Deputy Public Guardian Conservatorship Investigator III-Aging and Disability Services (Open & Promo) Print (https://www.governmentjobs.com/careers/sanmateo/jobs/newprint/4941576) Apply  Deputy Public Guardian Conservatorship Investigator III-Aging and Disability Services (Open & Promo) Salary $97,531.20 - $121,888.00 Annually Location County of San Mateo, CA Job Type Full-Time Job Number G217AB Department Aging and Disability Services Opening Date 05/19/2025 Bargaining Unit 08 + Description + Benefits + Questions Description Note: This recruitment schedule was amended on June 2, 2025 to extend the Final Filing Date. This recruitment has been changed to "Continuous." The Aging and Disability Services Division of San Mateo County Health is seeking a Deputy Public Guardian Conservatorship Investigator III (DPG). The position is on the Probate Conservatorship Investigation team and is the intake section of the San Mateo County Public Guardian program. The team receives referrals from all sources, for individuals who are no longer able to make decisions for themselves due to a disabling condition other than mental health. The probate conservatorship investigators conduct a very involved inquiry into the individual's past and present life to prove to the court that there are no other alternatives to conservatorship that will allow the individual to continue to live independently in the community. Conservatorship is a very invasive process as it removes most of an individual's rights. Therefore, it is as a last resort that a petition for conservatorship is filed with the Superior Court. The current vacancy is in the Aging and Disability Services Division located in San Mateo, but will drive to visit clients at various locations, attend meetings, and perform various duties of the position. This person will report to the Supervising Deputy Public Guardian of Aging and Disability Services. DPG's have responsibility for managing estates and providing casework services. They administer complex property and litigation cases, prepare complex court reports and testify in Court as needed and may develop comprehensive care plans. DPG III's also provide lead direction and training to other deputies, serve as liaisons with specific County and State department and community agencies, handle those cases that present the greatest liability to the client and/or the County, and may provide 24-hour emergency response services. The ideal candidate will have over three years of experience of coordinating the care and managing the income and assets of frail elderly and gravely disabled persons and possession of a driver's license. The current vacancy is a regular, full-time vacancy. Key responsibilities: + Determine the need for conservatorship including gathering evidence from medical professionals, medical institutions, financial institutions, law enforcement, residential facilities, utility services, friends, relatives and other collateral contacts to substantiate the need for conservatorship. + Locate and document all income, assets and personal and real property. + Interview, advise and confer with the proposed conservatee, relatives, and other collaterals concerning the proposed conservatee's care and the administration of their estate and personal welfare. + Assess the physical, mental and human service needs of the proposed conservatee. + Develop comprehensive care plans for the proposed conservatee which address the assessed needs and level of functioning, reviewing such plans on an on-going basis and modifying as appropriate. + Collaborate with the various community agencies and programs for the benefit of the proposed conservatee. + Prepare detailed court reports including petitions, declarations and status reports that are necessary to outline the status of the proposed conservatee's health, welfare and safety. + Collaborate with County Counsel and various legal professionals associated with the conservatorship investigation. + Testify in court when necessary. Qualifications Knowledge of: + Basic principles and practices of leadwork. + Principles, policies and procedures used in conducting comprehensive assessments of mentally and functionally disabled persons, the elderly and their families. + Principles, policies and procedures used in developing care plans for mentally and functionally disabled persons and the elderly. + Welfare and Institutions Code, Lanterman-Petris-Short Act, Probate Code and other applicable laws and regulations relating to person and estate management. + Regulations governing Federal Assistance, Social Security benefits, Veterans Administration benefits and other entitlements. + Principles and techniques used in estate and financial investigation to determine conservatees' or wards' assets, including real property, stocks, bonds and bank deposits. + Functions and procedures of the court system. + Social and community resources available. + Psycho-social, medical, and economic interrelationships that result in individual and social abnormalities. + Multi-cultural and ethnic diversity. Skill/Ability to: + Train employees. + Assess problems and take appropriate action, particularly in emergency and/or difficult situations. + Develop and maintain effective and cooperative working relationships with County staff, service providers, assigned agencies, and individuals contacted in the course of the work. + Work effectively with mentally and emotionally disabled persons, the elderly and their families. + Maintain complete and accurate case records. + Prepare clear, concise written reports. + Read, interpret, and implement complex written materials. + Communicate effectively, including speaking clearly and concisely. + Develop and implement comprehensive case plans. + Organize and manage large volumes of paperwork. + Respond immediately to client needs in the home and/or institutional settings. Education and Experience: Any combination of education and experience that would likely provide the required knowledge, skills and abilities is qualifying. A typical way to qualify is: + Three years' experience coordinating the care and managing the income and assets of frail elderly and gravely disabled persons. Application/Examination Open and Promotional. Anyone may apply. Current County of San Mateo and County of San Mateo Superior Court of California employees with at least six months (1040 hours) of continuous service in a classified regular, probationary, and extra help/limited term positions prior to the final filing date will receive five points added to their final passing score on this examination. The examination process will consist of an application