City of Portland, Oregon
Portland, Oregon, United States
The Position The Office of Management & Finance is hiring for two (2) 311 Customer Service Representative I positions. J ob Appointment: Regular, Full time. Work Schedule: Weekly schedule depends on operational needs. Evenings and/or weekends will be required. Work Location: Hybrid - Remote work is possible depending on schedule and operational needs. In-person work to be conducted at The Portland Building, 1120 SW 5th Avenue Portland OR 97204. Remote work must be performed within Oregon or Washington. For more information, click here . Benefits: Please check our benefit tab for an overview of benefit for this position Language Pay Premium Eligible: This position is or may be eligible for Language Pay Differential for qualifying employees. Union Representation: This classification is represented by District Council of Trade Unions (DCTU). To view this labor agreement, please click here . External applicants start at the entry salary rate. If you are a current DCTU represented employee, see labor agreement for additional information or talk to your union representative. Application Material: Please click APPLY to submit your application via the City of Portland’s online portal. You will need to attach a cover letter and resume. Position Summary Would you like to help local community members access City of Portland and Multnomah County information, services, and programs? The Office of Management & Finance seeks multiple 311 Customer Service Representative I's to join the 311 Program team. This position provides high-quality local government customer service to community members, businesses, and visitors as a member of the 311 Program’s Customer Service Team. These positions report to the 311 Customer Service Supervisor and works as part of a team alongside other customer service staff. The 311 Program currently operates seven days a week, from 7 a.m. to 8 p.m. Applicants should expect to work evening and/or weekend hours upon hire. The 311 Program is a recently established and rapidly evolving program with service offerings expanding to meet the needs of our community. 311 Customer Service Representatives respond to a wide variety of community inquiries about City of Portland and Multnomah County programs and services over the phone, online, via email, and in-person at City buildings. When contacted by a community member or visitor, they assess the customer’s needs and may provide information, intake a request or report, or refer the customer to appropriate government or community resources. To support this work, they also maintain and update an extensive database of service information, local government programs and social service resources. The work of this position requires substantial multi-tasking, problem solving, and the ability to adjust to rapidly changing information. This position is expected to perform the full range of assignments independently within established parameters, requiring application of established rules, regulations, policies, and procedures. Successful candidates should enjoy learning about new topics and feel comfortable applying new skills on the job. They must also be able to work in an environment where community members might be upset about a broader City or County policy, meaning we cannot provide an immediate resolution to their concern. 311 Customer Service Representatives are expected to support community members who are multi-lingual and multi-cultural. Although not required, the City of Portland encourages candidates that can speak more than one language to include that information in their resume. Bilingual candidates are particularly encouraged to apply and may be eligible for a language pay differential. Virtual Zoom Meet & Greet Opportunity Come meet the hiring manager and the senior recruiter! We'll be talking about the position duties and responsibilities, day to day life in the role, review the announcement, discuss how to apply, and answer questions you may have about the position. View Recording: https://us06web.zoom.us/rec/share/enr59ZNc4YcmkW7RT7l3ZxYDomaAcyV1GRBFQ6pu9ED0W543CTUau0Lz79YV8PZl.tB-h3KyqRtg-D8oY Passcode: DH29C!bR Questions? Jaclyn Snyder, Senior Recruiter Bureau of Human Resources Jaclyn.Snyder@portlandoregon.gov To Qualify The following minimum qualifications are required for this position: Experience providing effective and efficient customer service. Experience using tact and diplomacy while handling sensitive situations and individuals who may be upset. Ability to effectively research customer inquiries, using resources like databases and the internet, and then effectively communicate appropriate responses. Ability to multi-task in a fast-paced team environment. Applicants must also be able to: Provide periodic evening and weekend support at City facilities and in the community, as needed. The Recruitment Process STEP 1: Apply online between April 29 , 2024 - May 13, 2024 Required Application Materials: Resume Cover Letter Answer to three (3) Supplemental Questions (click on the Questions tab to preview the questions) Optional Application