Senior Deputy Public Guardian (Finance)
ABOUT THE POSITION
Riverside University Health System's Behavioral Health Department is looking for a Senior Deputy Public Guardian to join the team! The incumbent will be responsible for the investigation of financial resources, living situation, and support network of individuals referred to the Public Guardian to determine eligibility for conservatorship. Senior Deputy Guardians will also be tasked with protecting and selling of assets as needed and directed as well as applying for services, arranging transportation, or making court appearances as directed by the court.
Under direction, to perform the more complex estate management work; to manage conservatees; real and personal property; and to do other work as required. Senior Deputy Public Guardian is a single position class located in the Public Guardian office and reports to the Supervising Deputy Public Guardian. This class is distinguished from the Deputy Public Guardian class in that the incumbent manages a small caseload of the more complex conservatorship cases and is responsible for the management of conservatees' real and personal property.
EXAMPLES OF ESSENTIAL DUTIES
• Manages a small case load of the more complex conservatorship cases involving complies appraisals, mismanaged estates, large estates with many sources of income;
• Manages real and personal property to include the security, storage, maintenance, and disposition of property;
• Performs initial and periodic inspections of real property in order to determine and document the property's condition;
• Conducts detailed investigations into estates of persons placed under conservatorship to discover and protect assets; locates, marshall, inventories, and take into custody personal property; make preliminary appraisal of assets; take into custody any cash, check or small valuable assets.
• Develops property profiles and conducts title searches; obtains appraisals for insurance purposes;
Coordinates supporting services for assigned caseload including legal, social, medical, and psychiatric services; arranges, in conjunction with social service agencies, for the physical care and shelter of conservatees
• Arranges for and maintains fire, liability, mortgage, and vandalism insurance; Arranges for the sale of real property through local real estate broker listings and public auctions for the sale of personal property;
• Arrange for the burial of conservatees and the distribution of assets pursuant to testate or intestate succession; arranges for the adoption or disposal of pets.
• Posts legal notices and advertisements; informs prospective buyers of the conditions of sale, bidding, and payment;
• Determines whether vacant property should be rented or leased and appropriate rent to be charged; insures that the property is cleaned and repaired before renting; advises tenant of move-in date and collects deposits and initial rent payments.
• Evaluates the real property of new conservatee cases and reviews existing rental or lease agreements;
• Monitors the contract Property Management Services to assure that property is maintained and rented and advises other Public Guardian staff of recommended actions to protect property;
• Makes court appearances and may testify at hearings concerning conservatees.
• Files small claims actions and presents case on behalf of the conservatee; testifies in court regarding the Public Guardian Office's actions involving real property; appears in court for the confirmation of sale of real property.
MINIMUM QUALIFICATIONS
Knowledge of: The Public Guardian/Conservator's function and related laws, regulations, and codes; Practices and methods used in financial and estate investigations to determine assets including real and personal property; Real property management; real estate principles and practices including title vesting, financing, selling costs, deeds, contracts, and appraisal techniques; Vehicle and mobile home sales and title transfers; escrow procedures and title documents; Banking and other financial procedures.
Ability to: Manage and protect the assets of wards and conservatees; Interpret and apply laws and regulations related to Public Guardian and Conservator's work; establish and maintain effective working relationships with governmental agencies providing supporting services to wards and conservatees and with others contacted in the course of the work; Monitor contracts for professional services; Interview effectively; Establish and maintain accurate financial and casework records; Make effective presentations in court; Learn landlord/tenant laws; Work closely with disabled and disoriented persons.
Experience: Some experience managing the financial and social affairs of persons placed under guardianship or conservatorship by the court or administering the estate of decedents. This experience must have included:
Detailed investigations into estates of conservatees or of the deceased in order to discover and protect assets
AND
Assisting in the disposal of estate real and personal property, either through sales, public auction, or disbursement to heirs.
SUPPLEMENTAL INFORMATION
Questions: For further information regarding this posting, contact the recruiter:
Edgar Manzo at: emcardenas@Rivco.org
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APPLICATION INFORMATION
Veteran's Preference
The County has a Veterans Preference Policy applicable to new hires. To qualify, upload a copy of your (or your spouse's) Member-4 Form DD-214 indicating dates of service, and a copy of your spouse's letter of disability (if applicable) with your application. For privacy reasons, it is recommended that you remove your social security information from the document(s). A Human Resources Representative will review the materials and determine if you qualify for veterans' preference.The Veterans Preference Policy, C-3 is available here: https://rivcocob.org/board-policies
Reasonable Accommodations
The County of Riverside is committed to providing reasonable accommodation to applicants as required by the Americans with Disabilities Act (ADA) and Fair Employment and Housing Act (FEHA). Qualified individuals with disabilities who need a reasonable accommodation during the application or selection process should contact the recruiter for the position noted above. For additional information and/or to obtain the appropriate form for requesting a reasonable accommodation, please visit the Disability Access Office web page located at: https://rc-hr.com/disability
Proof of Education
If using education to qualify or when requested by the recruiter, upload a copy of any license(s), official/unofficial transcript(s), degrees, and/or related employment documents to your NeoGov account at the time of application and before the closing date. Official or unofficial transcripts will be accepted.
