Examples of Duties Duties may include, but are not limited to the following:
- Carries a caseload of Probate and LPS Conservatees, and Subpayee cases.
- Interviews relatives, friends, treatment providers, and those having business dealings with conservatees
- Arranges for appropriate placement of Conservatees in appropriate care facilities
- Arranges for necessary medical and/or psychiatric treatment
- Develops case plans and monitors their implementation
- Makes periodic visits to evaluate and monitor the delivery and quality of care given by treatment providers to determine special needs
- Performs personal services such as obtaining clothing or other personal items
- Develops and monitors financial resources for treatment, care, and other expenses of Conservatees, including arranging for purchase or disposal of personal and real property
- Secures financial assistance such as Social Security benefits, Veterans' benefits and public assistance
- Arranges for sale or purchase of personal and real property for Conservatees
- Locates and interviews relatives and associates of decedents regarding estate assets and potential executors or administrators; determines, collects, and secures sources of estate assets such as bank accounts, safe deposit boxes, insurance and real property
- Determines decedent debts and obligations by contacting creditors, banks, mortgage companies, and public tax authorities
- Protects the estates of decedents or conservatees from exploitation, waste, or loss by searching for, locating and taking control of all assets, budgeting expenditures, managing or disposing of real property, and safeguarding or disposing of personal property.
- Establishes and maintains accurate case files and notes documenting activities performed on behalf of the decedent estate or conservatee and/or the conservatee's estate.
- Attends Court hearings, including Court and Jury trials
- Testifies at hearing regarding recommendations on conservatorships and estates
- Assists County Counsel in pretrial preparation
- Assists Counsel of Record on behalf of Conservatees in all criminal and civil hearings other than conservatorship hearings
- Assist with final arrangements for decedents
Minimum Qualifications Experience :
Two (2) years of paid experience with a public or private agency providing caseworker services to dependent, disabled or indigent persons which involved management of client personal or financial affairs. Education
Graduation from an accredited college with an Associate's degree that is acceptable within the United States accredited college or university system.
Additional full-time, paid qualifying experience may be substituted on a year-for-year basis for the required education. License:
Possess a valid California driver's license at time of appointment and maintain.
Certification by the California State Association of Public Administrators, Public Guardians and Public Conservators within two (2) years of date of appointment.SOME POSITIONS IN THIS CLASSIFICATION WILL BE SUBJECT TO CRIMINAL HISTORY BACKGROUND CHECKS PURSUANT TO THE HUMAN RESOURCES RULES AND REGULATIONS, SECTION 2, B.
Essential Functions Skills and Abilities:
- Learn and understand laws, rules and regulations governing the Public Administrator/Guardian functions
- Obtain facts and recognize their relevance and significance
- Organize and maintain work detail
- Establish and maintain effective interpersonal relationships at all organizational levels and with the public during sensitive situations
- Establish and maintain client rapport on an individual basis
- Communicate effectively, both orally and in writing
- Analyze situations and adopt effective courses of action
- Operate a personal computer and other modern office equipment, including repetitive hand and arm motion
- Frequently sit for extended periods
- Frequently operate a motor vehicle
- May occasionally lift and carry up to 20 pounds
- Communicate effectively with others in person and over the telephone
- Analyze data, interpret directions, procedures and regulations, and develop appropriate responses
- Perform job duties in uncertain and unpleasant settings under stressful conditions
- Respond appropriately to situations
- Maintain confidential information in accordance with legal standards and/or County regulations
- Regular attendance is an essential function.
HOLIDAYS & LEAVES
- Probate and Welfare and Investigative Codes as they apply to Conservatorships and decedent estates
- Basic principles, techniques and methodology of interviewing and investigating
- Basic principles of individual and group behavior
- Principles of personal finance
- Community resources available to individuals
10 days the first 5 years of continuous employment (limited to a maximum of 160 hours), 15 days in the second 5 years of continuous employment (limited to a maximum of 240 hours), and 20 days after 10 years of continuous employment (limited to a maximum of 320 hours).
.0462 hours sick leave for each paid regularly scheduled work hour. 12 days (96 hours per year) with unlimited accumulation. Optional annual buy back of a portion of accumulated sick leave hours upon meeting certain criteria.
Twelve paid holidays annually plus one optional holiday.
Three (3) regularly scheduled work days or five (5) days if distance traveled over 500 miles one-way.
County paid health plan with maximum contributions; 100% for employee up to maximum of $420, 50% of dependent up to maximum of $100 for child/$220 for spouse biweekly. There are multiple health plans to choose from. County paid dental and vision plans, 100% for employee, with 50% of dependent premiums paid by the County.
County sponsored employee health clinic available for zero or reduced co-pay depending on selected health plan.
State Disability Insurance - Benefit based on highest quarter during previous calendar year. Employee pays premium.
$10,000 County-paid coverage (Accidental Death and Dismemberment included). Voluntary Term Life and Universal Life Insurance available - premium paid by employee.
The County offers a 457 Deferred Compensation Plan. Employees choose their investment funds and can make pretax contributions to the plan up to the maximum allowable.
MERCED COUNTY EMPLOYEE RETIREMENT ASSOCIATION The retirement plan is a defined benefit plan administered pursuant to the County Employees Retirement Law of 1937 and other provisions of the California Government Code. MCERA members also pay into Social Security.The applicable benefit formula is dependent upon your hire date with an MCERA employer; yourpension amount will be determined by your age, years of service and final compensation amount.EXTRA HELP EMPLOYEES DO NOT QUALIFY FOR COUNTY BENEFITS.
EMPLOYEE ASSISTANCE PROGRAM (EAP)
MHN EAP services provides up to five face-to-face counseling sessions per incident and provides a toll-free "800" hotline available 24/7 for emergencies and crisis intervention. EAP services include counseling services, legal services, financial services and Work-life Resource services.
For more information log on to members.mhn.com.
EMPLOYEE TICKETS, COUPONS, and DISCOUNTS
The County of Merced has partnered with Employee Savings Tickets to provide discounted coupons and tickets for all county employees to attractions throughout the state and out-of-state. The discounts and coupons are available for shopping, movies, sporting events, theme parks, zoos and aquariums and much more.
THIS BULLETIN IS NOT A CONTRACT AND DOES NOT CREATE CONTRACTUAL OR LEGAL RIGHTS ON BEHALF OF ANY EMPLOYEE. THIS BULLETIN IS SUBJECT OF BEING SUPPLEMENTED, MODIFIED, WITHDRAWN OR OTHERWISE CHANGED PENDING LABOR AGREEMENTS AND/OR AT THE DISCRETION OF THE COUNTY EXECUTIVE OFFICER OR AS THE BOARD OF SUPERVISORS DEEM NECESSARY.
For answers to specific questions regarding employee benefits, please call Human Resources at 209.385.7682 or go to Merced County Benefits Summary
Please describe your experience interpreting and applying laws and regulations as they relate to the administration of estates. In your response, be sure to include any experience you may have interpreting and applying California Probate Code.
Please describe your experience conducting interviews and/or investigations, specifically as it relates to the following areas of expertise: • Collecting and analyzing data • Formulating questions relevant for clarification • Listening and responding with objectivity • Communicating effectively with the ability to adjust your style to reach various audiences
What are the top three issues that may arise while working with people on conservatorship, and how would you manage them?