Materials: Veteran documents to request for Veteran Preference (ex, DD214-Member 4, VA Benefit Letter, etc.) Application Tips: Your cover letter should include details describing your education, training and/or experience, and where obtained, which clearly reflects your qualifications for each of the numbered items in the "To Qualify" section of this announcement. Your resume should support the details described in your cover letter. Do not attach materials not requested. All completed applications for this position must be submitted no later than on the closing date and time of this recruitment. All applications must be submitted via the City's online application process. E-mailed and/or faxed applications will not be accepted. Step 2: Minimum Qualification Evaluation: Week of May 13, 2024 An evaluation of each applicant's training and paid and unpaid experience, as demonstrated in their resume and cover letter, weighted 100%. Your resume and cover letter will be the basis for our evaluation of your qualifications for this position. Incomplete or inappropriate information may result in disqualification. You have 14 days from the notice of the minimum qualification evaluation results to let us know if you like to review and discuss your evaluation result. Please read the City of Portland Administrative Rule 3.01 for complete information. Additional evaluation may be required prior to establishment of the eligible list and/or final selection. Step 3: Establishment of Eligible List: Week of May 20, 2024 Candidates who meet the minimum qualifications will be placed on the equally ranked eligible list. Step 4: Selection (Interview): June Hiring bureau will review and select candidates to interview. Please note, the selection process may take up to 90 days from the notification of being placed on the eligible list. Step 5: Offer of Employment: July Step 6: Start Date: August A start date will be determined after all conditions of employment have been met. *Timeline is approximate and subject to change* Additional Information Click here for additional information regarding the following: Veteran Preference ADA, Pregnancy, and Religious Accommodations Work Status Equal Employment Opportunity A Career with the City of Portland offers many Employee Benefits We offer a comprehensive benefits package, including but not limited to Health Care (Medical, Vision and Dental) Carrot Fertility Wellness Benefits Life Insurance Short- and Long-term disability coverage to eligible employees and their families. Employee Assistance Plan Flexible Spending Accounts Retirement Oregon Public Employees Retirement System (PERS), including contributions to the PERS IAP plan paid by employer Family Medical Leave City Paid Parental Leave AND SO MANY MORE! Benefits may vary depending on bargaining unit and employment status. Click here to review the many different benefits the City of Portland offers . Closing Date/Time: 5/13/2024 11:59 PM Pacific
The Position The Office of Management & Finance is hiring for two (2) 311 Customer Service Representative I positions. J ob Appointment: Regular, Full time. Work Schedule: Weekly schedule depends on operational needs. Evenings and/or weekends will be required. Work Location: Hybrid - Remote work is possible depending on schedule and operational needs. In-person work to be conducted at The Portland Building, 1120 SW 5th Avenue Portland OR 97204. Remote work must be performed within Oregon or Washington. For more information, click here . Benefits: Please check our benefit tab for an overview of benefit for this position Language Pay Premium Eligible: This position is or may be eligible for Language Pay Differential for qualifying employees. Union Representation: This classification is represented by District Council of Trade Unions (DCTU). To view this labor agreement, please click here . External applicants start at the entry salary rate. If you are a current DCTU represented employee, see labor agreement for additional information or talk to your union representative. Application Material: Please click APPLY to submit your application via the City of Portland’s online portal. You will need to attach a cover letter and resume. Position Summary Would you like to help local community members access City of Portland and Multnomah County information, services, and programs? The Office of Management & Finance seeks multiple 311 Customer Service Representative I's to join the 311 Program team. This position provides high-quality local government customer service to community members, businesses, and visitors as a member of the 311 Program’s Customer Service Team. These positions report to the 311 Customer Service Supervisor and works as part of a team alongside other customer service staff. The 311 Program currently operates seven days a week, from 7 a.m. to 8 p.m. Applicants should expect to work evening and/or weekend hours upon hire. The 311 Program is a recently established and rapidly evolving program with service offerings expanding to meet the needs of our community. 