Sr. Deputy Public Guardian



Job Details

Sr. Deputy Public Guardian
Employer

Orange County

Salary

$58,136.00 - $78,353.60 Annually

Job Type

Full-Time Regular

Remote Employment

Flexible/Hybrid

Job Number

0373CS-0318-042 (O)

Department-xx

Health Care Agency

Opening Date

03/16/2018

Closing Date

Continuous

FLSA

Exempt

Bargaining Unit

N/A

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Description

 
 
SR. DEPUTY PUBLIC GUARDIAN

 
This recruitment is open to the public and is being held to establish an open eligible list to fill current and future Sr. Deputy Public Guardian positions within the Health Care Agency (HCA) Public Guardian. This recruitment may also be used to fill positions in similar and/or lower classifications throughout the County of Orange.
 
This recruitment will open on Friday, March 16, 2018 and will remain open on a continuous basis until 11:59 PM on the day the needs of the County are met. First round of consideration will be for applicants who submit their application by Thursday, May 3, 2018.


HEALTH CARE AGENCY:

The  County of Orange,  Health Care Agency is a dynamic organization dedicated to creating and supporting an environment that promotes the achievement of optimal individual, family and community health. Under the direction of the Agency Director, an executive team with an organizational structure comprised of five service areas - Administrative and Financial, Behavioral Health, Correctional Health, Regulatory and Medical Services, and Public Health is committed to meeting the health needs of the diverse Orange County community.


THE OPPORTUNITY:

The current vacancy is within Behavioral Health Services, Public Guardian Program. The Sr. Deputy Public Guardian is a key position providing court investigations and case management services for complex cases involving trusts and properties. This is a lead position with higher responsibilities such as acting as a back-up supervisor, providing training, presentations, creating desk procedures or other resource documents with supervisor approval.

The Office of the Public Guardian is dedicated to the physical and financial safety of persons unable to do so on their own that are conserved when there are no viable alternatives to public conservatorship. The Superior Court determines whether a conservatorship should be established, involving a court process that includes petitioning the court and notifying the proposed conservatee and his or her family of the proceedings. A conservatorship is only established as a last resort through a formal hearing. The Court can appoint the Public Guardian as a conservator of the person only, estate only (for probate) of both person and estate.

MAJOR DUTIES AND RESPONSIBILITIES:
  • Conducting Lanterman-Petris-Short (LPS) and probate case investigations and administration
  • Consulting with County Counsel to interpret sections of State and Federal regulations, Welfare and Institution and Probate Codes pertaining to Public Guardian program matters
  • Developing, reviewing, and monitoring multiple, complex cases/projects and ensuring compliance with State and Federal regulations, Welfare and Institutions and Probate Codes, confidentiality laws, program policy, and funding source requirements
  • Making presentations to Adult Protective Services (APS), external business partners, care providers, and other outside groups to explain Public Guardian programs
  • Providing guidance, training and assistance to lower deputy staff in complex, sensitive, and difficult cases
  • Attend court as Public Guardian representative/court officer or testifying on matters related to conservatee or litigation related to estates and other legal matters
  • Marshalling assets when necessary
  • Providing case Administration of complex Trusts and conservatorships
  • Managing estate real and personal property including completing all required actions in property management and sales.
  • Assessing cases and utilizing the most appropriate community and welfare resources to provide effective conservatorship services
  • Acting as lead Deputy in a unit and serving as acting supervisor in the absence of the regular supervisor

DESIRABLE QUALIFICATIONS & CORE COMPETENCIES: 

The ideal candidate will possess a Bachelor's Degree or higher from an accredited college in Social Sciences, Behavioral Sciences, Business Administration, Accounting, or a related field, and will have two years of demonstrated experience as a Deputy Public Guardian II and at least five (5) years of experience providing court investigations for cases involving trusts, investment assets and managing real property. The ideal candidate will also have the ability to interpret and apply the Omnibus Clause, Prudent Rule, Financial Industry Regulatory Authority and the Uniform Investor Act which includes the Certificate of Authority and the duties and powers associated with trusts. He/she will also have the ability to maintain appropriate education and professional certification as a Deputy Public Guardian or Conservator as required by California State Association of Public Administrators, Public Guardians, and Public Conservators. A California Real Estate Brokers License is desirable.

