4230 Estate Investigator

Recruitment #CBT-4230-902549

Introduction

Effective 10:20AM Thursday, July 26, 2018, 
CBT-4230-902549 4230 Estate Investigator has been suspended;
We will resume accepting applications for this recruitment at a later date.

This recruitment has been amended to reflect the classification specification Minimum Qualifications described for this position.  The recruitment will be extended to allow for additional applications.  Applicant who already applied under this recruitment issued on 07/09/2018 will be included in the applicant pool and need not reapply.

The positions are located at the San Francisco Human Services Agency, Department on Aging and Adult Services (DAAS) Division. The eligible list resulting from this examination may be utilized for future positions in this class.

Who We Are

The Human Services Agency is a department of the City and County of San Francisco and the central resource for public assistance in the City. Our mission is to promote well-being and self-sufficiency among individuals, families and communities in San Francisco. HSA was formed in 2004 with the merger of two previously existing city departments, the Department of Human Services and the Department of Aging and Adult Services. The agency retains two commissions and two department heads. The agency also includes the Office of Early Care and Education. Our mission is to promote well-being and self-sufficiency among individuals, families and communities in San Francisco.

What We Do

We provide a safety net for individuals and families by offering income support, community-based living supports, and assistance getting food, housing, and health coverage. We offer programs and services that ensure the protection and safety of children, the elderly and dependent adults, and Veterans. We help people secure employment through training, job search and childcare assistance.

We provide a safety net for individuals and families by offering income support, community-based living supports, and assistance getting food, housing, and health coverage. We offer programs and services that ensure the protection and safety of children, the elderly and dependent adults, and Veterans. We help people secure employment through training, job search and childcare assistance.

Position Overview

Positions in this classification perform investigative work related to the financial and fiduciary responsibilities of the Public Guardian, Public Administrator programs. Persons it this position are responsible for explaining and enforcing policies and procedures of the Public Guardian/Public Administrator offices relative to the Estate of Person and Estate of Finance. This position requires locating, inventory and preservation of assets of estates coming under the jurisdiction of the California Probate Code.

Position Description for Deputy Public Guardian Estate Investigator

The Deputy Public Guardian Estate Investigator serves as the Conservator of the Person and Estate of a conservatee. Under general supervision, the Estate Investigator/Deputy Public Guardian coordinates personal care for persons under conservatorship (conservatees) and is responsible for the finances of the conservatee. The essential functions may include, but are not be limited to: coordinating the care of the conservatee, including the arrangement of placement and treatment, managing the income and assets of the conservatee; marshaling assets of the conservatee (may include managing/selling real estate, investment accounts, retirement accounts, stocks and bonds, bank accounts, and other property of value); visiting the conservatee at least quarterly; serving as the decision maker in medical and end-of-life decision-making for the conservatee; making placement/level of care decisions; applying for and maintaining benefits; reviewing and approving payment of monthly and/or periodic bills. The Estate Investigator/Deputy Public Guardian serves as the advocate of the conservatee’s interests; works with the Public Guardian’s legal staff; prepares reports for the Superior Court, and performs other duties as required.

Incumbents in this position will occasionally work in areas, such as conservatee's homes, that have bad odors, pest infestations, garbage and other refuse, and similar unpleasant conditions. This position involves working with family members, case managers, outside agencies and other members of the public in stressful situations.

Incumbents may be required to lift and carry household goods weighing up to 60 pounds up and down stairs.

Position Description for Deputy Public Administrator Estate Investigator

Under general supervision, the Deputy Public Administrator Estate Investigator performs investigative work related to the financial and fiduciary responsibilities of the Public Administrator. Responsible for carrying out, explaining and enforcing policies and procedures of the Public Administrator's office relative to estate matters; making personal contacts with friends and relatives of the deceased, business and professional people, government officials and the general public; arranging disposition of the body with mortuaries. The essential functions may include, but are not limited to: Collecting assets of decedents and managing real estate of decedent and their affairs; conducting the business of estates; investigating and administering estates of decedents; finding and collecting assets of the estate; reviewing, investigating, and approving paying claims of creditors against estates and periodic bills; interviewing witnesses; performing genealogical research; locating heirs, and distributing assets; coordinating with vendors, such as appraisers, liquidators, mortuaries; managing real estate of the estate; removing items for safe keeping from residence and/or financial instructions; conducting personal property estate sales; liquidating investments, including stocks, bonds, and cash in annuities; working closely with legal staff, accountants, and real estate professionals to ensure the timely and accurate performance of various duties in compliance with California law and Public Administrator policies and procedures. Incumbents in this positon are responsible for prepare inventory and appraisal, status reports and other court documents.