311 Customer Service Representatives respond to a wide variety of community inquiries about City of Portland and Multnomah County programs and services over the phone, online, via email, and in-person at City buildings. When contacted by a community member or visitor, they assess the customer’s needs and may provide information, intake a request or report, or refer the customer to appropriate government or community resources. To support this work, they also maintain and update an extensive database of service information, local government programs and social service resources. The work of this position requires substantial multi-tasking, problem solving, and the ability to adjust to rapidly changing information. This position is expected to perform the full range of assignments independently within established parameters, requiring application of established rules, regulations, policies, and procedures. Successful candidates should enjoy learning about new topics and feel comfortable applying new skills on the job. They must also be able to work in an environment where community members might be upset about a broader City or County policy, meaning we cannot provide an immediate resolution to their concern. 311 Customer Service Representatives are expected to support community members who are multi-lingual and multi-cultural. Although not required, the City of Portland encourages candidates that can speak more than one language to include that information in their resume. Bilingual candidates are particularly encouraged to apply and may be eligible for a language pay differential. Virtual Zoom Meet & Greet Opportunity Come meet the hiring manager and the senior recruiter! We'll be talking about the position duties and responsibilities, day to day life in the role, review the announcement, discuss how to apply, and answer questions you may have about the position. View Recording: https://us06web.zoom.us/rec/share/enr59ZNc4YcmkW7RT7l3ZxYDomaAcyV1GRBFQ6pu9ED0W543CTUau0Lz79YV8PZl.tB-h3KyqRtg-D8oY Passcode: DH29C!bR Questions? Jaclyn Snyder, Senior Recruiter Bureau of Human Resources Jaclyn.Snyder@portlandoregon.gov To Qualify The following minimum qualifications are required for this position: Experience providing effective and efficient customer service. Experience using tact and diplomacy while handling sensitive situations and individuals who may be upset. Ability to effectively research customer inquiries, using resources like databases and the internet, and then effectively communicate appropriate responses. Ability to multi-task in a fast-paced team environment. Applicants must also be able to: Provide periodic evening and weekend support at City facilities and in the community, as needed. The Recruitment Process STEP 1: Apply online between April 29 , 2024 - May 13, 2024 Required Application Materials: Resume Cover Letter Answer to three (3) Supplemental Questions (click on the Questions tab to preview the questions) Optional Application Materials: Veteran documents to request for Veteran Preference (ex, DD214-Member 4, VA Benefit Letter, etc.) Application Tips: Your cover letter should include details describing your education, training and/or experience, and where obtained, which clearly reflects your qualifications for each of the numbered items in the "To Qualify" section of this announcement. Your resume should support the details described in your cover letter. Do not attach materials not requested. All completed applications for this position must be submitted no later than on the closing date and time of this recruitment. All applications must be submitted via the City's online application process. E-mailed and/or faxed applications will not be accepted. Step 2: Minimum Qualification Evaluation: Week of May 13, 2024 An evaluation of each applicant's training and paid and unpaid experience, as demonstrated in their resume and cover letter, weighted 100%. Your resume and cover letter will be the basis for our evaluation of your qualifications for this position. Incomplete or inappropriate information may result in disqualification. You have 14 days from the notice of the minimum qualification evaluation results to let us know if you like to review and discuss your evaluation result. Please read the City of Portland Administrative Rule 3.01 for complete information. Additional evaluation may be required prior to establishment of the eligible list and/or final selection. Step 3: Establishment of Eligible List: Week of May 20, 2024 Candidates who meet the minimum qualifications will be placed on the equally ranked eligible list. Step 4: Selection (Interview): June Hiring bureau will review and select candidates to interview. Please note, the selection process may take up to 90 days from the notification of being placed on the eligible list. Step 5: Offer of Employment: July Step 6: Start Date: August A start date will be determined after all conditions of employment have been met. *Timeline is approximate and subject to change* Additional Information Click here for additional information regarding the following: Veteran Preference ADA, Pregnancy, and Religious Accommodations Work Status Equal Employment Opportunity A Career with the City of Portland offers many Employee Benefits We offer a comprehensive benefits package, including but not limited to Health Care (Medical, Vision and Dental) Carrot Fertility Wellness Benefits Life Insurance Short- and Long-term disability coverage to eligible employees and their families. Employee Assistance Plan Flexible Spending Accounts Retirement Oregon Public Employees Retirement System (PERS), including contributions to the PERS IAP plan paid by employer Family Medical Leave City Paid Parental Leave AND SO MANY MORE! Benefits may vary depending on bargaining unit and employment status. Click here to review the many different benefits the City of Portland offers . Closing Date/Time: 5/13/2024 11:59 PM Pacific
