Conservator I

County of Monterey•Salinas, CA

5d•$6,255 - $8,544

About The Position

The Health Department, Public Administrator/Public Guardian/Conservator Division is seeking to fill one vacant Deputy Public Administrator/Guardian/Conservator I (Deputy PA/PG/PC I) position. The Deputy Public Administrator/Guardian/ Conservator I functions as public conservator, public guardian, public administrator, and representative payee for individuals meeting criteria and as appointed by the Court. The Deputy PA/PG/PC I will perform routine and basic case administration, estate management and administration services involving Lanterman-Petris-Short (L.P.S.) conservatorship, Probate conservatorships, and/or Decedent Estate Administration placed under the jurisdiction of the Public Guardian Division. Typical duties for this position include conducting periodic visits to evaluate and monitor the delivery and quality of care given; conducting investigations; preparing reports and analyses to determine the legality of and need for placing individuals into public conservatorship or public guardianship. Additional duties include planning, managing, and monitoring fiscal affairs and real property, living services, psychological and medical care, protection, court proceeding, and related matters for conservatees and their estates. The Eligible List established by this recruitment process will be used to fill current and future vacancies, both regular and temporary, as they arise. This classification is part of a flexible series. Incumbents appointed at the lower level of the career series may be promoted up to the higher level of the career series subject to their meeting the employment standards for the higher class and a recommendation for their promotion by the appointing authority in accordance with the Flexible Staffing Program and Guidelines.

Requirements

Techniques of interviewing individuals to obtain information and investigative data.
Principles, policies, and procedures used in conducting comprehensive assessments of mentally and functionally disabled persons, the elderly and their families.
Principles, policies, and procedures used in developing and maintaining care plans for mentally and functionally disabled persons and the elderly.
Cultural competence and humility; aspects of multicultural and ethnic diversity.
Basic principles and practices of customer services and public relations.
Fundamental recordkeeping, bookkeeping, basic math, English, and grammar.
Recognize the care of client/estate is a prime responsibility and always strive to provide quality services consistent with available resources and applicable laws.
Provide services with respect for the dignity and uniqueness of the client/estate unrestricted by considerations of social or economic status, race, age, sex, color, creed, national origin, religion, sexual identify or orientation, personal attributes, the nature of the mental or medical problems, or any other protected category.
Act as an advocate in safeguarding the client/estate’s rights.
Safeguard the client/estate’s right to privacy by judiciously protecting confidential information.
Gather, assemble, analyze and evaluate facts and evidence; draw logical conclusions and make sound recommendations.
Administer estates and safekeep assets and personal effects; uphold fiduciary responsibility.
Learn to interpret and apply complex laws, codes and other regulations and reference manuals such as they relate to Diagnostic and Statistical Manual of Mental Disorders.
Maintain an attitude of fairness, honesty, and impartiality in all professional activities and relationships.
Manifest personal integrity and assume responsibility and accountability for sound individual judgments and actions and eliminate any possibility of conflict of interest.
Communicate effectively, both orally and in writing, including preparation of clear, concise and comprehensive reports, documentation and other related information.
Prepare and maintain accurate records and files; organize and maintain accurate accounting, inventory, appraisal and other detailed business records.
Establish and maintain cooperative work relationships with those contacted in the course of work; deal courteously, tactfully, and effectively with the public, colleagues, clients, especially in situations where relations may be strained.
Accept supervision and adjust to immediate and significant changes in established procedures, laws and regulations as related to duties; and attend and perform duties on a regular, reliable and consistent basis.
Adhere to professional guidelines and support services to promote quality programs.
Possession of a bachelor’s degree in psychology, sociology, counseling, social work, health care, law, finance, public administration, or a closely related field; OR Two years paraprofessional experience in counseling, social work, social welfare, human services, public administration, business administration, law, or health care.
Successfully complete a background check to include fingerprinting.
Possess and maintain a valid California Class C driver’s license or the ability to provide suitable transportation that is approved by the appointing authority.
Be available to work a flexible schedule, including evenings, weekends, holidays, and during times of disaster and/or emergency.

Nice To Haves

Ability to speak, read, and write effectively in English and Spanish

Responsibilities

Makes periodic visits to evaluate and monitor the delivery and quality of care given by treatment providers to determine special needs and performs special personal services such as obtaining clothing or other personal items, as required.
Assists DPAGC II with scheduling, planning, preparing for, attending, and documenting visits and care conferences according to department standards; preparing material for and attending client discharge and admission planning meetings; coordinating and scheduling with parties such as County facilities, other Public Administrator/Guardian colleagues, and County Counsel, the transportation of clients to hospitals, court proceedings, and / or other facilities in a safe and efficient manner.
Conducts less complex investigation and analysis of medical, psychological, financial and social backgrounds of potential and/or existing conservatees to determine need for and/or continuation of conservatorships.
Creates and documents results within prescribed timelines.
Consults with DPAGC II and/or the unit manager as needed.
In consultation with DPAGC II and/or the unit manager, arranges for appropriate placement of wards and conservatees in the least restrictive and most appropriate type of residence or care facility; arranges for necessary medical and/or psychiatric treatment.
Delivers documents to the County’s Mental Health Unit, County Counsel and other entities as appropriate.
Assists in the development and monitoring of financial resources for treatment, care, and other expenses including arranging for purchase or disposal of personal and real property, and securing financial assistance, such as social security benefits, veteran’s benefits and public assistance.
Oversees client resources and approves timely purchases for personal needs as required.
Accurately and timely completes updates into electronic database systems.
Assists with collection and inventory of all client assets including cash, real and personal property.
Protects estates from exploitation or loss by performing record searches, locating and taking control of all assets, budgeting expenditures, managing or disposing of real property, and safeguarding or disposing of personal property.
Facilitates and coordinates with vendors for real property services such as lawn maintenance; plumbing; and other services as necessary for safeguarding, preserving and sustaining the client’s estate and real property, as required.
Ensure proper property storage in the Division’s property room and/or safe.
Reviews the validity of claims and other liabilities against the estate, authorizes timely expenditures and payment of claims and bills; manages Rep-Payee caseload with support from administrative / clerical staff, as required.
Establishes and maintains accurate financial and casework records and files for renewal cases, as well as for court approval of accounting as required by applicable laws.
Assists with making funeral arrangements and for disposal of assets of deceased clients as directed by Probate Code and according to department standards.
Assists with making funeral arrangements according to burial instructions, provisions of a will, or department or court policy; notifies relatives and other interested parties.
Interviews, advises, and confers, with heirs, relatives, attorneys, title companies, banks, appraisers, accountants, and other public agencies, County Counsel’s office, and others concerning the administration and probate of estates.
Provides additional services as changing laws may specify or require.