If your education was completed outside of the United States, you will need to provide a copy of your Foreign Education Equivalency evaluation from a member of the National Association of Credential Evaluation Services ( NACES ) or Association of International Credential Evaluators, Inc. ( AICE ).
Equal Opportunity Employer
The County of Riverside is an Equal Opportunity Employer. It is the policy of the County of Riverside to provide equal employment opportunities for all qualified persons. All applicants will be considered without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender, gender identity, gender expression, marital status, ancestry, medical condition (cancer and genetic characteristics), genetic information, or denial of medical and family care leave, or any other non-job-related factors.
Pre-Employment
All employment offers are contingent upon successful completion of pre-employment requirements including a criminal background investigation, which involves fingerprinting. (A felony or misdemeanor conviction may disqualify the applicant from County employment). A pre-employment physical examination and background check may be required.
Probationary Period
As an Approved Local Merit System, all County of Riverside employees, except those serving "At Will," are subject to the probationary period provisions as specified in the applicable Memorandum of Understanding, County Resolution, or Salary Ordinance. Temporary and Per Diem employees serve at the pleasure of the agency/department head.
General Information
Current County of Riverside and/or current employees of the hiring department may receive priority consideration. Qualified candidates may be considered for future County vacancies.
Job postings may close without notice based on application volume. Submit your complete application by the recruitment close date; no late applications are accepted. Ensure all relevant experience/education is reflected on your application/resume, as a failure to demonstrate position requirements may disqualify applicants. A description of job duties directly copied from the job classification or job posting will not be considered.
Please read and follow any special application instructions on this posting. Click the 'Apply' link located on this page to submit your application. For additional instructions on the application process, examinations, Veteran's preference, pre-employment accommodation or other employment questions, please refer to our web site, www.rc-hr.com .
If you are experiencing technical problems, you may contact the governmentjobs.com applicant support desk Monday through Friday, 6 am to 5 pm Pacific Time at support@governmentjobs.com or toll-free 1-855-524-5627.
MEDICAL/DENTAL/VISION INSURANCE: A choice of different medical, dental and visions plan are available to elect. The County provides a Flexible Benefit Credit contribution as governed by the applicable LIUNA Memorandum of Understanding to contribute towards the cost of these plans.
Note: Employees on assignment through the Temporary Assignment Program (TAP) receive different benefits. See the list here .
MISCELLANEOUS RETIREMENT: County of Riverside has three retirement Tiers through the California Public Employees' Retirement System (CalPERS).
- Tier I (Classic Member - Formula 3% @ 60): Applicable to current and former County of Riverside local miscellaneous employees hired prior to 08/24/2012 and did not withdraw CalPERS contributions. The employee contribution is eight (8%) percent.
- Tier II (Classic Member - Formula 2% @ 60): Applicable to local miscellaneous employees 1) hired after 08/23/2012 through 12/31/2012; 2) Previously employed with another CalPERS contracting public agency or a reciprocal retirement system, with a break in service of less than six months between the separation date with the previous employer and the appointment date with the County of Riverside. The employee contribution is seven (7%) percent.
- Tier III (PEPRA New Member - Formula 2% @ 62): Applicable to CalPERS local miscellaneous new members hired on or after the implementation of the Public Employees' Pension Reform Act of 2013 (PEPRA) which took effect January 1, 2013. Effective July 1, 2023 employee contributions are 7.25% and will increase to 7.75% effective July 1, 2024.
A new member is defined as any of the following:
CalPERS refers to all members that do not fit within the definition of a new member as "classic members".
Contribution rates are subject to change based on the County of Riverside annual actuarial valuation.
Note:
This summary is for general information purposes only. Additional questions regarding retirement formulas can be sent to retirement@rivco.org or by calling the Benefits Information Line at (951) 955-4981,
Option 2.
If you have prior service credit with another CalPERS agency or within agencies, please contact CalPERS at (888) 225-7377 to determine which retirement tier would be applicable to you. CalPERS is governed by the Public Employees' Retirement Law. The Retirement Law is complex and subject to change. If there's any conflict between this summary and the law, the law will prevail over this summary.
DEFERRED COMPENSATION: Voluntary employee contribution with a choice between two 457 deferred compensation plan options.
VACATION ACCRUAL (Bi-Weekly Accrual):
0< 3 year = 80 Hours (10 Days)
4< 9 years = 120 Hours (15 Days)
10 or more years = 160 Hours (20 Days)
Maximum Vacation leave accumulation is 480 hours.
SICK LEAVE: Four (4) hours Sick Leave accrual per pay period with unlimited accrual.
HOLIDAYS: Normally 12 paid holidays per year
BEREAVEMENT LEAVE: Allowed 5 days (3 days are County paid; 2 additional days can be taken from accrued Sick Leave balance)
BASIC LIFE INSURANCE: Equal to one times annual base salary not to exceed $50,000 of term life coverage. Premiums are paid by the County. Additional Supplemental Life plan is available for employee purchase.
DISABILITY: Short-term Disability benefit pays up to a maximum of $461.54 weekly, payable up to a maximum of 52 weeks.
POST RETIREMENT MEDICAL CONTRIBUTION: A monthly contribution is made by the County towards retiree health insurance offered through the County as governed by the applicable Memorandum of Understanding.
OTHER: There may be other benefit provisions as specified in the applicable Memorandum of Understanding. Please contact the recruiter listed on the job posting directly for more information.