Monterey County Human Resources
Salinas, California, United States
Position Description DEPUTY PUBLIC ADMINISTRATOR/GUARDIAN/CONSERVATOR II $5,323 - $7,266 per Month Final Filing Date: Sunday, May 19, 2024 Exam # 24/34H34/04CY SUMMARY OF POSITION The County of Monterey Health Department’s Public Administrator/Public Guardian/Conservator Division is seeking to fill two vacant Deputy Public Administrator/Guardian/Conservator II (Deputy PA/PG/PC II) positions. The Deputy Public Administrator/Guardian/ Conservator II 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 II will perform complex case administration, full 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. Examples of Duties 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; Schedules, plans, prepares for, attends, and documents visits and care conferences according to department standards; prepares material for and attending client discharge and admission planning meetings; coordinates and schedules 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 the most complicated and 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; create and document results within prescribed timelines. Develops case plans and monitors implementation of such. 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. Develops and monitors 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. Collects and inventories 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. 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. Completes thorough searches and complicated research on next-of-kin; compiles, creates, and maintains complex data on family tree; creates correspondence; conduct interviews and estate investigations to locate and identify relatives and beneficiaries, wills, pre-need funeral arrangements, and all estate assets including real and personal property. Marshals estate assets, including the collection of bank accounts and contents of safe deposit boxes, securing personal property and transferring stocks and bonds to the estate. Manages real property including insurance on property, maintenance and security, collection of rents as required, payment of property taxes, collection of notes and payment of mortgages; may contact vendors, schedule meetings, and/or may list items on GovDeals and other websites. 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. Prepares and assists staff in preparing accurate and timely reports on accounting of assets, timely payment of fees and disbursements of estate assets. Maintains accurate files and financial records on behalf of the estate; accurately updates electronic case management databases and systems as required; correctly and timely upload documents to the Division’s case management database to ensure efficient and effective services; add and update notes timely. 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 complex administration and probate of estates. Testifies in court regarding the probate of wills and other matters regarding estate administration; may represent the estate in small claims court as required by County Counsel. Provides legal supervision over conservatees in accordance with the Probate Code and Welfare and Institutions Code. Confers with other divisions and departments regarding special problems encountered and furnishes information as required. Prepares personal, fiduciary, and estate tax returns including “e-filing” documents with the County Courts and County Recorder within the specified deadlines, as required. Provides additional services as changing laws may specify or require. Attends court hearings, including court and jury trials, and testifies regarding recommendations on guardianship or conservatorship as required by County Counsel. Assists in pre-trial preparation and during probate trials and LPA conservatorship trials, as needed and required by County Counsel. Makes funeral arrangements and arranges for disposal of assets of deceased clients as directed by Probate Code according to department standards. Makes funeral arrangements according to burial instructions, provisions of a will, or department or court policy; notifies relatives and other interested parties. Assists counsel of record on behalf of clients in all criminal and civil hearings, as required. To view the complete job description, please visit the Monterey County website: DEPUTY PUBLIC ADMINISTRATOR/GUARDIAN/CONSERVATOR II THE SUCCESSFUL CANDIDATE Will