Deputy Public Guardian I

  • Orange County, CA
  • Orange County, California
  • Jun 15, 2021
Full Time Public Safety
  • Salary: $54,808.00 - $73,403.20 Annually USD

Job Description


This position is scheduled to receive salary range increases on the following dates:
Effective July 2, 2021 - 2.5% increase
Effective July 1, 2022 - 3.5% increase

Mandatory Employee Retirement Contributions will decrease on the following dates:
Effective July 2, 2021 - 1.2% decrease

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

This recruitment is open to the public and will remain open for a minimum of five (5) business days. This recruitment will be open on a continuous basis and will close on the day the County's needs are met. Qualified applicants are encouraged to apply immediately.

This recruitment will establish an open eligible list. This list will be used to fill current and future Deputy Public Guardian I positions at Health Care Agency, Office of the Public Guardian. This recruitment may also be used to fill positions in similar and/or lower classifications throughout the County of Orange.

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 seven services areas - Administrative and Financial, Behavioral Health, Correctional Health, Office of Care Coordination, Regulatory & Medical Health Services, Strategy & Special Projects and Public Health - is committed to meeting the health needs of the diverse Orange County community.

The Deputy Public Guardian I (DPG I) vacancy is within Strategy and Special Projects Department (SSP), Office of the Public Guardian (PG) . The DPG I is an entry-level (trainee) position. Incumbents perform their work under close supervision and are expected to demonstrate increasing responsibility and independence in performing investigation and administrative duties, and assume an increasing caseload during the training period. Under close supervision, the DPG I handles the routine cases, while learning policies, procedures, specific techniques and regulations related to conservatorship investigation and case management. The DPG I may advance to the higher-level after gaining sufficient experience demonstrating proficiency, the ability to perform independently and meeting the qualifications for the higher-level class . There is no permanent status in this class. Incumbents must successfully complete probation and qualify for promotion to the DPG II level within the one (1) year probation period or be subject to termination of their trainee status and/or County employment.

Responsibilities will include, but are not limited to:
  • Provide court investigations and case management services for conservatorship cases including trusts and properties
  • Provide ongoing case management for court appointed conservatorships and trusts
  • Secure property of persons who live in Orange County,
  • Perform ongoing Estate Administration and fiduciary duties in compliance with all trust stipulations
  • Complete timely inventories and accountings
  • Closely monitor investment performance and provide advisement to PG's Accounting Services Team
  • Conduct interviews with referred individuals, their family, friends, physicians, social workers, mental health staff, police and others to determine the need for conservatorship
  • Arrange for and monitor implementation of case plans, treatment plans and continuing care plans for conservatees
  • Evaluate and process creditor's claims against the assets of conservatees and authorize payment of valid claims or billings

The ideal candidate will possess a bachelor's degree from an accredited college in social sciences, behavioral sciences, business administration, accounting or a related field, and have at least one (1) year of financial experience with analysis, including reviewing financial statements, estate or trust management. Additionally, the ideal candidate will possess at least three (3) years of experience working with adults and older adults with pervasive disabling mental and/or physical conditions. The candidate must have the ability to maintain appropriate education and professional certification as a Deputy Public Guardian or Conservator as required by California State Association of Public Administrators, Public Guardians and Public Conservators. The ideal candidate will also demonstrate knowledge and experience in the following competencies:

Technical Skills | Experience
  • Understanding and applying Confidentiality laws, Health Insurance Portability and Accountability Act (HIPAA) and Personal Health Information (PHI) laws and regulations
  • Interviewing multiple stakeholders to gain knowledge to advocate for the well-being of the client and ensuring services, such as psychiatric and medical treatment and placement, are maintained
  • Acting as a liaison on behalf of clients and representing Public Guardian in Court proceedings
  • Understanding basic Welfare and Institution, Probate and Health and Safety government codes for California
  • Ability to write complex and thorough reports within established parameters and meeting court deadlines
  • Documenting information in charts and files
Critical Thinking | Analysis
  • Managing financial affairs; making financial decisions on behalf of clients and conducting transactions such as receiving income and benefits, reviewing invoices and paying bills, coordinating medical coverages managing investments, maintaining and selling property, applying for and maintaining eligibility to benefits, filing tax returns and providing for conservatee's personal and financial needs.
  • Reviewing and making decisions on individualized treatment plan and consulting with other stake holders regarding psychosocial factors involving placement, treatment, financial and personal needs as well as training and support systems to achieve independent living.
  • Conducting a thorough investigation of a proposed conservatee's medical, psychosocial, and financial background and making an assessment to determine viable alternatives, whether or not a conservatorship is needed and who should serve as conservator.
Decision Making Skills | Sound Judgment
  • Reviewing bank statements and identifying discrepancies, or missing payments, or lapse in finances for conservatee
  • Advocating for clients rights; Making decisions of a personal nature on behalf of and in the best interest of the client regarding shelter, medical and psychiatric care and other daily needs
  • Reporting suspicious behavior and circumstances as a mandated reporter
  • Ability to assess behavior and recognize potential behavioral and medical issues
Case Management
  • Managing a high volume complex and active case load that involves spending 50% working in the field
  • Managing competing priorities to meet multiple deadlines despite interruptions and changes in plans.
  • Coordinating with medical facilities to ensure appropriate and timely treatment and authorizations.
  • Securing and monitoring psychiatric, medical, placement and personal needs
  • Creating case narratives to document actions/events throughout investigation and case management
  • Interviewing clients who may be emotional, hostile, exhibiting psychotic behavior or are uncooperative to obtain a variety of biographical, personal and financial data
  • Extracting and evaluating information of an extremely personal and sensitive nature
  • Maintaining up to date and accurate information for each client
Communication Skills | Oral and Written
  • Interviewing family members and medical providers to gain knowledge and insight about clients
  • Writing clear, comprehensive, and grammatically correct reports that fully convey a client's condition, background, circumstances and needs to support investigation findings and recommendations
  • Informing/persuading family members regarding the (conservatorship process) conservators' rights and responsibilities
  • Providing ongoing relevant/critical information in a timely manner to key stakeholders such as the Courts, medical and treatment staff, supervisors and managers and other County and government agencies
Must maintain a valid California driver's license and proof of auto insurance by date of appointment. Incumbents are required to drive their own personal vehicles for conducting services to clients and County business, and will be reimbursed through the mileage claim process.

Please click here to learn more about the minimum qualifications for the DPG I position, including physical, mental and environmental conditions.

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 e-mail of their status in the process.

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 to review the policy.

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 as 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.

Structured Oral Interview (Weighted 100%)
Applicants will be interviewed and rated by a panel of subject matter experts (SMEs). Each applicant's rating will be based on responses to a series of structured questions designed to elicit the applicant's qualifications for the job.

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

Eligible List
Once the assessments have 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.


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 site. Please check your email folders, including spam/junk folders, and/or accept emails ending with "" and "" If your email address should change, please update your profile at .


Click here for additional Frequently Asked Questions.
For specific information pertaining to the Deputy Public Guardian I, please contact Iolani Kleen at or (714) 834-7336.


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

Closing Date/Time:

Job Address

Orange County, California United States View Map