience with Excel, Clio, SharePoint, or Adobe Acrobat is preferred.
• Associate or bachelor’s degree preferred; equivalent relevant experience will be considered.
• Valid driver’s license and ability to travel throughout Arizona as needed.

Success in This Role

The right candidate will be proactive, accountable, and comfortable working independently while collaborating with a multidisciplinary team. Success means keeping client property secure, maintaining complete documentation, coordinating vendors effectively, and ensuring every assigned matter receives consistent follow-through.

Sterling Case Management & Fiduciaries of Arizona is seeking an experienced, compassionate, and highly organized Senior Case Manager to join our Tucson team.

This position is responsible for managing complex fiduciary cases involving individuals with significant medical, behavioral, personal care, and social service needs. The Senior Case Manager works closely with fiduciaries, healthcare providers, families, attorneys, and community resources to coordinate services, advocate for clients, and ensure their safety, dignity, and quality of life.

In addition to managing an assigned caseload, this position provides leadership, mentorship, and guidance to other Case Managers while supporting consistent, ethical, and client-centered practices.

Key Responsibilities

• Manage complex and high-acuity client cases, including guardianships, conservatorships, and other fiduciary matters.
• Develop, implement, and monitor individualized care plans.
• Coordinate medical care, appointments, residential placements, and community services.
• Conduct client visits, assess care needs, and respond to changes in client circumstances.
• Collaborate with healthcare professionals, attorneys, families, and internal departments.
• Provide guidance, training, and mentorship to Case Management staff.
• Assist with resolving challenging client situations and coordinating appropriate interventions.
• Maintain accurate case documentation and ensure compliance with fiduciary standards, court requirements, and company policies.
• Participate in case management meetings, client care planning, and the assigned on-call rotation.

Qualifications

• Significant experience in case management, social services, healthcare, behavioral health, guardianship, fiduciary services, or a related field.
• Experience managing complex client situations and coordinating care for vulnerable adults.
• Strong leadership, communication, organizational, and problem-solving skills.
• Ability to work independently, manage competing priorities, and exercise sound professional judgment.
• Bachelor's degree in social work, psychology, human services, healthcare administration, or a related field preferred. Equivalent education and relevant professional experience will be considered.
• Proficiency with Microsoft Office and electronic case management systems preferred.
• Valid driver's license and reliable transportation required.

Schedule

Full-time, Monday through Friday. Participation in an assigned on-call rotation may be required.

About the Position

We are seeking a dedicated professional who is passionate about advocating for vulnerable individuals, providing exceptional client care, and supporting a collaborative team environment. The ideal candidate will bring experience, compassion, professionalism, and strong leadership skills to this important role.