State Bar of Arizona

Administration

• Administer all aspects of the Client Protection Fund claims process
• Review, research, investigate, and analyze claim applications for compliance with the Fund’s Declaration of Trust
• Prepare denial letters, correspondence, memoranda, charts, tables, reports, and comprehensive claim summaries
• Make recommendations to the Board of Trustees regarding claim adjudication
• Respond to claimant requests by phone, email, and correspondence
• Coordinate with Accounting and the Board of Trustees to facilitate approved claim payments
• Create and maintain dockets, department files, and confidential Fund records
• Prepare and distribute Board of Trustees meeting agendas and materials
• Coordinate and staff Board meetings, prepare agendas, and take minutes
• Prepare the Fund’s annual report with Accounting
• Report, summarize, and track information and statistical data for General Counsel, trustees, governors, and the Arizona Supreme Court
• Network with other Client Protection Fund Administrators to monitor trends and procedures
• Review Fund policies and procedures and recommend updates
• Attend conferences and prepare and present summary reports
• Prepare trustee reimbursement paperwork
• Provide backup support for Conservatorship and Fee Arbitration programs
• Perform other related duties as assigned