Estate Administrator Assistant

2 weeks ago

San Jose, United States The County of Santa Clara Full time

**Salary**
- $85,053.28 - $102,941.28 Annually**Location**
- San Jose Metropolitan Area, CA**Job Type**
- Full-Time**Job Number**
- 24-V38-A**Department**
- Social Services Agency - DAAS**Division**
- PAG**Opening Date**
- 04/18/2024**Closing Date**
- 5/1/2024 11:59 PM Pacific**Bargaining Unit**
- 01**Description**:
Under supervision, to assist the Estate Administrator in the technical work required to identify, secure, safeguard, inventory, transport, locate, and store personal property of decedent's estates and conservatees property.

**Please complete all the supplemental questions to the best of your abilities. Your answers maybe used in the competitive testing process.**

**The list established will be used to fill any current and future vacant positions.**

**Typical Tasks**:

- Assists with all investigations of premises and personal effects of deceased persons; conducts searches for wills, heirs and relatives of deceased persons, burial instructions, evidence of safe deposit boxes and other valuables and evidence of assets;
- Locates, inventories and preserves all real and personal property;
- Marshals (e.g. gathers, organizes, monitors and exerts authority) estate assets;
- Investigates claims, bills and other liabilities in conservatorship and decedent estates;
- Inputs and retrieves information from computerized database in connection with preparing reports and letters and updating case files;
- Searches for information contained in case files to verify assets and property owned by conservatees/decedents;
- Prepares detailed and itemized reports on activities;
- Disposes of claims against estates;
- May be assigned as a Disaster Service Worker, as required;
- Performs other related duties as assigned.

**Employment Standards**:
Sufficient education, training and work experience to demonstrate the ability to perform the above tasks, and the attainment of the following knowledge and abilities.

**Training and Experience Note**: The knowledge, skills and abilities required to perform this function are acquired through completion of sixty (60) semester units of college.

ANDOne (1) year of experience investigating and/or analyzing real and personal property and other financial resources for a public agency, a financial institution, law office and/or other related business or government agency as it relates to estate management, conservatorship and/or decedent estates.
- **Special Requirements**:

- Possession of a valid California Driver's License upon appointment and the ability to qualify for and maintain a County Driver's Permit.
- Some positions may require Live Scan screening as part of the background check process.

**Knowledge of**:

- Basic principles, practices and methods used in estate and financial investigations;
- Credit collection and investigative principles and practices;
- Management and collection of estate assets;
- Basic techniques and methods used in preparing accountings;
- Basic method of conducting a title search;
- Modern bookkeeping methods and office practices.

**Ability to**:

- Evaluate and interpret laws and regulations, legal documents such as liens, documents of ownership and encumbrances and financial statements;
- Investigate, research and evaluate assets in conservatorship and decedent estates;
- Maintain records and prepare reports and correspondence;
- Communicate clearly and effectively both orally and in writing;
- Effectively adapt to changing policies and procedures;
- Establish and maintain effective working relationships with staff, County personnel, the public, contractors, and other agencies;
- Deal effectively with individuals in emotional or stressful situations;
- Take responsibility for managing assigned tasks to meet challenging deadlines;
- Effectively manage complex, sensitive and confidential material.

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