Estate Administration Specialist II

Job Description:

Estate Administration Specialist II

Description

CAREER DESCRIPTION

Estate Administration Specialist II

Salary may be negotiable within the range listed above, based on position requirements and successful candidate's qualifications, subject to appropriate authorization.

OPEN TO THE PUBLIC

This recruitment will establish an open eligible list and will be used to fill current and future Estate Administration Specialist II positions with this specialty within the Health Care Agency. This eligible list may also be used to fill positions in similar and/or lower classifications throughout the County of Orange.

DEADLINE TO APPLY
This recruitment is open to the public and will close on Thursday, May 7, 2026, at 11:59 PM (PST). Qualified applicants are encouraged to apply immediately.

THE AGENCY
The County of Orange, Health Care Agency (HCA) is a dynamic organization dedicated to creating and supporting an environment that promotes the achievement of optimal individual, family, and community health. Under the direction of the Agency Director, a new and dynamic executive team with an organizational structure comprised of five (5) service areas - Administrative Services, Behavioral Health Services, Correctional Health Services, Public Health Services, and Specialized Medical Services - is committed to meeting the health needs of the diverse Orange County community.

THE DEPARTMENT
The Office of the Public Guardian (PG) is dedicated to the physical and financial safety of persons unable to do so on their own who are conserved when there are no viable alternatives to public conservatorship. The Superior Court determines whether a conservatorship should be established, involving a court process that includes petitioning the court and notifying the proposed conservatee and his or her family of the proceedings. A conservatorship is only established as a last resort through formal hearing. The Court can appoint the Public Guardian as a conservator of the person only, estate only, or both.

THE OPPORTUNITY
The Estate Administration Specialist (EAS) II supports the administration of estates for individuals under the care of the Public Guardian, including coordinating legal documents, benefits, and financial matters following a conservatorship.
The EAS II provides clerical and investigative support functions to Deputy Public Guardian and case management support staff in managing decedent estates. EAS II serves as a liaison with County Counsel attorneys and other legal staff members to ensure that all documents prepared for Court are reviewed for appropriate content.

The duties of the EAS II include, but are not limited to the following:

• Submitting benefit SSA/SSI, Medi-Cal applications on behalf of clients
• Preparing case-specific documents to be submitted to County Counsel that are necessary to move Public Guardian cases expeditiously through the Lanterman-Petris-Short and Probate process
• Ensuring statutory deadlines are met to avoid court citations and surcharges
• Preparing legal documents and correspondence
• Supporting Public Guardian Deputies with legal, procedural, and administrative details including informing deputies of deadlines
• Assisting with case management on active and terminated cases, including scanning case documents, and recording information on spreadsheets and software systems
• Assisting Deputy Public Guardians by informing them of deadlines, in the investigation of their cases and performing tasks necessary for the proper and efficient administration of cases, including assisting the property manager and staff with clerical functions critical to the disposition of assets
• Creating and maintaining organized estate files
• Performing a variety of administrative tasks assigned including greeting clients and directing them to appropriate staff, receiving telephone calls and responding to inquiries in the absence of professional staff, and performing other related duties as needed

DESIRABLE QUALIFICATIONS

The ideal candidate will possess at least one (1) year of professional experience in a public assistance, benefits, financial, medical, real estate or legal field.

In addition, the ideal candidate will possess the abilities, and/or knowledge in the following core competencies:

Professional & Technical Expertise

• Knowledge of application for assistance programs (e.g., Social Security, Medi-Cal, Medicare, 5510 form, Veteran's Benefits)
• Experience with filing paperwork in a formal alphabetical order filing system
• Knowledge of forms and documents pertaining to estate administration
• Work experience and knowledge of financial, medical, real estate, or legal terminology
• Work experience and knowledge within the public assistance field
• Work experience and knowledge of probate practices and procedures
• Knowledge of codes (i.e. CA Probate and Welfare & Institution Code) governing conservatorship and estate administration
• Advanced proficiency in Microsoft Office Programs (e.g., Excel, Outlook and Word)

