Under the direction of the Program Manager, the Senior Estate Investigator supervises units of Estate Investigators who perform a range of duties from investigation, coordination of health care, and finances for vulnerable individuals and individuals under conservatorship, and managing estates for deceased individuals. The Senior Estate Investigator may be assigned to any one or more of the division’s programs -- Public Administrator, Public Guardian, and/or Representative Payee Program and may supervise estate investigators in any of the three programs.
The Public Administrator oversees decedent estate administration for individuals without family or with whom the family cannot or is unwilling to manage the decedent estate
The Public Guardian oversees probate conservatorships and serves as the Conservator of the Person and Estate of an individual under conservatorship after appointment by SF Superior Court.
Under the Office of the Public Guardian, the Representative Payee Program is responsible for managing Social Security, VA, MediCare/MediCal, and other benefits/entitlements for vulnerable individuals.
This position is responsible for directing, monitoring, and overseeing the daily operations of the unit engaged in estate investigations, including assigning, supervising, training, and evaluating the work of Estate Investigators; advising professional staff on the more difficult aspects of the work and enforces adherence to established policies and procedures; and supervising and participating in the investigations and collection activities.
Essential Duties and Functions
According to Civil Service Commission Rule 109, the duties specified below are representative of the range of duties assigned to this job class and are not intended to be an inclusive list; may include additional duties as assigned.
1. Oversees daily program operations and functions of the units including policy and procedures, intake, staffing, supervision, performance, compliance, data, and quality and process improvement activities. Must be available to attend court or work after hours based on program needs.
2. Supervises units of 4230 Estate Investigators, including training, coaching, and supervising activities related to the management of finances and personal issues for individuals who may be under probate or mental health conservatorship or estates of deceased individuals.
3. Works collaboratively and strategically with internal partners such as management, planning, legal, and other staff to address compliance and complex issues as well as with external partners across systemic issues. Examples of activities include resolving placement and facility issues, creating and implementing a complex financial plan, assisting with level of care or end-of-life issues, or resolving lawsuits and complex estate matters for decedents)
4. May carry a limited caseload of complex issues and assist with caseloads as needed; Conducts investigations, property searches, in-person visits, and similar activities to support intake functions, case management, urgent situations, or other program needs.
6. Provides expertise and guidance on the effective management of the duties required to help vulnerable individuals such as: managing client finances and estate issues, coordinating care activities including placement and treatment, preparing and reviewing documentation, referrals, reports, data, and legal documents, and managing risk issues through critical thinking, discussion, mutual exploration of issues, and consensus building with care managers and stakeholders.
Location: San Francisco, CA
Posted: Oct. 27, 2024, 5:22 a.m.
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