have a proven track record demonstrating the following knowledge, skills, and abilities: Thorough Knowledge of: 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. Regulations governing Federal assistance, Social Security benefits, Veterans Administration benefits, and other programs. Cultural competence and humility; aspects of multi-cultural and ethnic diversity. Community health, social support systems, and other resources available to clients. Fundamental principles and practices of accounting as it relates to the administration of estates. Principles and practices of customer services and public relations. Fundamental recordkeeping, bookkeeping, basic math, English, and grammar. Working Knowledge of: Principles and techniques used in estate and financial investigation to determine client assets, including real property, stocks, bonds, and bank deposits. Functions and procedures of the Court system. Welfare and Institutions Code, LPS Probate Code and other applicable laws and regulations relating to person and estate management. Skill and Ability to: 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. Examples of Experience/Education/Training Any combination of training, education and/or experience which provides the knowledge, skills and abilities and required conditions of employment is qualifying. An example of a way these requirements might be acquired is: EDUCATION: Possession of a bachelor’s degree in psychology, sociology, counseling, social work, health care, law, finance, public administration, or a closely related field; OR EXPERIENCE: Four years of experience in counseling, social work, social welfare, human services, public administration, business administration, law, or health care; which included two years of experience performing duties which involved the following: property inventory, property inspection or investigations to locate financial resources. OR Four years progressively responsible experience performing duties which involved fiduciary trust or property management and processing of probate documents, including one year of experience in extensive public contact. OR One year of experience performing duties equivalent to the classification of Deputy Public Administrator / Conservator / Guardian I in Monterey County. Additional Information CONDITIONS OF EMPLOYMENT: 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. Work in adverse conditions at locations that may be filled with rodents, fleas, spiders, and human and animal feces for extended periods of time to properly inventory belongings and assets. BENEFITS: The County of Monterey offers an excellent benefits package. Please visit our website to view the Bargaining Unit J Benefit Summary Sheet . This information is not legally binding, nor does it serve as a contract. The benefits listed in the Monterey County Personnel Policies and Practices Resolution or Memorandum of Understanding (MOU) prevail over this listing. NOTES: As a condition of employment, prospective employees may be required to submit to a background review which may include a review of information concerning present and/or prior employment, driving record, and record of any criminal convictions. Employment is contingent upon acceptable documentation verifying identity and authorization for employment in the U.S.; a list of acceptable documents is available on the USCIS Form I-9. If you are hired into this classification in a temporary position, your rate of pay will be hourly, and you will not be eligible for the benefits listed in the summary. APPLICATION & SELECTION PROCEDURES Apply on-line at https://www.governmentjobs.com/careers/montereycounty by the final filing date of Sun day, May 19, 2024 at 11:59 PM (PST) or Hard copy applications may be obtained from and submitted during normal business hours, Monday - Friday, 8:00 AM - 5:00 PM by contacting: Monterey County Health Department Attn: Human Resources Division 1270 Natividad Road Salinas, CA 93906. Phone: (831) 755-4519 Fax: (831) 796-8682 The selection process is tentative, and applicants will be notified if changes are made. To assess applicants' possession of required qualifications, the examination process may include an oral examination, pre-examination exercises, performance examination, and/or written examination. The competitive examination process includes submittal of required application materials. A complete application package will include: A completed County of Monterey Employment Application Responses to the Supplemental Questions Applicants who fail to provide all required materials by the final filing deadline will not be considered. Resumes, cover letters, letters of interest, and other correspondence will not be accepted as a substitute for required application materials. All required application materials will be competitively evaluated. Those applicants that are determined to be the most appropriately qualified will be invited to participate further in the selection process. EQUAL OPPORTUNITY AND REASONABLE ACCOMMODATION: Monterey County is a drug-free workplace and an equal opportunity employer. The County seeks candidates who can make contributions in an environment of cultural and ethnic diversity. Monterey County is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Cassandra Yi, Human Resources Analyst, at (831) 755-5187 or yica@co.monterey.ca.us . http://www.co.monterey.ca.us/government/departments-a-h/human-resources/human-resources/benefits/benefit-summary-sheet Closing Date/Time: 5/19/2024 11:59 PM Pacific
