Guardianship Specialist
Posted: 06/11/2025
Description
At Opportunities, Inc., our Guardianship Specialists are dedicated advocates who ensure the well-being of individuals who may not have family members or other support systems to rely on. With a focus on compassion and professionalism, they provide essential guidance and oversight in crucial areas such as medical care, legal affairs, and personal finances. **THIS ROLE REQUIRES A BACHELORS DEGREE**
Our representatives act as trusted allies, making informed decisions that prioritize the best interests of those they serve, giving peace of mind to clients and their loved ones. This service ensures that every individual receives the care, respect, and attention they deserve, supporting their independence and dignity in every aspect of life.
Service Areas: Dane, Jefferson, Rock, Walworth, Dodge and Waukesha counties.
Guardian of Person
- Ensure personal needs are met with care and attention
- Advocate for essential services and resources
- Provide consent for medical treatments and procedures
- Support placement in the least restrictive, most appropriate settings
Guardian of Estate
- Ensure all financial obligations are fulfilled
- Safeguard the ward’s personal property
- Apply for local, state, and federal assistance programs, including Social Security, Medicare, and food assistance programs
- Appointed by the SSA to manage Social Security and SSI benefits for beneficiaries
- Appointed by the SSA to manage Social Security and SSI benefits for beneficiaries
- Utilize benefits to cover immediate and future needs of the individual
- Save any surplus benefits for future requirements
- File annual accounting reports with the Social Security Administration
- Maintain records of all payments received and their usage
- Prepare detailed reports on fund allocation and expenditures
This is a part-time position within a team of talented, caring and knowledgeable professionals. You will work between 20-25 hours weekly, covering the needs of our wards