Under direction, supervises and coordinates the work of staff providing ongoing case management or conducting intake investigations; and does related or other work as required in accordance with Rule 3, Section 3 of the Civil Service Rules.
CLASS CHARACTERISTICS
This is the first supervising level in the Deputy Public Guardian series. An incumbent of this class supervises and coordinates the work of assigned staff; assists the Public Guardian-Conservator in monitoring the fiscal and fiduciary management of client’s assets, including person property, real property, cash and other resources. This class is distinguished from the Chief Deputy Public Guardian in that the latter class performs management and supervisory work in planning, directing and overseeing the daily operations of the Public Guardian/Conservator’s Office.
TYPICAL DUTIES
Plans, organizes and supervises the daily work of staff responsible for recommending, implementing, managing and supporting public guardianship and conservatorship; assigns, reviews, evaluates, and trains staff.
Assists in monitoring the fiscal and fiduciary management of client assets, including personal property, real property, cash and other resources.
Screens, prioritizes, assigns, and balances incoming cases and other workload for assigned staff; coordinates scheduling and coverage.
Assists in the development of policies, programs and standards to ensure cost-effective, consistent, and equitable handling of conservatorship and guardianship matters, and compliance with applicable laws, codes and regulations.
Provides guidance to assigned staff; reviews and makes decisions regarding staff recommendations such as establishing conservatorship, difficult placement, health directives, end of life, and level of care decisions, budgeting of public benefits, documents prepared and related matters; performs case reviews and quality assurance.
Supervises and coordinates court calendar and preparation of court documents; attends court hearings, as needed; provides expert testimony on matters related to public conservatorship and guardians.
Plans, conducts and/or participates in a variety of meetings and interviews; works with other departments, external agencies, clients, and families.
Prepares, maintains and/or reviews a variety of reports, records, documentation, forms and correspondence related to public guardian/conservator activities.
MINIMUM QUALIFICATIONS
EITHER PATTERN I
Experience: One year as a Deputy Public Guardian II in San Joaquin County service.
OR PATTERN II
Education: Graduation from an accredited college or university preferably with a degree in the social or behavioral sciences or closely related field.
Experience: Three years of progressively responsible experience performing social casework, investigation of probate, criminal or civil matters or experience managing the personal finances of multiple clients, including one year as a conservator or trustee for multiple clients.
AND
Certification: Effective July 1, 2008, must be certified through the California State Association of Public Administrators, Public Guardians, and Public Conservators within four (4) years of appointment under the standards and certification requirements set forth by the PAPGPC and maintain certification while employed in the Public Guardian/Conservator Office.
License: Possession of a valid California driver’s license.
Special Requirement: Must be able to pass a State of California background check.
KNOWLEDGE
Principles and practices of supervision and training; obligations of Guardian/Conservator; pertinent laws, regulations and ordinances governing conservatorship and sub payees; basic investigative procedures; interviewing techniques; basic computer and modern office automation technology relevant to department operations; general financial management and record keeping principles; basic psychological and physiological disorders; common medical and social problems associated with handicapped or incompetent persons; general report writing procedures.
ABILITY
Direct, train and supervise staff; read, understand, and interpret job related material, including the Probate Code, the Lanterman-Petris-Short Act, and the Welfare and Institutions Code; establish and maintain effective working relationships with clients, the general public, and representatives of other agencies; analyze and evaluate medical, legal, and financial information; operate basic computer and modern office automation technology, including pertinent software; communicate effectively, both orally and in writing; maintain records and reports.
PHYSICAL/MENTAL REQUIREMENTS
Mobility-Operating a data entry device; sitting for long periods, walking; occasional standing, pushing, pulling, bending, squatting, climbing; Lifting-Frequently 5 pounds or less; occasionally 5 to 30 pounds; Vision-Constant good overall vision and reading/close-up work; Dexterity-Normal dexterity with frequent writing and repetitive motion; Hearing/Talking-Frequent hearing of normal speech, hearing/talking on the telephone, talking in person; Emotional/Psychological-Normal concentration and decision making; frequent public contact; occasional public speaking; occasional exposure to emergency situations, trauma, grief or death; occasional working alone; Special Requirements-May require working weekends/nights/overtime; Environmental Conditions-Occasional exposure to varied weather conditions.
San Joaquin County complies with the Americans with Disabilities Act (ADA) and, upon request, will consider reasonable accommodations to enable individuals with disabilities to perform essential job functions.
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