Position Description DEPUTY PUBLIC ADMINISTRATOR/GUARDIAN/CONSERVATOR II $5,323 - $7,266 per Month Final Filing Date: Sunday, May 19, 2024 Exam # 24/34H34/04CY SUMMARY OF POSITION The County of Monterey Health Department’s Public Administrator/Public Guardian/Conservator Division is seeking to fill two vacant Deputy Public Administrator/Guardian/Conservator II (Deputy PA/PG/PC II) positions. The Deputy Public Administrator/Guardian/ Conservator II 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 II will perform complex case administration, full 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. Examples of Duties 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; Schedules, plans, prepares for, attends, and documents visits and care conferences according to department standards; prepares material for and attending client discharge and admission planning meetings; coordinates and schedules 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 the most complicated and 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; create and document results within prescribed timelines. Develops case plans and monitors implementation of such. 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. Develops and monitors 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. Collects and inventories 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. 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. Completes thorough searches and complicated research on next-of-kin; compiles, creates, and maintains complex data on family tree; creates correspondence; conduct interviews and estate investigations to locate and identify relatives and beneficiaries, wills, pre-need funeral arrangements, and all estate assets including real and personal property. Marshals estate assets, including the collection of bank accounts and contents of safe deposit boxes, securing personal property and transferring stocks and bonds to the estate. Manages real property including insurance on property, maintenance and security, collection of rents as required, payment of property taxes, collection of notes and payment of mortgages; may contact vendors, schedule meetings, and/or may list items on GovDeals and other websites. 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. Prepares and assists staff in preparing accurate and timely reports on accounting of assets, timely payment of fees and disbursements of estate assets. Maintains accurate files and financial records on behalf of the estate; accurately updates electronic case management databases and systems as required; correctly and timely upload documents to the Division’s case management database to ensure efficient and effective services; add and update notes timely. 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 complex administration and probate of estates. Testifies in court regarding the probate of wills and other matters regarding estate administration; may represent the estate in small claims court as required by County Counsel. Provides legal supervision over conservatees in accordance with the Probate Code and Welfare and Institutions Code. Confers with other divisions and departments regarding special problems encountered and furnishes information as required. Prepares personal, fiduciary, and estate tax returns including “e-filing” documents with the County Courts and County Recorder within the specified deadlines, as required. Provides additional services as changing laws may specify or require. Attends court hearings, including court and jury trials, and testifies regarding recommendations on guardianship or conservatorship as required by County Counsel. Assists in pre-trial preparation and during probate trials and LPA conservatorship trials, as needed and required by County Counsel. Makes funeral arrangements and arranges for disposal of assets of deceased clients as directed by Probate Code according to department standards. Makes funeral arrangements according to burial instructions, provisions of a will, or department or court policy; notifies relatives and other interested parties. Assists counsel of record on behalf of clients in all criminal and civil hearings, as required. To view the complete job description, please visit the Monterey County website: DEPUTY PUBLIC ADMINISTRATOR/GUARDIAN/CONSERVATOR II THE SUCCESSFUL CANDIDATE Will have a proven track record demonstrating the following knowledge, skills, and abilities: Thorough Knowledge of: 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. Regulations governing Federal assistance, Social Security benefits, Veterans Administration benefits, and other programs. Cultural competence and humility; aspects of multi-cultural and ethnic diversity. Community health, social