Deputy Treasurer/Public Administrator I/II

Description

DEFINITION
I:
Under general direction, to learn and perform a variety of fiscal and technical support work in the Treasurer/Public Administrator Office; to assist with maintaining current information on County cash flow and accounts; to learn and perform record keeping related to the investment of County funds; to learn and perform support assignments regarding the documentation, inventory, and dispersal of deceased persons property; and to do related work as required.

II:
Under general direction, to perform a variety of fiscal and technical support work in the Treasurer/Public Administrator Office; to assist with maintaining current information on County cash flow and accounts; to perform record keeping related to the investment of County funds; to perform support assignments regarding the documentation, inventory, and dispersal of deceased persons property; and to do related work as required.

DISTINGUISHING CHARACTERISTICS
I:
This is the entry, training, and basic working level in the Deputy Treasurer/Public Administrator class series, Incumbents learn and perform a variety of fiscal and technical support work in support of the functions and responsibilities of the County Treasurer/Public Administrator. This class is distinguished from Deputy Treasurer/Public Administrator II in that incumbents perform many assignments in a training and learning capacity. When requisite knowledge and skills have been demonstrated, an incumbent may be promoted to the Deputy Treasurer/Tax Collector II level.

II:
This is the fully qualified, journey level in the Deputy Treasurer/Public Administrator class series, Incumbents perform a variety of fiscal and technical support work in support of the functions and responsibilities of the County Treasurer/Public Administrator.

REPORTS TO

Treasurer/Tax CollectorPublic Administrator

CLASSIFICATIONS SUPERVISED

This is not a supervisory classification.

TYPICAL PHYSICAL REQUIREMENTS

Sit for extended periods; frequently stand and walk; normal manual dexterity and eye-hand
coordination; lift and move objects weighing up to 25 Ibs.; corrected hearing and vision to normal
range; verbal communication; use of office equipment, including computer, telephone, calculator,
copiers, and FAX.

TYPICAL WORKING CONDITIONS

Work is performed in an office environment; some work is performed outdoors; continuous contact
with other staff and the public.

Example of Duties

(The following is used as a partial description and is not restrictive as to duties required.)

I:

Level I: Many of the following assignments are performed in a training and learning capacity:
Performs complex fiscal and technical support work in support of the functions and responsibilities of the
County Treasurer
Assists with balancing County cash accounts, coordinating with the banks as
Necessary
Posts journal entries for cleared warrants
Insurance payments, and wire transfers
Balances and reconciles trust accounts
Performs inventories, storage, and appraisals of client property for the Public Administrator Office Investigates coroner referrals for administrator cases
Assists with the sale of deceased persons property
Assists with retrieving requisite information about deceased persons
Assists with clean-up and removal of property
Prepares requisite court and other documents
May assist with Deputy Tax Collector duties, as assigned
Operates and sees the County's computerized financial management systems
Responds to citizen complaints and inquiries
Other duties as assigned
II:
Performs complex fiscal and technical support work in support of the functions and responsibilities
of the County Treasurer
Assists with balancing County cash accounts, coordinating with the banks as necessary
Posts journal entries for cleared warrants, insurance payments, and wire
Transfers
Balances and reconciles trust accounts
Performs inventories, storage, and appraisals of client property for the Public Administrator Office
Investigates coroner referrals for administrator cases
Assists with the sale of deceased persons property
Assists with retrieving requisite information about deceased persons
Assists with clean-up and removal of property
Prepares requisite court and other documents
May assist with Deputy Tax Collector duties, as assigned
Operates and uses the County's computerized financial management system
Responds to citizen complaints and inquiries
Other duties as assigned

Minimum Qualifications

Any combination of training and experience which would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be:

I/II:
One year of previous experience performing financial and statistical record keeping work, including experience in working with the public.

Special Requirements:
Possession of, or ability to obtain, an appropriate valid California Driver's License.

Knowledge Of/Ability To

Knowledge of:

Policies, procedures, and functions of the Treasurer/Public Administrator Office.
Laws, rules, regulations, and policies affecting the operations and functions of the County Treasurer and the Public Administrator.
Investigation techniques and procedures.
Basic knowledge of banking systems and cash flow management.
Legal terminology, forms, and procedures.
Computerized financial management systems.