screening (pass/fail) based on the candidates' application and responses to the supplemental questions. Candidates who pass the application screening will be invited to a panel interview (weight: 100%). Depending on the number of applicants, an application appraisal of education and experience may be used in place of other examinations or further evaluation of work experience may be conducted to group applicants by level of qualification. All applicants who meet the minimum qualifications are not guaranteed advancement through any subsequent phase of the examination. All examinations will be given in San Mateo County, California and applicants must participate at their own expense. IMPORTANT: Applications for this position will only be accepted online. If you are currently on the County's website, you may click the "Apply" button. If you are not on the County's website, please go to https://jobs.smcgov.org to apply. A supplemental application form must be submitted in addition to our regular employment application form. Resume or CV will not be accepted as a substitute for the required employment application and supplemental questionnaire. Online applications must be received by the Human Resources Department before midnight on the final filing date. This is a continuous recruitment which may close at any time. The final filing date will be posted 5 days in advance in the County of San Mateo Human Resources Department. Apply immediately. This recruitment is open on a continuous basis and selections may be made at any time within the process. About the County San Mateo County is centrally located between San Francisco, San Jose, and the East Bay. With over 750,000 residents, San Mateo is one of the largest and most diverse counties in California and serves a multitude of culturally, ethnically, and linguistically diverse communities. The County of San Mateo, as an employer, is committed to advancing equity to ensure that all employees are welcomed in a safe and inclusive environment. The County seeks to hire, support, and retain employees who reflect our diverse community. We encourage applicants with diverse backgrounds and lived experiences to apply. Eighty percent of employees surveyed stated that they would recommend the County as a great place to work. The County of San Mateo is an equal opportunity employer committed to fostering diversity, equity, and inclusion at all levels. HR Contact: Debbie Kong (05192025) - (Deputy Public Guardian Conservator III - G217) We invite you to explore our Benefits-at-a-Glance (https://www.smcgov.org/sites/default/files/2025-05/Benefits%20at%20a%20Glance%204.29.25.pdf) page for a snapshot of the comprehensive and competitive benefits available to eligible employees of the County of San Mateo. From health and wellness to financial security, our benefits are designed to support you at every stage of your career. (Please note that benefits are subject to change.) In addition to core benefits, the County is proud to offer a variety of wellness and professional development programs to help you grow both personally and professionally. Most of these enriching opportunities are available during work hours and come at no cost to you. As a County employee, you’ll also be covered by the federal Social Security system, earning valuable retirement benefits based on your salary and years of service. 01 IMPORTANT: Applicants for this position are required to submit responses to the supplemental questions below. Your responses will provide detailed information about your background and experience related to this position. This information will weigh heavily in the application screening by the subject matter experts and will also be used in the selection process. Answer the questions completely, paying attention to the multi-parts of the questions. While being thorough and detailed, also be concise. Your strategic use of language as well as neatness, clarity of expression, attention to detail, proper use of grammar and the ability to follow instructions will be considered in the evaluation process. A resume will not be accepted as a substitute for your responses. + I have read and understand these instructions. 02 The ability to travel to multiple worksites is required. Therefore, this position requires possession of a class C California driver license or the ability to provide suitable transportation (including public transportation), as approved by the appointing authority. Do you meet this requirement? + Yes, I possess a class C driver license or equivalent + Yes, I am able to provide suitable transportation + No, I do not have a driver license and am not able to provide suitable transportation 03 Describe the experience that has prepared you to manage complex financial cases and develop and implement comprehensive care plans. Specifically include: a) the types of financial cases; b) why they were complex; and c) any plans that were developed and implemented. 04 Describe your experience managing a workload consisting of different responsibilities and various tasks with competing deadlines. Specifically include: a) the extent of your duties and responsibilities; b) your system of managing your daily work; and c) how you ensure deadlines are met. 05 Give one specific example of a situation that demonstrates your ability to efficiently perform research functions and compile and manage comprehensive and extensive documentation for tasks with pending deadlines. Specifically include: a) the situation; b) details of the research you performed; c) the documentation you compiled; and d) the deadline for completion. 06 How did you learn about this position? + County of San Mateo Website + County of San Mateo Job Interest Card Notification + County Hosted Virtual Event + County Hosted Job Fair + CalOpps.org + College/University Career Center + Community-based Organization Posting + Facebook/Instagram + Friend or Relative + GovernmentJobs.com + Indeed + Job Fair + LinkedIn + Professional Publication/Website (Please specify in next question) + X (formerly called Twitter) + Zip Recruiter + Other (Please specify in next question) 07 If you answered, "Professional Publication/Website" or "Other" to the above question, please indicate below how you learned about this position. Your response to this question will help us in better marketing County jobs. Type NA if not applicable. Required Question Employer County of San Mateo Address County of San Mateo Human Resources Department 500 County Center, 4th Floor Redwood City, California, 94063-1663 Phone (650) 363-4343 Website https://jobs.smcgov.org Apply Please verify your email address Verify Email