support systems, and other resources available to clients. Fundamental principles and practices of accounting as it relates to the administration of estates. Principles and practices of customer services and public relations. Fundamental recordkeeping, bookkeeping, basic math, English, and grammar. Working Knowledge of: Principles and techniques used in estate and financial investigation to determine client assets, including real property, stocks, bonds, and bank deposits. Functions and procedures of the Court system. Welfare and Institutions Code, LPS Probate Code and other applicable laws and regulations relating to person and estate management. Skill and Ability to: 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. Examples of Experience/Education/Training Any combination of training, education and/or experience which provides the knowledge, skills and abilities and required conditions of employment is qualifying. An example of a way these requirements might be acquired is: EDUCATION: Possession of a bachelor’s degree in psychology, sociology, counseling, social work, health care, law, finance, public administration, or a closely related field; OR EXPERIENCE: Four years of experience in counseling, social work, social welfare, human services, public administration, business administration, law, or health care; which included two years of experience performing duties which involved the following: property inventory, property inspection or investigations to locate financial resources. OR Four years progressively responsible experience performing duties which involved fiduciary trust or property management and processing of probate documents, including one year of experience in extensive public contact. OR One year of experience performing duties equivalent to the classification of Deputy Public Administrator / Conservator / Guardian I in Monterey County. Additional Information CONDITIONS OF EMPLOYMENT: 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. Work in adverse conditions at locations that may be filled with rodents, fleas, spiders, and human and animal feces for extended periods of time to properly inventory belongings and assets. BENEFITS: The County of Monterey offers an excellent benefits package. Please visit our website to view the Bargaining Unit J Benefit Summary Sheet . This information is not legally binding, nor does it serve as a contract. The benefits listed in the Monterey County Personnel Policies and Practices Resolution or Memorandum of Understanding (MOU) prevail over this listing. NOTES: As a condition of employment, prospective employees may be required to submit to a background review which may include a review of information concerning present and/or prior employment, driving record, and record of any criminal convictions. Employment is contingent upon acceptable documentation verifying identity and authorization for employment in the U.S.; a list of acceptable documents is available on the USCIS Form I-9. If you are hired into this classification in a temporary position, your rate of pay will be hourly, and you will not be eligible for the benefits listed in the summary. APPLICATION & SELECTION PROCEDURES Apply on-line at https://www.governmentjobs.com/careers/montereycounty by the final filing date of Sun day, May 19, 2024 at 11:59 PM (PST) or Hard copy applications may be obtained from and submitted during normal business hours, Monday - Friday, 8:00 AM - 5:00 PM by contacting: Monterey County Health Department Attn: Human Resources Division 1270 Natividad Road Salinas, CA 93906. Phone: (831) 755-4519 Fax: (831) 796-8682 The selection process is tentative, and applicants will be notified if changes are made. To assess applicants' possession of required qualifications, the examination process may include an oral examination, pre-examination exercises, performance examination, and/or written examination. The competitive examination process includes submittal of required application materials. A complete application package will include: A completed County of Monterey Employment Application Responses to the Supplemental Questions Applicants who fail to provide all required materials by the final filing deadline will not be considered. Resumes, cover letters, letters of interest, and other correspondence will not be accepted as a substitute for required application materials. All required application materials will be competitively evaluated. Those applicants that are determined to be the most appropriately qualified will be invited to participate further in the selection process. EQUAL OPPORTUNITY AND REASONABLE ACCOMMODATION: Monterey County is a drug-free workplace and an equal opportunity employer. The County seeks candidates who can make contributions in an environment of cultural and ethnic diversity. Monterey County is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Cassandra Yi, Human Resources Analyst, at (831) 755-5187 or yica@co.monterey.ca.us . http://www.co.monterey.ca.us/government/departments-a-h/human-resources/human-resources/benefits/benefit-summary-sheet Closing Date/Time: 5/19/2024 11:59 PM Pacific