County of Riverside
Deputy Public Guardian (Finance)
The Deputy Public Guardian's primary responsibilities include investigating and administering the estates of disabled or legally incompetent individuals; and providing conservatorship services as specified in the Probate Code and the Welfare/Institutions Code.
The Ideal Candidates will posses:
This position may require driving and traveling throughout Riverside County • Investigates the financial resources, living situation, and support network of persons referred to the Public Guardian to determine eligibility for conservatorship as gravely disabled or legally incompetent.
• 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.
• Applies for benefits to which conservatees are entitled, such as insurance, financial assistance, social security, and veteran's benefits.
• Prepares and/or reviews investigation reports; contacts and corresponds with relatives, attorneys, title companies, banks, etc. to determine clear title on stocks, real property, and other assets; reviews estate planning documents such as interviews trust, and testamentary trust.
• Arranges for the rental or sale of real property and personal property to satisfy valid claims against the estate or to apply to the conservatees' care and treatment.
• Authorizes payment of claims against the estate arranges for payment of notes and mortgages, insurance premiums, and the operations of a business when in the interest of the conservatee; reviews the validity of claims against assets; ensure conservatees tax returns are prepared and filed.
• 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.
• Conducts assessments and prepares care plans for any conservatee placed under his/her care; consents to the placement of conservatees which may include acute medical facilities, long term nursing care, and residential care facilities.
• 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.
• Upon court authorization, may hire or dismiss agents such as attorneys, real estate brokers, and accountants.
• May hire and dismiss care providers, or other domestic employees; arranges for the eviction or removal of tenants residing in estate property.
• Files petitions with the court for conservatees not capable to provide social services; prepares reports of detailed accounting of financial transactions taken on behalf of conservatees.
• Responds to requests from the court and other governmental agencies for clarification or explanation of case records and reports.
• Makes court appearances and may testify at hearings concerning conservatees.
• Provides for transportation of patients, as necessary prepares and presents a variety of reports as required.
• When given Court authorization, makes medical decisions on behalf of the conservatee.
• Provides the public with general information regarding conservatorship.Knowledge of: The Public Guardian/Conservator's functions 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; banking investments and other financial procedures.
Ability to: Manage and protect the assets of conservatees; Interpret and apply laws and regulations related to Public Guardian and Conservator's work, including Social Security, and Medicare regulations; Interview effectively and make oral presentations; Establish and maintain accurate financial and casework records; Work closely with disabled, disoriented and elder persons; Establish and maintain effective working relationships with governmental agencies providing supportive services to conservatees, and with others contacted in the course of the work.
Education:
EITHER I
Graduation from a recognized college with a Bachelor's degree, with an emphasis in behavioral science, public or business administration, finance, accounting, social services, human services or related field;
OR II
An AA degree from an accredited college and two years experience performing case management duties in a health or human services field;
OR III
Experience: Considerable experience performing case management and completion of an agency-approved case-management-training course.Questions: For further information regarding this posting, contact the recruiter:
Edgar Manzo at: emcardenas@Rivco.org