4231-Senior Estate Investigator

Senior Estate Investigator

Job classification

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Current compensation plan

Effective: Jan 06, 2024

See Historic and future compensation information for this class

Step:	Step 1	Step 2	Step 3	Step 4	Step 5
Rate /hr:	$50.7625	$53.3000	$56.0000	$58.7625	$61.7125
Rate /biweekly:	$4,061.00	$4,264.00	$4,480.00	$4,701.00	$4,937.00
Rate /year:	$105,586	$110,864	$116,480	$122,226	$128,362

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Job description

SAN FRANCISCO CIVIL SERVICE COMMISSION

CLASS TITLE: SENIOR ESTATE INVESTIGATOR CODE: 4231

CHARACTERISTICS OF THE CLASS:

Under direction performs the more responsible and difficult investigative work in connection with the location, inventory and preservation of assets of estates coming under the jurisdiction of the Public Administrator; supervises. trains and reviews the work of subordinate investigators; and performs related duties as required.

D1STINGUISHING FEATURES:

Incumbents in this class are assigned the most complex and difficult estate investigations where there may have been a violation of the law. Additionally. incumbents in this class assign, supervise and evaluate the work of Estate Investigators engaged in the conduct of the more routine investigations. This classification is distinguished from the lower investigative level by its supervisory responsibility and responsibility for conducting the more involved estate investigations.

EXAMPLES OF DUTIES:

1. Performs difficult, complex and/or specialized estate investigations where there may have been a violation of the law; investigates cases -involving a possible violation of the law where criminal prosecution may follow; conducts complex investigations which involve civil action where improprieties may have occurred and where there may be a possibility of recovering lost assets; performs investigations which Involve complex financial transactions.

2. Supervises and participates in the more routine -investigations and collection activities which include gathering pertinent personal background information; collecting personal property and evidence of other assets from residences, bank accounts and safe deposit boxes; arranging for or transporting the property to storage facilities; maintaining records. Reviews receipting procedures of subordinate estate investigators and works with bank officers to trace accounts for possible fraud.

3. Assigns, supervises, trains and evaluates the work of subordinate estate investigators; acts as a resource person; advises subordinates on the more difficult aspects of the work and enforces adherence to established policies and procedures.

4. Acts as an assistant to the departmental attorney for contested matters concerning conservatorships; compiles information for presentation in court and assists the attorney during court proceeding in gathering materials for appropriate documentation.

5. Serves subpoenas and/or summonses where there may be a possible violation of the law regarding a conservatee; evaluates pertinent information and data to determine if additional legal or criminal action should be considered and. if appropriate, makes recommendations for further legal action.

6. Acts as a liaison with the District Attorney's Consumer fraud unit and with the Police fraud section by exchanging information and evidence.

CLASS T1TLE: SENIOR ESTATE INVESTIGATOR CODE: 4231

MINIMUM QUALIFICATIONS:

Training and experience: Requires completion of a four-year college

or university with a baccalaureate degree in business administration, public administration, law, economics, accounting or a closely related field and three years of progressively responsible investigative experience including the processing of legal and financial documents; or an equivalent combination of training and experience.

Knowledge, Abilities and Skills: Requires a comprehensive knowledge of investigative techniques, methods and procedures; legal documents, titles to property, both real and personal: office and court procedures; processes involved in the administration of estates, including real estate practices; banking and other financial procedures; methods of supervision and training.

Requires ability to: plan, assign, train and supervise the work of subordinate personnel; deal courteously and effectively with others in handling difficult situations; analyze and evaluate data collected in the course of investigations; handle complex investigations with tact and resourcefulness; maintain records and prepare reports.

ADOPTED: 1-14-85

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Standard information

Disaster service work

All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.

Historic and future compensation

Effective (Sched)	Step 1	Step 2	Step 3	Step 4	Step 5
Jan 06, 2024 (Y)	$50.7625	$53.3000	$56.0000	$58.7625	$61.7125
Jul 01, 2023 (X)	$49.6500	$52.1250	$54.7625	$57.4750	$60.3500
Jul 01, 2022 (W)	$48.4375	$50.8500	$53.4250	$56.0750	$58.8750
Jan 08, 2022 (V)	$45.1625	$47.4125	$49.8125	$52.2875	$54.9000
Jul 01, 2021 (U)	$44.9375	$47.1750	$49.5625	$52.0250	$54.6250
Dec 26, 2020 (T)	$43.4125	$45.5750	$47.8750	$50.2625	$52.7750
Jul 01, 2020 (S)	$42.1500	$44.2500	$46.4750	$48.8000	$51.2375