County of Alameda

DESCRIPTION

Under direction, the Estate Manager-Investigator is responsible for the property of wards', conservatees' and decedents' estates which are under the jurisdiction of the Sheriff-Public Administrator or the Public Guardian-Conservator; may supervise clerical and investigative personnel in these functions; and does related work as required.

DISTINGUISHING FEATURES

The Estate Manager-Investigator reports to the Chief Deputy Public Administrator or the Chief Assistant Public Guardian-Conservator. The incumbent of this position investigates estates in probate; assists with property management; is responsible for the security of all real property which belongs to estates controlled by the departments; and is responsible for the inventory, security and disposition of all personal and real property which belongs to estates controlled by the departments. The Estate Manager-Investigator provides functional supervision for Coroner's Investigators, or field supervision for Assistant Public Guardian-Conservators, and may supervise clerical personnel when they are performing duties related to property management and estate administration.

EXAMPLES OF DUTIES

NOTE: The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Each individual in the classification does not necessarily perform all duties listed.

1. Locates and marshals personal property; arranges for inventory, security, appraisal, and auctions of personal property held in trust by the Sheriff-Public Administrator or Public Guardian-Conservator; maintains current inventories of each estate; arranges for proper storage of property; selects items for auction; posts notices; collects proceeds of auctions for estates.

2. Investigates cases referred to the Public Guardian-Conservator or Sheriff-Public Administrator; releases cases to private administrators or initiates legal process if retained; releases assets under the provisions of the Probate Code.

3. Arranges for the security, sale, rental, and/or maintenance of real property; collects rents; stores and arranges for the sale of personal property; applies for insurance and other death benefits.

4. Secures estimates for repair of property; prepares required detailed reports relating to the collection, management, and liquidation of assets of estates.

5. Works with heirs or friends of decedents to arrange funerals, and, in the absence of qualified or willing persons, makes funeral arrangements.

6. Enters and secures properties after break-ins; processes evictions; arranges for arrests of trespassers with the proper authorities.

MINIMUM QUALIFICATIONS

Either I

Experience:

The equivalent of two years of experience in the class of Coroner's Investigator I or Assistant Public Guardian-Conservator or a minimum of two years of investigative experience in the class of Deputy Sheriff II in the Alameda County classified service. (Non-classified includes District Attorney’s Office, Hospital Authority, and the Consolidated Courts.)

Or II

Experience:

The equivalent of three years of experience in the management, control, analysis or investigation of real and personal property and other financial resources for a public agency or financial institution.

License:

Possession of a valid California Motor Vehicle Operator's license is required.

NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination.

KNOWLEDGE AND SKILLS

NOTE: The level and scope of the following knowledge and abilities are related to duties listed under the "Examples of Duties" section of this specification.

Knowledge of:

• Provisions of the General Welfare and Institutions Code, Probate Code.
• Other laws affecting the work of the Sheriff-Coroner-Public Administrator/Public Guardian-Conservator.
• Practices and principles of supervision.
• Investigative techniques.
• Procedures used in determining evaluation of assets.
• Departmental policies and procedures.

Abilities:

• Written communication.
• Oral communication.
• Decision-Making.
• Analysis and Problem Solving.
• Planning and Organization.
• Management Control.
• Interpersonal Sensitivity.
• Adaptation to Stress.

CLASS SPEC HISTORY

HC:hh
Revised 3/l98l
HC:ab-8/31/84
HC:db-Revised and retitled
11/90
Old document: 0793h
New document: Jobspecs/8512
ys/3/01
CSC Date: 12/5/90

BENEFITS

Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being.  These benefits include but are not limited to*:

For your Health & Well-Being

• Medical – HMO & PPO Plans
• Dental – HMO & PPO Plans
• Vision or Vision Reimbursement
• Share the Savings
• Basic Life Insurance 
• Supplemental Life Insurance (with optional dependent coverage for eligible employees)
• Accidental Death and Dismemberment Insurance 
• County Allowance Credit
• Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services
• Employee Assistance Program

For your Financial Future

• Retirement Plan - (Defined Benefit Pension Plan)
• Deferred Compensation Plan (457 Plan or Roth Plan)

For your Work/Life Balance

• 12 paid holidays
• Floating Holidays
• Vacation and sick leave accrual
• Vacation purchase program
• Management Paid Leave**
• Catastrophic Sick Leave
• Group Auto/Home Insurance
• Pet Insurance
• Commuter Benefits Program
• Guaranteed Ride Home
• Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts)
• Employee Discount Program (e.g. theme parks, cell phone, etc.)
• Child Care Resources
• 1^st United Services Credit Union 

*Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement.  This provides a brief summary of the benefits offered and can be subject to change.

** Non-exempt management employees are entitled to up to three days of management paid leave. Exempt management employees are entitled to up to seven days of management paid leave.