Friday, April 27, 2018

Estate Investigator

Recruitment #16-8500-01



THIS IS A NEW ASSEMBLED EXAMINATION.  The eligible list resulting from this examination will cancel any existing list and may last approximately one year, but can be extended.  Applications must be in the possession of the Human Resource Services Department by 5:00 p.m. on the Last Day for Filing.  Applications will only be accepted on-line.

Alameda County Social Services Agency is recruiting for the position of Estate Investigator.

Supplemental Questionnaire:  A properly completed Supplemental Questionnaire must be submitted with each application.  Applications and Supplemental Questionnaires must be in the possession of the Human Resource Services Department by 5:00 p.m. on the Last Day for Filing. Failure to submit the Supplemental Questionnaire will result in disqualification.


Under direction, the Estate Investigator is responsible for assisting in the technical work required to secure and safeguard property of decedent and conservatorship estates, which are under the jurisdiction of the Public Administrator/Public Guardian-Conservator.


Positions in the Estate Investigator class report to the Chief Deputy Public Administrator or Chief Assistant Public Guardian-Conservator and are distinguished from the Chief Deputy Public Administrator and Chief Assistant Public Guardian-Conservator in that the latter classifications have management responsibility within the Public Administrator/Public Guardian-Conservator Office and for the supervision of all staff assigned thereto. Positions in the Estate Investigator class are responsible only for management of the assets and affairs of estates that are specifically assigned them for disposition by the Chief Deputy Public Administrator or Chief Assistant Public Guardian-Conservator. The Estate Investigator is distinguished from the Assistant Public Guardian conservator in that the Estate Investigator is responsible for matters regarding the safeguarding of decedents and conservatorship estates while the primary focus of Assistant Public Guardians is on managing the estates of conservatees and the social working aspects associated with conservatees.

The ideal candidate will possess a combination of the following skills and qualities to ensure success:


  • Excellent oral and written communication skills, with a demonstrated ability to prepare written reports and records in a clear, concise manner.
  • Outstanding analytical skills, with a demonstrated ability to think logically and arrive at sound conclusions. 
  • Exceptional organizational skills, including the ability to prioritize tasks and accomplish multiple projects simultaneously, take prompt action to achieve objectives as well as identify issues as they arise and address them proactively.
  • High integrity, social responsibility and compassion ensuring that all customers are served with dignity and respect.
  • Ability to work well under pressure; maintaining a calm and professional performance while operating under time constraints, working in undesirable environments, and interacting with individuals who are experiencing crisis.
  • Physical ability to safely lift and/or move heavy objects and climb stairs.


In order to participate in the examination process, applicants must qualify through the following pattern:


Possession of a Bachelor’s degree from an accredited college or university, with a major in public administration, business administration, accounting, or a closely related field; AND


The equivalent of two years of full time paraprofessional level experience investigating, analyzing, managing or controlling real and personal property and other financial resources for a public agency or a financial institution. (An additional two years of such experience may be substituted for the required degree.)


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

Special Requirements:

1. A thorough background investigation will be conducted of all prospective Estate Investigators to ensure they are suitable for this line of work.

2. Estate Investigators are generally assigned to work day shifts, however, incumbents may be required to work evenings, nights, weekends and holidays.

3. Physical ability to lift and/or move heavy/bulky objects weighing up to 75 pounds and remove them using acceptable removal techniques.

4. Physical ability to climb stairs.

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


The most suitably qualified candidates will possess the following competencies:

Knowledge of:

• Provisions of the California Welfare and Institutions Code, Probate Code applicable to the duties of the class.
• Other laws affecting the work of the Public Administrator/Public Guardian-Conservator.
• Basic principles, practices and methods used in estate and financial investigations.
• Credit collection and investigative principles and practices.
• Basic methods of conducting a title search.
• Investigative techniques.
• Basic accounting practices.
• Procedures used in determining valuation of assets.
• Departmental policies and procedures.

Ability to:

• Communicate clearly and effectively both orally and in writing.
• Establish and maintain effective working relationships with staff, other personnel, the public, contractors and representatives of other agencies.
• Maintain records and prepare reports and correspondence.
• Effectively adapt to changing policies and procedures.
• Understand legal documents such as liens, documents of ownership and encumbrances.
• Work under pressure and in undesirable environments with exposure to noxious odors.
• Deal effectively with individuals in emotional or stressful situations.


