OCERS
Estate Administration Specialist II
OCERS, Santa Ana, California, United States, 92725
Estate Administration Specialist IIIn addition to performance-based merit increases, this position is scheduled to receive salary range increases on the following dates: Effective June 27, 2025 – 4.00% increase.This recruitment will establish an open eligible Estate Administration Specialist II list. This list will be used to fill an immediate vacancy with the Office of 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 be open for a minimum of five (5) business days and will remain open continuously until 11:59 p.m. (PST) on the day the County's needs are met. Qualified candidates are encouraged to apply immediately, as the deadline to apply for the first round of consideration will be on August 28, 2024 at 5:00 PM (PST).
THE AGENCYThe
County of Orange ,
Health Care Agency (HCA)
is a dynamic organization dedicated to creating and supporting an environment that promotes the achievement of optimal individual, family, and community health. Under the leadership of the Agency Director, a dynamic executive team with an organizational structure comprised of five (5) service areas - Specialized Medical Services, Behavioral Health Services, Correctional Health Services, Medical Health Services, and Public Health Services - is committed to meeting the health needs of the diverse Orange County community.
PUBLIC GUARDIANThe
Office of the Public Guardian (PG)
is dedicated to the physical and financial safety of persons unable to do so on their own who 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), or both person and estate.
THE OPPORTUNITY:The Estate Administration Specialist (EAS) II will provide clerical and investigative support functions to Deputy Public Guardian and case management support staff in managing decedent estates. The EAS II will also liaison with County Counsel attorneys and other legal staff members to ensure that all documents prepared for Court are reviewed for appropriate content. The duties of the EAS II include, but are not limited to the following:Assisting Deputy Public Guardians in the investigation of his/her cases and performing tasks necessary for the proper and efficient administration of their cases, which includes assisting the property manager and staff with clerical functions critical to the disposition of assets.Preparing case-specific documents to be submitted to County Counsel that are necessary to move Public Guardian cases expeditiously through the Lanterman-Petris-Short and Probate process and to meet statutory deadlines to avoid court citations and surcharges.Submitting benefit applications on behalf of clients (SSA/SSI, Medi-Cal).Preparing legal documents and correspondence.Supporting Public Guardian Deputies with legal, procedural, and administrative details.Establishing and maintaining estate files.Recording information on spreadsheets and software systems.Informing deputies of deadlines.Receiving telephone calls and answering questions in the absence of professional staff.Assisting with case management on active and terminated cases, including scanning case documents.Driving a personal vehicle for work-related activities (mileage reimbursement available).Performing various administrative tasks as assigned.
DESIRABLE QUALIFICATIONSThe ideal candidate will possess at least one (1) year of experience in a public assistance, benefits, financial, medical, real estate, or legal field.In addition, the ideal candidate will possess the abilities and/or knowledge in the following core competencies:
Professional & Technical ExpertiseKnowledge of filing systems.Knowledge of forms and documents pertaining to estate administration.Knowledge of application for assistance programs (e.g., Social Security, Medi-Cal, Medicare, 5510 form, Veteran's Benefits).Working experience and knowledge of financial, medical, real estate, or legal terminology.Working experience and knowledge of the public assistance field.Working experience and knowledge of probate practices and procedures.Knowledge of codes governing conservatorship and estate administration.Advanced proficiency in Microsoft Office Programs (e.g., Excel, Outlook, and Word).
Critical Thinking | Decision Making & Analytical SkillsInterpreting and applying general rules and regulations pertaining to complex benefit issues.Effectively identifying issues and appropriate solutions and seeking input from management when necessary.Strong critical thinking and problem-solving skills.Excellent planning and time management and client-facing skills.High level of personal integrity with the ability to professionally handle confidential matters and apply an appropriate level of judgement.
Oral Communication | Informing | ListeningInteracting with a variety of internal and external stakeholders in a professional and courteous manner.Greeting clients and referring them to appropriate staff.Handling difficult phone calls, conversations, and interviews effectively with tact, professionalism, and diplomacy.Listening effectively and clarifying information as needed.Maintaining confidential information.
MINIMUM QUALIFICATIONSClick
here
for a complete classification description and minimum qualifications, including Physical and Mental Requirements and Environmental and Working Conditions, for Estate Administration Specialist II.
RECRUITMENT PROCESSHuman Resource Services (HRS) will screen all application materials to identify qualified applicants. After screening, qualified applicants will be referred to the next step in the recruitment process. All applicants will be notified via email of their status in the process.
Application Screening (Refer/Non-Refer)Applications and supplemental responses will be screened for qualifications that are highly desirable and most needed to successfully perform the duties of this job. Only those applicants that meet the qualifications as listed in the job bulletin will be referred to the next step.
Online Assessment (Weighted 100%)Applicants whose experience and education appear to best meet the needs of the department will be invited to participate in an online multiple choice examination. Only the applicants who receive the highest score on the assessment will be referred to the eligible list.
Based on the Department's needs, the selection procedures listed above may be modified. All candidates will be notified of any changes in the selection procedure.
Eligible ListOnce the assessment has 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.
Veterans Employment PreferenceThe County is committed to providing a mechanism to give preferential consideration in the employment process to veterans and their eligible spouses and will provide eligible participants the opportunity to receive interviews in the selection process for employment and paid internship openings. Please click
here
to review the policy.
Please see below for important information regarding COVID-19 related requirements.Effective April 3, 2023, it is strongly recommended that County employees working in health care settings and correctional facilities follow vaccination and booster guidelines provided by the California Department of Public Health (CDPH) and the Centers for Disease Control and Prevention (CDC). Please click
here
to see the latest guidance for more details.
