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Deputy Public Administrator/Conservator Aide

Salary: $14.95-$18.25 hourly / $2,601-$3,175 monthly / Range: 4756

DEFINITION: Under close supervision, locates assets of deceased persons and conservatees of the Public Administrator/Public Guardian and administers, collects, stores and sells the inventory; and performs related duties as required.

EXAMPLES OF DUTIES:

1.

Locates and may interview relatives, neighbors, business associates and friends of clients to determine the social and financial backgrounds; investigates leads to assets and debts in order to recover and secure personal property of decedents or conservatees by examining wills; bank accounts, safe deposit boxes and property records; withdraws bank accounts and redeems securities;
2.

Secures appraisals of real and personal property; prepares and submits inventories of assets; collects, moves and stores inventories; prepares advertising and title documents of automobiles to be sold at auction; shows real property to be sold or rented; assists in and arranges for the sale, rental or repair of real and personal property or distribution of estate assets;
3.

Maintains supportive contact with clients and with relatives of decedents and conservatees; arranges for health, social and community services for clients;
4.

Keeps financial records of inventory, revenue and expenditures of the least complex conservatorship estates to insure the most appropriate expenditure of funds;
5.

Prepares legal documents and related correspondence;
6.

Prepares correspondence to title companies, heirs, appraisers, creditors, attorneys and representatives of public agencies about estates or conservatorships; keeps records of activities and prepares reports for Case Manager;
7.

Provides transportation for conservatees.

EMPLOYMENT STANDARDS:

1.

One year of experience in one or more of the following fields: bookkeeping, collections, asset investigation, bank trust work, property management, or human services; or
2.

a combination of training, education, and experience that is equivalent to the employment standard listed above and that provides the required knowledge and abilities.

Additional Requirements: Possession of a valid California Class C Driver's License is required at time of appointment.

Knowledge of: public and private community resources available for meeting needs of conservatees; basic arithmetic; financial recordkeeping; interviewing techniques; human behavior.

Ability to: communicate sensitively with clients who are frail elderly or mentally impaired, or who are under severe emotional stress; read and understand documents related to estate management such as bank records, promissory notes and contracts, deeds, rental receipts; read and apply laws and regulations related to estate administration; make logical decisions about the disposition of property or financial assets of clients; keep accurate financial records of assets; coordinate many projects simultaneously; plan and organize work and meet deadlines; write clearly, concisely, and accurately; perform basic math computations accurately.

SUPPLEMENTAL INFORMATION: Many of the essential functions of this class are characterized by demanding physical work, including but not limited to: cleaning out homes of deceased clients; organizing and inventorying client assets in a warehouse; frequent work in awkward positions, such as stooping, bending, and kneeling; driving a large lift-gate truck with a standard transmission; and moving, handling, and transporting heavy (50 lbs. or more) furniture and appliances.

Desirable Qualifications: Completion of college-level coursework in the social sciences, psychology, business administration, or accounting is desirable.

 



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