Job Description

The Public Guardian Manager manages the day-to-day program operations of the Office of the Public Guardian, including intake, investigations, policies and procedures, workflow between legal and finance department, compliance, staff training and performance, quality assurance, and resolves complex person and estate issues consistent with state probate laws.

In addition, this position is involved in the analysis of complex issues and conducts workflow and quality assurance improvements, especially between the program, legal, and accounting; oversees t supervising senior estate investigators in charge of a unit of estate investigators who carry a caseload of individuals with complex health/mental health and estate needs. 

Essential duties include:

1. Manages program budgets and requirements, expenditures, program special funds, and may interface with financial institutions on specific issues.

2.  Oversees the operations of a team involved in investigations, case management, financial management, and other fiduciary services.

3.  Trains and develops staff  in case management, fiduciary responsibilities, personal and real property management, appraisals, insurance, taxes, legal documents, family/heir searches, documentation, placement and long term care issues, ethics, and end of life issues.

4.  Ensures fiscal accountability with regular quality improvement activities for all monthly and annual transactions Medi-Cal spenddowns, taxes, pre-need accounts, and similar activities; works with fiscal and legal staff to ensure workflow is streamlined and efficient.

5.  Participates in strategic planning and targets; and monitors performance measures and outcomes.

6.  Evaluates and implements goals, responsibilities, policies, and procedures with the collaboration of internal and external partners such as San Francisco Superior Court and City agencies while assuring compliance with the duties and responsibilities expected under California Probate Law and Welfare and Institutions Code.

Qualifications

1. Education Possession of a baccalaureate degree from an accredited college or university in social work, counseling, psychology, business administration, public administration, law  or a closely related field; AND

2.  Experience: Four (4) years of verifiable, professional, progressively responsible investigative experience working in programs serving older adults and/or adults with disabilities, in a large social services setting or related community-based organization, performing probate or mental health conservatorship and/or legal services including the processing of legal and/or financial documents.

Substitution:

Additional experience as described above may be substituted for up to two (2) years of the required education on a year-for- year basis. One year (2000 hours) of additional qualifying experience will be consider equivalent to 30 semester units/45 quarter units equal one (1) year.

DESIRABLE QUALIFICATIONS:

The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring.

• Five (5) years of experience with a caseload of clients under probate conservatorship of person and estate
• Two (2) years of experience with implementing programs including program development, policy and procedures, outreach, workflow, staff performance, data integrity, and compliance
• One (1) year of experience with legal and ethical issues including working with attorneys, probate, court and court deadlines, and end of life issues
• One (1) year of experience supervising staff who are conducting activities such as: the conservatorship of person and estate
• Knowledge of California Probate Law and the Welfare and Institutions Code

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

Additional Information

NOTES

1. 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.

2. Applicants must meet the minimum qualification requirement by the final filing date unless otherwise noted.

In line with the Official Public Health Order to slow the spread of COVID-19, a “shelter-in-place” has been issued for all San Francisco residents and this order is expected to be in effect until further notice.  As a result, the Department of Human Resources (DHR)’s office (located at 1 South Van Ness Avenue, 4th Floor, San Francisco, CA 94103) is currently closed to the general public. If you have any questions, please feel free to email the Human Resources Analyst listed on this announcement.

SPECIFIC INFORMATION REGARDING THIS EXAMINATION PROCESS ARE LISTED BELOW.

• APPLICATION OPENING - October 1, 2021
• APPLICATION DEADLINE - October 18, 2021
• COMPENSATION:  $124,072.00 - $158,366.00 Yearly
• EXAMINATION PLAN for this recruitment consists of a Supervisory Test Battery (STB)  (weight: 40% of candidate exam score) and a Supplemental Questionnaire (SQ)  (weight: 60% of candidate exam score).  The SQ will be sent to those qualified candidates who pass the STB at a later date.
• ELIGIBLE LIST DURATION resulting from this examination process will be six (6) months.
• CERTIFICATION RULE for the eligible list resulting from this examination will be Rule of the List.
• EXAM TYPE: Combined Promotive and Entrance

ADDITIONAL INFORMATION REGARDING EMPLOYMENT WITH THE CITY AND COUNTY OF SAN FRANCISCO

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

If you have any questions regarding this recruitment or application process, please contact Mirna Palma  by telephone at (415) 557-5665 or by email at mirna.palma@sfgov.org. 

CAROL ISEN, HUMAN RESOURCES DIRECTOR

CONDITION OF EMPLOYMENT:  All City and County of San Francisco employees are required to be vaccinated against COVID-19 as a condition of employment.  For details on how it is applicable to your employment, please click here.

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.

Carol Isen - Human Resources Director