AMENDED AND EXTENDED FOR INFORMATIONAL PURPOSES ONLY

This announcement has been amended and extended to reflect changes with the Job Announcement deadline and job description. Applicants who already applied under Recruitment CBT-4230-X00019 during the filing period January 23, 2023 through January 26, 2023 need not reapply and will be included in the applicant pool.

1/26/23: Extended announcement deadline to February 9, 2023

THIS IS A CITYWIDE EXAM

San Francisco is a vibrant and dynamic city, on the forefront of economic growth & innovation, urban development, arts & entertainment, as well as social issues & change. This rich tapestry of culture and ideas is sustained by our City's commitment to heighten the quality of life for the diverse population of San Franciscans and residents of the greater Bay Area. Our employees play an important role not only in making our City what it is today, but also in shaping the future of San Francisco.

• Application Opening – January 23, 2023
• Application Deadline – February 6, 2023; February 9, 2023
• Compensation: $93,678 - $113,880 Yearly 4230-Estate Investigator | City and County of San Francisco (sf.gov)
• List ID: CBT-4230-X00019, REF21591V

At the San Francisco Human Services Agency, we believe in a San Francisco where everyone has the opportunity and support to achieve their full potential. We are comprised of the Department of Benefits and Family Support, and the Department of Disability and Aging Services, and are united by our commitment to deliver essential services that support and protect people, families, and communities.

From financial, nutritional and employment support to child and adult protective services, health care coverage, affordable childcare, and in-home services for older adults and persons with disabilities, our team lends support for all in need.

Our Commitment to Racial Equity

As we work towards our vision of an inclusive San Francisco, we embrace our responsibility to root out systemic racism by creating services and a workforce which reflect the lived experiences and strengths of the people we serve. We are committed to fostering a work environment where our differences are celebrated and everyone has what they need to thrive-no matter their race, age, ability, gender, sexual orientation, ethnicity, or country of origin. Click here to learn more about what this commitment looks like in action.

Under general supervision, the Estate Investigator performs responsible investigative work in connection with the locating, inventory and preservation of assets of estates coming under the jurisdiction of the public administrator; and performs related duties as required. Requires responsibility for carrying out, explaining and enforcing policies and procedures of the public administrator's office relative to estate matters; personal contacts with friends and relatives of the deceased, business and professional people, government officials and the general public; preparing important legal and financial records concerning the collection and disposition of property; handling property and large sums of money.

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 code/class and are not intended to be an inclusive list.

Position Description for Deputy Public Guardian Estate Investigator

The Estate Investigator/Deputy Public Guardian serves as the Conservator of the Person and Estate of a conservatee and is the advocate of the conservatee's interests. Under general supervision, the Estate Investigator/Deputy Public Guardian coordinates personal care for persons under conservatorship (conservatees) and is responsible for the finances of the conservatee.

Essential functions include:

• Coordinating the care of the conservatee, including the arrangement of placement and treatment, managing the income and assets of the conservatee.
• Marshaling assets of the conservatee (may include managing/selling real estate, investment accounts, retirement accounts, stocks and bonds, bank accounts, and other property of value).
• Visiting the conservatee at least quarterly.
• Serving as the decision maker in medical and end-of-life decision-making for the conservatee.
• Making placement/level of care decisions; applying for and maintaining benefits.
• Reviewing and approving payment of monthly and/or periodic bills.
• Works with the Public Guardian's legal staff.
• Prepares reports for the Superior Court.

Incumbents in this position will occasionally work in areas such as conservatee's homes, that have bad odors, pest infestations, garbage and other refuse, and similar unpleasant conditions.

This position involves working with family members, case managers, outside agencies and other members of the public in stressful situations.

Incumbents may be required to lift and carry household goods weighing up to 60 pounds up and down stairs.

Position Description for Deputy Public Administrator Estate Investigator

Under general supervision, the Estate Investigator/Deputy Public Administrator performs investigative work related to the financial and fiduciary responsibilities of the Public Administrator. Responsible for carrying out, explaining and enforcing policies and procedures of the Public Administrator's office relative to estate matters; making personal contacts with friends and relatives of the deceased, business and professional people, government officials and the general public; arranging disposition of the body with mortuaries.

Essential functions may include:

• Investigating and administering estates of decedents.
• Finding and collecting assets of the estate.
• Reviewing, investigating, paying claims of creditors against estates.
• Interviewing witnesses.
• Performing genealogical research.
• Locating heirs, and distributing assets.
• Coordinating with vendors, such as appraisers, liquidators, mortuaries.
• Managing real estate of the estate.
• Removing items for safe keeping from residence.
• Conducting personal property estate sales.
• Liquidating investments, including stocks, bonds, and annuities.
• Working closely with legal staff, accountants, and real estate professionals to ensure the timely and accurate performance of various duties in compliance with California law and Public Administrator policies and procedures.

Incumbents in this position will occasionally work in areas such as conservatee's homes, that have bad odors, pest infestations, garbage and other refuse, and similar unpleasant conditions.

This position involves working with family members, case managers, outside agencies and other members of the public in stressful situations.

Incumbents may be required to lift and carry household goods weighing up to 60 pounds up and down stairs.

