Salary : $81,003.52 – $98,040.80 Annually
Location : San Jose Metropolitan Area, CA
Job Type: Full-Time
Job Number: 23-V38-A
Department: Social Services Agency – DAAS
Opening Date: 05/23/2023
Closing Date: 6/21/2023 11:59 PM Pacific
Bargaining Unit: 01
Description
Under supervision, to assist the Estate Administrator in the technical work required to identify, secure, safeguard, inventory, transport, locate, and store personal property of decedent’s estates and conservatees property.
The list established will be used to fill any current and future vacant positions.
#INDSSA
Typical Tasks
- Assists with all investigations of premises and personal effects of deceased persons; conducts searches for wills, heirs and relatives of deceased persons, burial instructions, evidence of safe deposit boxes and other valuables and evidence of assets;
- Locates, inventories and preserves all real and personal property;
- Marshals (e.g. gathers, organizes, monitors and exerts authority) estate assets;
- Investigates claims, bills and other liabilities in conservatorship and decedent estates;
- Inputs and retrieves information from computerized database in connection with preparing reports and letters and updating case files;
- Searches for information contained in case files to verify assets and property owned by conservatees/decedents;
- Prepares detailed and itemized reports on activities;
- Disposes of claims against estates;
- May be assigned as a Disaster Service Worker, as required;
- Performs other related duties as assigned.
Employment Standards
Sufficient education, training and work experience to demonstrate the ability to perform the above tasks, and the attainment of the following knowledge and abilities.
Training and Experience Note: The knowledge, skills and abilities required to perform this function are acquired through completion of sixty (60) semester units of college.
AND
One (1) year of experience investigating and/or analyzing real and personal property and other financial resources for a public agency, a financial institution, law office and/or other related business or government agency as it relates to estate management, conservatorship and/or decedent estates.
Special Requirements:
- Possession of a valid California Driver’s License upon appointment and the ability to qualify for and maintain a County Driver’s Permit.
- Some positions may require Live Scan screening as part of the background check process.
Knowledge of:
- Basic principles, practices and methods used in estate and financial investigations;
- Credit collection and investigative principles and practices;
- Management and collection of estate assets;
- Basic techniques and methods used in preparing accountings;
- Basic method of conducting a title search;
- Modern bookkeeping methods and office practices.
Ability to:
- Evaluate and interpret laws and regulations, legal documents such as liens, documents of ownership and encumbrances and financial statements;
- Investigate, research and evaluate assets in conservatorship and decedent estates;
- Maintain records and prepare reports and correspondence;
- Communicate clearly and effectively both orally and in writing;
- Effectively adapt to changing policies and procedures;
- Establish and maintain effective working relationships with staff, County personnel, the public, contractors, and other agencies;
- Deal effectively with individuals in emotional or stressful situations;
- Take responsibility for managing assigned tasks to meet challenging deadlines;
- Effectively manage complex, sensitive and confidential material.
Benefit and Retirement information may vary from bargaining unit to bargaining unit. Due to changes in State Law, current pension provisions described in the union contracts are not automatically applied. Specific pension benefits for new hires who start on or after January 1, 2013 may be different than indicated in the union contracts.
Click here to access all Memoranda of Understanding and most recent Summary of Changes.
01
Please answer the following questions. Completion of the following supplemental questions is REQUIRED for your application and is an integral part of the evaluation process. Initially, it will be used to evaluate against the employment standards. For those applicants meeting the employment standards, this information will be critical in the subsequent competitive assessment to identify those candidates to be invited to continue in the examination process. Your responses to the questions may also be reviewed and scored in a Competitive Rating evaluation process based on pre-determined rating criteria. Your answers should be as complete as possible, as no additional information will be accepted from applicants once the Competitive Rating evaluation has begun. Please include the name of employer, job title, dates of employment and number of hours worked per week for questions asking about your experience. A response of “see resume” or “see application” will deem your application incomplete. Vague, incomplete or non-responsive answers could result in no or low scores in a competitive rating process. Do you understand this requirement?
- Yes
- No
02
What is the highest level of education you have completed? (education by units)
- High School or GED equivalent
- College (1 to 29 semester units / 1 to 44 quarter units)
- College (30 to 59 semester units / 45 to 89 quarter units)
- College (60 to 89 semester units / 90 to 134 quarter units)
- College (90 to 119 semester units / 135 to 179 quarter units)
- College (120 or more semester units / 180 or more quarter units)
- Associate’s Degree
- Bachelor’s Degree
- Master’s Degree
- Doctoral Degree
03
How many years of experience do you possess investigating and/or analyzing real and personal property and other financial resources for a public agency, a financial institution, law office and/or other related business or government agency as it relates to estate management, conservatorship and/or decedent estates?
- Less Than 1 Year
- Between 1 -2 Years
- Between 2 – 3 Years
- 4 or more Years
04
Describe your experience investigating and/or analyzing real and personal property and other financial resources for a public agency, a financial institution, law office and/or other related business or government agency as it relates to estate management, conservatorship and/or decedent estates. Indicate your job title; dates of employment; hours worked per week and your job duties. If no experience, indicate “None.”
05
Describe your experience analyzing and interpreting laws and regulations, legal documents, and financial statements. Indicate your job title; dates of employment; hours worked per week and your job duties. If no experience, indicate “None.”
06
Describe your experience preparing detailed and itemized reports (progress and activities, accounting, inventorying property, etc.). Indicate your job title; dates of employment; hours worked per week and your job duties. If no experience, indicate “None.”
07
Which programs are you proficient in with Microsoft (MS) Suite? Select all that apply.
- MS Word
- MS Excel
- MS Outlook
08
Describe your experience with the applications from the previous question. Include the name of the application, name of employer, dates of employment, and how you used the application. If no experience, type n/a.
Required Question