Critical Thinking | Decision Making | Time Management

• Interpret and apply general rules and regulations related to complex benefit issues
• Apply strong critical thinking to identify issues, develop effective solutions, and seek guidance from management when appropriate
• Well-developed organizational abilities and effectively managing competing priorities
• Exhibit a high level of accuracy when reviewing and preparing documents, with careful attention to detail
• Demonstrate strong personal integrity and the ability to handle sensitive and confidential matters with professional and discretion, and apply sound judgement

Oral Communication | Informing | Listening

• Interact with a diverse range of internal and external stakeholders in a professional and courteous manner
• Consistently maintain a professional, client-focused approach
• Handle challenging phone calls, conversations, and interviews with professionalism and diplomacy
• Actively listen and clarify information as needed

MINIMUM QUALIFICATIONS

Click here for a complete classification description and minimum qualifications, including Physical and Mental Requirements and Environmental and Working Conditions, for Estate Administration Specialist II.

RECRUITMENT PROCESS

Human Resource Services (HRS) will screen all application materials to identify qualified applicants. After screening, qualified applicants will be referred to the next step in the recruitment process. All applicants will be notified via email of their status in the process.

Application Screening (Refer/Non-Refer)
Applications and supplemental responses will be screened for qualifications that are highly desirable and most needed to successfully perform the duties of this job. Only those applicants that meet the qualifications listed in the job bulletin will be referred to the next step.

Online Assessment (Weighted 100%)
Applicants whose experience and education appear to best meet the needs of the department will be invited to participate in an online multiple-choice examination. Only the applicants who receive the highest score on the assessment will be referred to the eligible list.

Based on the Department's needs, the selection procedures listed above may be modified. All candidates will be notified of any changes in the selection procedure.

Eligible List
Once the assessment has been completed, HRS will establish an eligible list of candidates. Candidates placed on the eligible list may be referred to a selection interview to be considered for present and future vacancies.

Veterans Employment Preference
The County is committed to providing a mechanism to give preferential consideration in the employment process to veterans and their eligible spouses and will provide eligible participants the opportunity to receive interviews in the selection process for employment and paid internship openings. Please click here (Download PDF reader) to review the policy.

ADDITIONAL INFORMATION

Email Notification
Email is the primary form of notification during the recruitment process. Please ensure your correct email address is included in our application and use only one email account.

NOTE: User accounts are established for one person only and should not be shared with another person. Multiple applications with multiple users may jeopardize your status in the recruitment process for any positions for which you apply.
Candidates will be notified regarding their status as the recruitment proceeds via email through the GovernmentJobs.com site. Please check your email folders, including spam/junk folders, and/or accept emails ending with "governmentjobs.com" and "ocgov.com." If your email address should change, please update your profile at www.governmentjobs.com.
Frequently Asked Questions
Click herefor additional Frequently Asked Questions.
For specific information pertaining to this recruitment, please contact Mariah Cuellar at (714) 834-3179or[email protected].

EEO INFORMATION

Orange County, as an equal employment opportunity employer, encourages applicants from diverse backgrounds to apply.

Non-Management Benefits
In addition to the County's standard suite of benefits, such as a variety of health plan options, annual leave and paid holidays--we also offer an excellent array of benefits such as a Health Care Reimbursement Account, 457 Defined Contribution Plan and Annual Education and Professional Reimbursement. Employees are provided a Retirement Plan through the Orange County Employees Retirement System (OCERS).

Please go to the following link to find out more about Defined Benefit Pensions and OCERS Plan Types/Benefits.
http://www.ocers.org/active-member-information

Click here for information about benefits offered to County of Orange employees.

Closing Date/Time: 5/7/2026 11:59 PM Pacific

Salary:

$48,900.80 - $64,916.80 Annually