Ability to:

Perform a variety of support and record keeping for County Treasurer and Public Administrator functions, providing specialized support for the County Treasurer.
Analyze and evaluate financial and deceased persons property information, researching and gathering appropriate information to resolve problems.
Monitor and update fiscal records.
Prepare a variety of financial reports and statements.
Gather, organize, analyze, and present a variety of information.
Make mathematical calculations quickly and accurately.
Use a computerized .financial management system.
Deal tactfully and courteously with the public and other staff when explaining the functions and policies of the Treasurer/Public Administrator, responding to complaints, and resolving a variety of problems.
Establish and maintain cooperative working relationships.

Selection Process:
All completed applications and supplemental questionnaires will be reviewed. Depending upon the number of applicants who meet the minimum qualifications, the examination process may include a screening committee (pass/fail) and/or an oral examination (100%) which may include a written practical component to determine placement on the eligible list.

In accordance with California Government Code section 3100, et., seq., all County of San Benito employees are considered disaster service workers who may be required to report for duty, or remain on duty to address disaster service activities in the event of an emergency or disaster and are required to undertake an applicable loyalty oath.

SAN BENITO COUNTY BENEFITS

Employees in regular, full-time positions will be eligible to participate in the following employee benefits:

Pay Day: Employees are paid bi-weekly.
Insurance Deductions: The insurance and benefits deductions will take place bi-monthly, normally the first two pay periods of the month. Bank/Credit union and 457 Retirement Deferrals deductions will take place bi-weekly.

Vacation: Based on continued years of service. Maximum accruals may apply depending on the bargaining unit.

• 5 to 9 years of service = 15 days per year
• 10 to 14 years of service = 18 days per year
• 15 + years of service = 20 days per year

Holidays: 13.5 holidays (including 3 floating) for most employees.

Sick Leave: 15 days per year. Maximum accruals apply.

Health Plan: Comprehensive medical and dental plans available for full-time employees. Employees appointed to a regular position at a time base of 50% or higher are also eligible to participate.

Vision Plan: MES Vision Plan offered which offers exams, frames and lenses on a 12-24-24 basis. The County pays for employee coverage and the employee can pay for dependent coverage. This benefit is available to FULL-TIME employees only.

Employee Assistance Program: The County provides confidential short-term counseling services to employees and dependents. Any regular employee is eligible for up to a total of three (3) hours of counseling sessions within any six (6) month period per County employee. Up to a maximum of six (6) sessions per calendar year are allowed per family

Life Insurance/AD&D: County pays for a $20,000 BASIC life insurance policy for each employee. Two other VOLUNTARY life insurance plans available, including AD&D.

Disability Insurance: General, Confidential and Management groups participate in the State Disability Insurance.

Credit Union: Membership to the Santa Clara Federal Credit Union is available to San Benito County employees.

Deferred Compensation: Employees may participate in tax-deferred retirement savings. Three 457 plans are available. Employees may rollover funds from prior 401k or 457 accounts. IRS limits apply.

Retirement: Regular employees will be enrolled into the CalPERS retirement system in accordance with the Public Employees' Retirement Law. Employee contributions vary according to bargaining unit.

All New Miscellaneous (non-Safety) employees enrolled into the CalPERS retirement system participate in the full formula of 2% at 62. Miscellaneous employees participate in Social Security in addition to CalPERS.

New Safety employees are covered by the safety full formula 2.7% at 57. Safety employees contribute 9% of the employee contribution. Safety employees do not participate in Social Security.

Supplemental Insurance: Employees may participate in various AFLAC plans such as accident, disability, and cancer insurances.

Additionaly, employees can enroll into a pre-tax cafeteria plan and flexible spending accounts including Unreimbursed Medical ($2500) and Dependent Care ($5000).

Health, Dental and Vision Insurance

Retirement Formula Local MISC 2% @ 62 for New PERS Members

Social Security (non-safety)

Vacation Based on Continued Years of Service

Sick Leave 15 Days Annually

Floating Holiday

457 Deferred Compensation

Credit Union

Flexible Spending Account

Employee Assistance Program

Group Life Insurance

Additional Optional Life Insurances & AD&D

Tuition Reimbursement

Closing Date/Time: 3/12/2025 5:00 PM Pacific

• 

• County of San Benito

• (831) 636-4000

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