Incumbents in this position will occasionally work in areas, such as decedent's homes to conduct thorough searches of decedent’s residence, which may have bad odors, pest infestations, garbage and other refuse, and similar unpleasant conditions. This position involves working with family members, case managers, outside agencies and other members of the public in occasionally stressful situations.

Incumbents may be required to lift and carry household goods weighing up to 60 pounds up and down stairs.

 

Minimum Qualifications

1. Education

Possession of a Bachelor’s degree in Social Work, Human Services, Psychology, Sociology, Business or Public Administration, Law, Economics, Accounting or a closely related field; AND

2. Experience

Two (2) years of full time verifiable experience in: Probate, Financial/Fiduciary Services, Social Work, Case Management, or Investigations relating to one of the above areas; AND

3. Licensure

Possession of a valid California driver’s license.    

Applicants must meet the Minimum Qualifications at the time of filing unless otherwise noted.

Desirable Qualifications

The stated desirable qualifications may be considered at the end of the selection process when candidates are referred for hiring.

1. Incumbents exercise a high degree of independent judgment and initiative within broad policy guidelines, particularly when developing comprehensive care plans and administering complex property and litigation cases.

How To Apply

Applications for City and County of San Francisco jobs are being accepted through an online process. Visit www.jobaps.com/sf to register an account (if you have not already done so) and begin the application process.

• Select the desired job announcement (CBT-4230-902549)
• Select “Apply” and read and acknowledge the information
• Click on "I am a New User" if you have not previously registered, or “I have Registered Previously”
• Follow instructions given on the screen

Computer kiosks are located in the lobby of the Department of Human Resources, One South Van Ness Avenue, 4th Floor, San Francisco, for use by the public. The hours of operation are from 8:00 a.m. to 5:00 p.m. Monday through Friday.

You can also watch this video for further assistance with our online application system:

http://www.youtube.com/watch?v=4-kUFHXhBjQ&feature=youtu.be

Applicants may be contacted by email about this announcement and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com).

Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records.

Failure to receive this email means that the online application was not submitted or received.

All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.

Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores.

Resumes may be attached to the application; however, resumes will NOT be accepted in lieu of a complete City and County of San Francisco application.

If you have any questions regarding this recruitment or application process, please contact the exam analyst, Carmen K. Lewis at 415.557.5241 or email at: hsaexams@sfgov.org or Carmen.Lewis@sfgov.org

Verification (proof) of Education

Applicants may be required to provide a copy of diploma or official transcript to verify qualifying education at any time in the application, examination and/or departmental selection process, to show that the minimum qualifications have been met.

Applicants who have obtained education form a foreign college or university must provide a Foreign Transcript Evaluation letter from a National Association of Credential Evaluation Service (NACES) approved agency. A list of approved agencies can be found at: http://www.naces.org

Verification (proof) of Experience

Applicants may be required to provide written verification of qualifying work experience at any time in the application, examination and/or departmental selection process, to show that the minimum qualifications have been met. Verification of qualifying experience must be signed by the employer’s authorized representative on the employer's business letterhead, and specify the name of the applicant, dates of employment, job title(s), dates of service and duties performed. For more information, please visit: http://www.sfdhr.org/index.aspx?page=20#verification

Verification waiver requests will be considered on a case-by-case basis, and will NOT automatically be granted. Failure to submit the required verification or request for waiver when requested may be cause for ineligibility to apply for this recruitment.

 

Selection Plan

Supplemental Questionnaire Evaluation (Weight: 100%)

A passing score must be achieved on the supplemental evaluation in order to move forward in the selection process.

Selection Procedures

Candidates MUST achieve a passing score on the evaluation in order to move forward in the Selection process.  Candidate scores from the Supplemental Questionnaire Evaluation will be used to determine final score and rank on the eligible list.

Supplemental Questionnaire Evaluation (Weight: 100%)

Candidates will be prompted to complete a Supplemental Questionnaire as part of the on line employment application. The Supplemental Questionnaire is designed to measure and evaluate your experience including the knowledge, skills and abilities that you possess in job related areas identified as critical for successful performance for this position (s) in class 4230 Estate Investigator. It is important that the information provided in the Supplemental Questionnaire be accurate and complete. All relevant experience, education and/or training must be in the application in order to reviewed in the rating process.