In addition, the ideal candidate will demonstrate knowledge and experience in the following competencies:

Technical Expertise (Public Guardian/Conservatorship)
  • Understanding and applying Health Insurance Portability and Accountability Act (HIPAA) and Personal Health Information (PHI) laws and regulations
  • Preparing reports, written correspondence, and/or investigations to internal and external audiences
  • Reviewing trusts documents, making decisions to invest or liquidate per the terms of the trusts and estate needs
  • Interviewing multiple partners to gain knowledge and background information to advocate for the well-being of the client and ensuring services, including medical, psychiatric, and placement
  • Working with a variety of adult clients, including those with physical, mental or developmental disabilities
  • Acting as a liaison on behalf of clients and appearing in court when needed
  • Understanding and applying basic Welfare and Institution and Probate Codes for California
  • Handling estate and finances of conservatee, including paying bills, closing financial accounts, establishing or administering trusts, and accommodating needs of the client
  • Understanding and applying business arithmetic and legal terminology
Sound Judgment/Analysis and Problem Solving
  • Reviewing and analyzing reports to be presented to the court, identifying problems, developing resolutions, and making recommendations
  • Reviewing and assessing pertinent and complex case information/developments and conservatee needs to determine and pursue an appropriate course of action in compliance with departmental policy and governing regulations/laws
  • Managing and monitoring a caseload and taking timely and effective actions to meet deadlines, court demands and conservatee personal and estate needs despite competing priorities
  • Reporting suspicious behavior and circumstances as a mandated reporter
Leadership Skills
  • Providing training to lower deputy staff on investigations, court report writing, general case management, and other related subjects
  • Serving as a key participant in meetings and trainings
  • Making presentations to staff and leading group discussions
  • Providing directions to staff and performing duties as a back-up supervisor
Communication Skills
  • Documenting information in charts and files and preparing court reports
  • Providing timely, accurate, and concise informational updates to the Court Officer on cases appearing on the Probate or LPS court calendar
  • Writing timely, comprehensive, and accurate reports to remain in compliance with County, State and Federal guidelines
Collaboration and Conflict Resolution Skills
  • Collaborating with family members and medical providers on behalf of the client
  • Establishing and maintaining effective working relationships with co-workers, clients, business partners, and the public
  • Understanding and applying the ethics of collaborative conflict resolution

MINIMUM QUALIFICATIONS & PHYSICAL, MENTAL, ENVIRONMENTAL AND WORKING CONDITIONS: 

Click here for a complete classification description and minimum qualifications, including Physical and Mental Requirements and Environmental and Working Conditions, for Sr. Deputy Public Guardian.


THE RECRUITMENT PROCESS

Human Resource Services (HRS) screens all applications to identify the candidates who meet the minimum qualifications. After screening, candidates who meet the minimum qualifications will be referred to the next step in the recruitment process. All candidates will be notified via email of all procedures applicable to their status in competition.

Structured Oral Interview | Oral Exam (Weighted 100%)
Candidates will be interviewed and rated by a panel of job knowledge experts. Each candidate's rating will be based on responses to a series of structured questions designed to elicit the candidate's qualifications for the job.

Based on the County's needs, the selection procedures listed above may be modified. Candidates will be notified of any changes in the selection procedures.

The Eligible List
Once the assessments have been completed, HRS will establish an eligible list of candidates. Candidates placed on the eligible list may be referred to a selection interview to be considered for present and future vacancies.

Duties


EMAIL NOTIFICATION:

Email is the primary form of notification during the recruitment process. Please ensure your correct email address is included in our application and use only one email account.

NOTE: User accounts are established for one person only and should not be shared with another person. Multiple applications with multiple users may jeopardize your status in the recruitment process for any positions for which you apply.