THE EXAMINATION WILL CONSIST OF the following steps: 1) A review of candidates' applications to verify possession of minimum requirements. Those candidates who possess the minimum requirements for the class will move on to the next step in the examination process. 2) A review of candidates’ Supplemental Questionnaires to determine the best qualified applicants to continue in the next step in the examination process. 3) An oral interview which will be weighted as 100% of the candidate's final examination score. The oral interview may contain situational exercises. CANDIDATES MUST ATTAIN A QUALIFYING RATING ON EACH PORTION OF THIS EXAMINATION. We reserve the right to make changes to the announced examination components.

Alameda County utilizes a Civil Service Selection System founded on merit. Such a system is competitive and based on broad recruitment efforts and equal opportunity for qualified applicants to test in an examination process designed to determine the qualifications, fitness and ability of competitors to perform duties of the vacant position. Many of our recruitments are targeted and specific to the needs of a current vacant position, in which case, the eligible list may be exclusively used for that current vacant position. Other recruitments many be more broadly used for both current and future vacancies, or for other alternate jobs with comparable scopes of work.

To learn more about our recruitment and selection process, please visit the “What You Need to Know” section of our website,

Selection Plan

Applicants will be informed via e-mail with reasonable notice in advance of any examination process which will require their attendance. The following dates are tentative and subject to change based on the needs of the Agency:



Deadline for Filing:

Review of Minimum Qualifications:

Review for Best Qualified:

Oral Interviews:



5:00 p.m., January 17. 2017 

 January 31, 2017 

completed by February, 26, 2017 

  March 16, 2017




Alameda County and the Human Resource Services Department will make reasonable efforts in the examination and/or selection process to accommodate qualified individuals with disabilities and/or medical conditions in accordance/compliance with the State Fair Employment and Housing Act (FEHA), Federal Americans with Disabilities Act (ADA) Alameda County’s Reasonable Accommodation Policy and applicable statues.  To request an accommodation due to a disability/medical condition during this or other phases of the examination/selection process, please contact the assigned Human Resources Representative listed on the job announcement before the last date of filing. Alameda County requires applicants to provide supporting documentation to substantiate a request for reasonable accommodation. In order to qualify for a reasonable accommodation, applicants must have a disability/medical condition pursuant to the ADA, FEHA and applicable statues.

For more information regarding our Reasonable Accommodation procedures, please visit our website,


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 & Welfare Benefits

  • Medical – HMO & PPO Insurance
  • Dental – PPO & DHMO Insurance  
  • Vision
  • Basic Life Insurance 
  • Supplemental Life Insurance (with optional dependent coverage) 
  • County Allowance
  • Health Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Accident, Critical Illness & Hospital Indemnity
  • Long Term Care Insurance
  • Employee Assistance Program

For your Financial Future

  • Short-term Disability Insurance
  • Long-Term Disability Insurance
  • Retirement Plan – (Defined Benefit Pension Plan)
  • Deferred Compensation Plan

For your Work/Life Balance

  • 11 paid holidays
  • Vacation and sick leave accrual
  • Vacation purchase program
  • Management Paid Leave**
  • Group Auto/Home
  • 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
  • 1st 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.


All notices related to County recruitments for which you have applied will be sent/delivered via email. Please add and as accepted addresses to any email blocking or spam filtering program you may use. If you do not do this, your email blocking or spam filtering program may block receipt of the notices regarding your application for recruitments. You are also strongly advised to regularly log into your County of Alameda online application account to check for notices that may have been sent to you. All email notices that will be sent to you will also be kept in your personal online application account. You will be able to view all of your notices in your online application account by clicking on the "My applications" button on the Current Job Openings page.

Please take the steps recommended above to ensure you do not miss any notices about a recruitment for which you have applied. The County of Alameda is not responsible for notices that are not read, received or accessed by any applicant for a County recruitment.

NOTE: All notices are generated through an automated email notification system. Replies to the email box are routed to an unmonitored mailbox. All notices are generated through an automated email notification system. Replies to the email box are routed to an unmonitored mailbox. If you have questions please go to our website at You may also contact the Human Resources Analyst listed on the job announcement for the recruitment for which you have applied.

Ione Bell, Human Resources Analyst II
Human Resource Services, County of Alameda



Alameda County is an Equal Opportunity Employer