Email NotificationEmail 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 QuestionsClick
here
for additional Frequently Asked Questions. For specific information pertaining to this recruitment, please contact
Mariah Cuellar
at
(714) 834-3179
or
mcuellar@ochca.com .
Orange County, as an equal employment opportunity employer, encourages applicants from diverse backgrounds to apply.
#J-18808-Ljbffr
THE AGENCYThe
County of Orange ,
Health Care Agency (HCA)
is a dynamic organization dedicated to creating and supporting an environment that promotes the achievement of optimal individual, family, and community health. Under the leadership of the Agency Director, a dynamic executive team with an organizational structure comprised of five (5) service areas - Specialized Medical Services, Behavioral Health Services, Correctional Health Services, Medical Health Services, and Public Health Services - is committed to meeting the health needs of the diverse Orange County community.
PUBLIC GUARDIANThe
Office of the Public Guardian (PG)
is dedicated to the physical and financial safety of persons unable to do so on their own who 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), or both person and estate.
THE OPPORTUNITY:The Estate Administration Specialist (EAS) II will provide clerical and investigative support functions to Deputy Public Guardian and case management support staff in managing decedent estates. The EAS II will also liaison with County Counsel attorneys and other legal staff members to ensure that all documents prepared for Court are reviewed for appropriate content. The duties of the EAS II include, but are not limited to the following:Assisting Deputy Public Guardians in the investigation of his/her cases and performing tasks necessary for the proper and efficient administration of their cases, which includes assisting the property manager and staff with clerical functions critical to the disposition of assets.Preparing case-specific documents to be submitted to County Counsel that are necessary to move Public Guardian cases expeditiously through the Lanterman-Petris-Short and Probate process and to meet statutory deadlines to avoid court citations and surcharges.Submitting benefit applications on behalf of clients (SSA/SSI, Medi-Cal).Preparing legal documents and correspondence.Supporting Public Guardian Deputies with legal, procedural, and administrative details.Establishing and maintaining estate files.Recording information on spreadsheets and software systems.Informing deputies of deadlines.Receiving telephone calls and answering questions in the absence of professional staff.Assisting with case management on active and terminated cases, including scanning case documents.Driving a personal vehicle for work-related activities (mileage reimbursement available).Performing various administrative tasks as assigned.
DESIRABLE QUALIFICATIONSThe ideal candidate will possess at least one (1) year of experience in a public assistance, benefits, financial, medical, real estate, or legal field.In addition, the ideal candidate will possess the abilities and/or knowledge in the following core competencies:
Professional & Technical ExpertiseKnowledge of filing systems.Knowledge of forms and documents pertaining to estate administration.Knowledge of application for assistance programs (e.g., Social Security, Medi-Cal, Medicare, 5510 form, Veteran's Benefits).Working experience and knowledge of financial, medical, real estate, or legal terminology.Working experience and knowledge of the public assistance field.Working experience and knowledge of probate practices and procedures.Knowledge of codes governing conservatorship and estate administration.Advanced proficiency in Microsoft Office Programs (e.g., Excel, Outlook, and Word).
Critical Thinking | Decision Making & Analytical SkillsInterpreting and applying general rules and regulations pertaining to complex benefit issues.Effectively identifying issues and appropriate solutions and seeking input from management when necessary.Strong critical thinking and problem-solving skills.Excellent planning and time management and client-facing skills.High level of personal integrity with the ability to professionally handle confidential matters and apply an appropriate level of judgement.
Oral Communication | Informing | ListeningInteracting with a variety of internal and external stakeholders in a professional and courteous manner.Greeting clients and referring them to appropriate staff.Handling difficult phone calls, conversations, and interviews effectively with tact, professionalism, and diplomacy.Listening effectively and clarifying information as needed.Maintaining confidential information.
MINIMUM QUALIFICATIONSClick
here
for a complete classification description and minimum qualifications, including Physical and Mental Requirements and Environmental and Working Conditions, for Estate Administration Specialist II.
RECRUITMENT PROCESSHuman Resource Services (HRS) will screen all application materials to identify qualified applicants. After screening, qualified applicants will be referred to the next step in the recruitment process. All applicants will be notified via email of their status in the process.
Application Screening (Refer/Non-Refer)Applications and supplemental responses will be screened for qualifications that are highly desirable and most needed to successfully perform the duties of this job. Only those applicants that meet the qualifications as listed in the job bulletin will be referred to the next step.
Online Assessment (Weighted 100%)Applicants whose experience and education appear to best meet the needs of the department will be invited to participate in an online multiple choice examination. Only the applicants who receive the highest score on the assessment will be referred to the eligible list.
Based on the Department's needs, the selection procedures listed above may be modified. All candidates will be notified of any changes in the selection procedure.
Eligible ListOnce the assessment has 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.
Veterans Employment PreferenceThe County is committed to providing a mechanism to give preferential consideration in the employment process to veterans and their eligible spouses and will provide eligible participants the opportunity to receive interviews in the selection process for employment and paid internship openings. Please click
here
to review the policy.
Please see below for important information regarding COVID-19 related requirements.Effective April 3, 2023, it is strongly recommended that County employees working in health care settings and correctional facilities follow vaccination and booster guidelines provided by the California Department of Public Health (CDPH) and the Centers for Disease Control and Prevention (CDC). Please click
here
to see the latest guidance for more details.
Email NotificationEmail 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 QuestionsClick
here
for additional Frequently Asked Questions. For specific information pertaining to this recruitment, please contact
Mariah Cuellar
at
(714) 834-3179
or
mcuellar@ochca.com .
Orange County, as an equal employment opportunity employer, encourages applicants from diverse backgrounds to apply.
#J-18808-Ljbffr