All responses to the Supplemental Questionnaire are subject to verification and should be consistent with the information provided in your application.

A passing score MUST be achieved in order to move forward in the selection process.

Candidates are required to list the name(s) of the employer(s), position(s), and the dates the experience described in the supplemental was gained.

Notes

Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.

Applicants meeting the minimum qualifications are not guaranteed advancement through all of the steps in the selection process.

The department may utilize additional position-specific selection procedures to make a final hiring decision.

 

Conviction History

As a finalist for a job, you will be fingerprinted, and your fingerprints will be sent to the California Department of Justice (DOJ) and the Federal Bureau of Investigation (FBI). The resulting report of your conviction history (if any) will be used to determine whether the nature of your conviction (or arrest, in limited circumstances) conflicts with the specific duties and responsibilities of the job for which you are a finalist. If a conflict exists, you will be asked to present any evidence of rehabilitation that may mitigate the conflict, except when federal or state regulations bar employment in specific circumstances, such as:

  • Candidates for positions with the Unified School District and the Community College District may be disqualified from consideration should their conviction history not meet the standards established under the California Education Code.
  • Candidates for positions with the Recreation and Park Department may be disqualified from consideration should their conviction history not meet the standards established under California Public Resources Code 5164.

Having a conviction history does not automatically preclude you from a job with the City.

If you are selected as a finalist, the hiring department will contact you to schedule a fingerprinting appointment.

Disaster Service Workers

All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.

Conclusion

Certification Rule

The certification rule used for the eligible list resulting from this selection procedure will be The Rule of Three Scores. Additional position-specific selection mechanisms may be conducted by the hiring department prior to making final hiring decisions.

Eligible List

The eligible list resulting from this examination is subject to change after adoption (e.g., as a result of appeals), as directed by the Human Resources Director or the Civil Service Commission.  

The duration of the eligible list resulting from this examination process will be of six months, and may be extended with the approval of the Human Resources Director.

Terms of Announcement

Terms of Announcement and Appeal Rights - Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations. [Note: The correction of clerical errors in an announcement may be posted on the Department of Human Resources website at www.jobaps.com/sf.] The terms of this announcement may be appealed under Civil Service Rule 110.4. Such appeals must be submitted in writing to the Department of Human Resources, 1 S Van Ness Avenue, 4th Floor, San Francisco, CA 94103-5413 by close of business on the 5th business day following the issuance date of this examination announcement. Information concerning other Civil Service Commission Rules involving announcements, applications and examination policies, including applicant appeal rights, can be found on the Civil Service Commission website at http://sfgov.org/civilservice/rules.

Copies of Application Documents

http://www.sfdhr.org/index.aspx?page=20#copies

Reasonable Accommodation Request

Information on requesting reasonable accommodation for persons with disabilities can be found at: http://www.sfdhr.org/index.aspx?page=20#reasonableaccommodation

General Information

Concerning City and County of San Francisco Employment Policies and Procedures: http://www.sfdhr.org/index.aspx?page=20

Driver’s License requirement

Most positions require a valid California’s driver’s license:
http://www.sfdhr.org/index.aspx?page=20#license

Veteran’s Preference

http://www.sfdhr.org/index.aspx?page=20#veteranspreference

Seniority Credit in Promotional Exams

Information regarding seniority credit can be found at: http://www.sfdhr.org/index.aspx?page=20#senioritycredit

Right to Work

All persons entering the City and County of San Francisco workforce are required to provide verification of authorization to work in the United States. http://www.sfdhr.org/index.aspx?page=20#identification

Exam Type: Combined, Promotive, Entrance-CPE
Amended and Reissued: 7/12/2018

Issued: July 9, 2018
Micki Callahan
Human Resources Director
Department of Human Resources
Recruitment ID Number: CBT-4230-902549
HSA/CKL /415.557.5241

 

Benefits

All employees hired on or after January 10, 2009 will be required (pursuant to San Francisco Charter Section A8.432) to contribute 2% of pre-tax compensation to fund retiree healthcare. In addition, most employees are required to make a member contribution towards retirement, ranging from 7.5%-13.25% of compensation. For more information on these provisions, please contact the personnel office of the hiring agency.

For more information about benefits, please click here.

 



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