Position Description for Deputy Representative Payee Estate Investigator

Under general supervision, the Estate Investigator/Representative Payee performs investigative work related to the financial and fiduciary responsibilities of the Public Guardian/Representative Payee.

Essential functions may include:

• Applying for and maintaining income and benefits for a large caseload of clients.
• Reviewing and approving for payment monthly and/or periodic bills.
• Communicating with government agencies, such as Social Security.

This position involves working with family members, case managers, outside agencies and other members of the public.

1. Education: Possession of a baccalaureate degree from an accredited college or university;

AND

2. Experience: One (1) year of professional experience in: Probate, Financial/ Fiduciary Services, Social Work, Case Management or investigations related to one of the above areas.

Substitution: Possession of a master’s degree from an accredited college or university in psychology, social work, public administration or business administration may substitute for the required education and experience.

License and Certification: Possession of a valid California Driver License

Verification of Education and Experience:
Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at https://sfdhr.org/how-verify-education-requirements

Note: Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.

All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.

Resumes will not be accepted in lieu of a completed City and County of San Francisco application.

Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores.

SELECTION PROCEDURES

Supplemental Questionnaire Evaluation (Weight: 100%)

Candidates who meet the Minimum Qualifications will be invited to take the Supplemental Questionnaire Examination. This exam is designed to measure knowledge, skills and/or abilities in job-related areas which may include but not be limited to: knowledge of legal documents, titles to property, both real and personal; office and court procedures; processes involved in the administration of estates ‘ including real estate practices, banking and other financial procedures; requires ability to deal courteously and effectively with others in handling difficult personal situations; perform investigations; administer the estates of deceased persons; prepare reports.

All responses to the Supplemental Questionnaire are subject to verification and should be consistent with the information provided in your application.

Passing score must be achieved on the Supplemental Questionnaire Examination in order to continue in the selection process.

After application submission, candidates deemed qualified must complete all subsequent steps to advance in this selection process, which includes the following:

Minimum Qualification Supplemental Questionnaire (MQSQ): Candidates will be required to complete a MQSQ as part of the employment application. This MQSQ is designed to obtain specific information regarding an applicant's experience in relation to the Minimum Qualifications (MQ) for this position. The MQSQ will be used to evaluate if the applicant possesses the required minimum qualifications.

Eligible List/Score Report: A confidential eligible list of applicant names that have passed the civil service examination process will be created and used for certification purposes only. An examination score report will be established, so applicants can view the ranks, final scores and number of eligible candidates. Applicant information, including names of applicants on the eligible list, shall not be made public unless required by law. However, an eligible list shall be made available for public inspection, upon request, once the eligible list is exhausted or expired and referrals resolved. The eligible list/score report resulting from this civil service examination process is subject to change after adoption (e.g., as a result of appeals), as directed by the Human Resources Director or the Civil Service Commission.

The duration of the eligible list resulting from this examination process will be of twelve (12) months, and may be extended with the approval of the Human Resources Director

Terms of Announcement and Appeal Rights:

Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations. [Note: The correction of clerical errors in an announcement may be posted on the Department of Human Resources website at https://careers.smartrecruiters.com/CityAndCountyOfSanFrancisco1/ .] The terms of this announcement may be appealed under Civil Service Rule 110.4. Such appeals must be submitted in writing to the Department of Human Resources, 1 S Van Ness Avenue, 4th Floor, San Francisco, CA 94103-5413 by close of business on the 5th business day following the issuance date of this examination announcement. Information concerning other Civil Service Commission Rules involving announcements, applications and examination policies, including applicant appeal rights, can be found on the Civil Service Commission website at http://sfgov.org/civilservice/rules.

Additional Information Regarding Employment with the City and County of San Francisco

• Information About The Hiring Process
• Conviction History
• Employee Benefits Overview
• Equal Employment Opportunity
• Disaster Service Worker
• ADA Accommodation
• Veterans Preference
• Right to Work
• Copies of Application Documents
• Diversity Statement

How to Apply

Applications for City and County of San Francisco jobs are only accepted through an online process. Visit https://careers.smartrecruiters.com/CityAndCountyOfSanFrancisco1/ and begin the application process.

• Select the “I’m Interested” button and follow instructions on the screen

Applicants may be contacted by email about this recruitment and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com, @sfpl.org, @dcyf.org, @first5sf.org, @famsf.org, @ccsf.edu, @smartalerts.info, and @smartrecruiters.com).

Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received.

If you have any questions regarding this recruitment or application process, please contact the exam analyst, Josephus Cassell, by telephone at (415) 439-3410 or by email at josephus.cassell@sfgov.org.

CONDITION OF EMPLOYMENT: All City and County of San Francisco employees are required to be fully vaccinated against COVID-19 as a condition of employment. Someone is fully vaccinated when 14 days have passed since they received the final dose of a two-shot vaccine or a dose of a one-shot vaccine. Any new hire must present proof of full vaccination status to be appointed. Any new hire who will be routinely assigned or occasionally enter High-Risk Settings, must provide proof of having received a COVID-19 booster vaccine by March 1, 2022, or once eligible.

The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.