Candidates will be notified regarding their status as the recruitment proceeds via email through the GovernmentJobs.com site. Please check your email folders, including spam/junk folders, and/or accept emails ending with "governmentjobs.com" and "ocgov.com." If your email address should change, please update your profile at www.governmentjobs.com.

FREQUENTLY ASKED QUESTIONS:

Click here for additional Frequently Asked Questions.

QUESTIONS: 

For specific information pertaining to this recruitment, please contact Andi Aguilar at (714) 834-2598 or aaguilar@ochca.com

Qualifications


Orange County, as an equal employment opportunity employer,
encourages applicants from diverse backgrounds to apply.

Orange county Footer - 26Dec24

Administrative Management

In addition to the County's standard suite of benefits -- such as a variety of health plan options, sick and vacation time and paid holidays -- we also offer an excellent array of benefits such as:

  • Retirement: Benefits are provided through the Orange County Employees' Retirement System (OCERS)


    Please go to the following link to find out more about Defined Benefit Pensions and OCERS Plan Types/Benefits.

    http://www.ocers.org/member_active/county_intro.htm.

  • Paid Leave: Twelve holidays per year plus sick and vacation time.
  • Health & Dependent Care Reimbursement Accounts
  • Dental Insurance: County pays 100% of employee and dependent premiums.
  • Paid Life Insurance: $100,000 life insurance policy
  • Paid Accidental & Death and Dismemberment Insurance: $100,000 AD&D insurance policy
  • Paid Short & Long Term Disability insurance programs
  • 457 Defined Contribution Program


Click here to view the Orange County Employee Benefits Home Page.



Click here for Benefits Summary Information.

01
Please select the option that best describes your qualifications for the position.
  • I have at least one year of experience as a Deputy Public Guardian I or II, Deputy Public Administrator I or II, or equivalent AND at least 2 years of experience that demonstrates possession of the required knowledge and abilities listed as minimum qualifications.
  • I have less than one year of experience as a Deputy Public Guardian I or II, Deputy Public Administrator I or II, or equivalent AND less 2 years of experience that demonstrates possession of the required knowledge and abilities listed as minimum qualifications.
  • I have no experience.
02
Please describe your experience, as well as the number of years, as a Deputy Public Guardian I or II, Deputy Public Administrator I or II or equivalent. Please also include your experience, as well as the number of years and organization where you gained the knowledge and abilities listed in the minimum qualifications.
03
Please select the option that best describes your education.
  • A Bachelor's degree or higher in the Social Sciences, Behavioral Sciences, Business Administration, Accounting or a closely related field.
  • I have an Associate's degree in the Social Sciences, Behavioral Sciences, Business Administration, Accounting or closely related field.
  • I have some college coursework in the Social Sciences, Behavioral Sciences, Business Administration, Accounting or closely related field.
  • I have a degree or college coursework in an unrelated area.
  • I have do not have a degree or any college coursework in the Social Sciences, Behavioral Sciences, Business Administration, Accounting or closely related field.
04
Please select the option that best describes your experience.
  • I have 5 years or more of experience providing court investigations for cases involving trusts, investment assets and managing real property.
  • I have more than 3 years but less than 5 years of experience providing court investigations for cases involving trusts, investment assets and managing real property.
  • I have more than 1 year but less than 3 years of experience providing court investigations for cases involving trusts, investment assets and managing real property.
  • I have no experience providing court investigations for cases involving trusts, investment assets and managing real property.
05
Please describe in detail your experience, number of years and organization where you gained experience in providing court investigations for cases involving trusts, investment assets and managing real property.
06
Do you possess a California Real Estate Broker License? If so, please provide your California Real Estate Broker License number.
07
Describe your experience conducting Lanterman-Petris-Short (LPS) and PROBATE case investigation and administration. Include in your response your experience with LPS and PROBATE codes.

* Required Question

Employer
Orange County
Department-xx
Health Care Agency
Address
Test Dept Address1
Dept Address2
Orange County, California, 12121
Phone
4049166220

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