Estate Administration Specialist II

  • Orange County, CA
  • Orange County, California
  • Jan 01, 2022
Full Time Administration and Management
  • Salary: $41,620.80 - $55,224.00 Annually USD

Job Description

Estate Administration Specialist II
In addition to performance-based merit increases, this position is scheduled to receive salary range increases on the following dates:

Effective July 1, 2022 - 3.5% increase

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 Estate Administration Specialist II 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 Estate Administration Specialist (EAS) II is within Strategy and Special Projects Department (SSP), Office of the Public Guardian (PG). The EAS II will provide clerical and investigative support functions to Deputy Public Guardian and case management support staff in managing decedent estates. The EAS II will also 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:

  • Assisting Deputy Public Guardians in the investigation of his/her cases and performing tasks necessary for the proper and efficient administration of their cases, which includes assisting the property manager and staff with clerical functions critical to the disposition of assets;
  • Preparing case specific documents to be submitted to County Counsel that are necessary to move Public Guardian cases expeditiously through the LPS and Probate process and to meet meeting statutory deadlines to avoid court citations and surcharges;
  • Preparing legal documents and correspondence;
  • Supporting Public Guardian Deputies with legal, procedural, and administrative details;
  • Establishing and maintaining estate files;
  • Recording information on spreadsheets and in the Panosoft software system;
  • Informing deputies of deadlines;
  • Receiving telephone calls and answering questions in the absence of professional staff;
  • Assisting with case management on active and terminated cases, including scanning case documents;
  • Driving a personal vehicle for work related activities (mileage reimbursement available); and
  • Performing various administrative tasks as assigned.
The ideal candidate will possess a t least five (5) years of experience working in an office setting, including using Microsoft Office programs for administrative tasks; . Additionally, the ideal candidate will possess a t least two (2) years of legal experience, preferably in an LPS or Probate or other mental health related field . The ideal candidate will also demonstrate knowledge and experience in the following competencies:

Click here to learn more about the minimum qualifications for the Estate Administration Specialist II classification.


Physical Requirements:
Incumbents must possess vision sufficient to read standard text and read a computer monitor; speak and hear well enough to communicate clearly and understandably in person and over the phone; independent body mobility to stand, sit, walk, stoop, and bend routinely to perform daily tasks and to access a standard office environment; manual dexterity to use hands, arms, and shoulders repetitively to operate a keyboard.

Mental Requirements:

Incumbents must possess the ability to independently reason logically to analyze data, reach conclusions, and make recommendations; demonstrate flexibility and adaptability in a team environment; maintain an appropriate work pace; ability to deal calmly and effectively with emotional or controversial interactions.

Environmental Characteristics:

Work is performed in a standard office environment and involves frequent exposure to computer screens.

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.

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.

Please see below for important information regarding COVID-19 related requirements.

The COVID-19 pandemic continues to evolve, and laws, regulations, and policies regarding COVID-19 are subject to change. The County of Orange is required to comply with all applicable State or County Public Health Orders, some of which require vaccination or testing as follows:

  • Workers, who provide services in certain Medical or High-Risk Settings, will be required to provide proof of full vaccination from COVID-19 or to wear a mask and undergo weekly COVID-19 testing .
  • Workers, who provide services in certain Health Care Facilities or in a correctional facility or detention center where health care is provided, will be required to provide proof that they are fully vaccinated and boosted . (Workers may be exempt from this requirement based on religious beliefs or a qualifying medical reason; however, if exempted, they will be required to wear a mask and undergo weekly COVID-19 testing.)
The position for which you are applying may be required to adhere to any applicable State or County Public Health Orders. You will receive notification of any requirement as it applies to a position.

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 more information regarding this recruitment please contact Katherine Jordan @ (714) 834-7324 or .


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