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Career Opportunity

Senior Estate Investigator - Office of the Public Administrator, Public Guardian, Public Conservator and Representative Payee - San Francisco Human Services Agency (4231) - (120408)

Recruitment: RTF0120404-01086639

Published: June 22, 2022


Dorys Lorio -
Ivy Yeung -

Apply using SmartRecruiters, the City and County of San Francisco's Application Portal Learn More

Department: Human Services Agency
Job Class: 4231-Senior Estate Investigator
Role Type: Permanent Civil Service What does this mean?
Hours: Full-time
Exam Type: Position Based Test
Rule: Rule of 3 What does this mean?
List Type: Combined Promotive and Entrance


This announcement has been amended and extended to reflect changes with the application deadline date. Applicants who already applied under recruitment PBT-4231-120408 during the filing period April 22, 2022 through June 22, 2022 need NOT reapply and will be included in the applicant pool. 

5/5/2022: Extended application deadline to May 19, 2022.  

05/23/2022: Reopen to increase applicant pool. Application deadline Tuesday, June 7, 2022. 

06/08/2022: Extended application deadline to June 22, 2022. 

06/22/2022: Extended application deadline to July 7, 2022.

“This is a Position-Based Test conducted in accordance with CSC Rule 111A.”

At the San Francisco Human Services Agency, we believe in a San Francisco where everyone has the opportunity and support to achieve their full potential.  We are comprised of the Department of Benefits and Family Support, and the Department of Disability and Aging Services, and are united by our commitment to deliver essential services that support and protect people, families, and communities.

From financial, nutritional and employment support to child and adult protective services, health care coverage, affordable childcare, and in-home services for older adults and persons with disabilities, our team lends support for all in need.

Our Commitment to Racial Equity

As we work towards our vision of an inclusive San Francisco, we embrace our responsibility to root out systemic racism by creating services and a workforce which reflect the lived experiences and strengths of the people we serve. We are committed to fostering a work environment where our differences are celebrated and everyone has what they need to thrive--no matter their race, age, ability, gender, sexual orientation, ethnicity, or country of origin. Click here to learn more about what this commitment looks like in action.

Role Description

Under direction of the Program Director, the Senior Estate Investigator supervises units of Estate Investigators who perform a range of duties from investigation, coordination of health care, and finances for vulnerable individuals and individuals under conservatorship, and managing estates for deceased individuals. The Senior Estate Investigator may be assigned to any one or more of the division’s programs -- Public Administrator, Public Guardian, and/or Representative Payee Program and may supervise estate investigators in any of the three programs.

This position is responsible for directing, monitoring, and overseeing the daily operations of the unit engaged in estate investigations, including assigning, supervising, training, and evaluating the work of Estate Investigators; advising professional staff on the more difficult aspects of the work and enforces adherence to established policies and procedures; and supervising and participating in the investigations and collection activities.


According to Civil Service Commission Rule 109, the duties specified below are representative of the range of duties assigned to this job class and are not intended to be an inclusive list; may include additional duties as assigned.

1. Oversees daily program operations and functions of the units including policy and procedures, intake, staffing, supervision, performance, compliance, data, and quality and process improvement activities. Must be available to attend court or work after hours based on program needs.

2. Supervises units of 4230 Estate Investigators, including training, coaching, and supervising activities related to the management of finances and person issues for individuals who may be under probate or mental health conservatorship or estates of deceased individuals.

3. Works collaboratively and strategically with internal partners such as management, planning, legal, and other staff to address compliance and complex issues as well as with external partners across systemic issues.  Examples of activities include resolving placement and facility issues, creating and implementing a complex financial plan, assisting with level of care or end of life issues, or resolving lawsuits and complex estate matters for decedents

4. May carry a limited caseload of complex issues and assist with caseloads as needed; Conducts investigations, property searches, in-person visits, and similar activities to support intake functions, case management, urgent situations, or other program needs.  

5. Provides expertise and guidance on the effective management of the duties required to help vulnerable individuals such as: managing client finances and estate issues, coordinating care activities including placement and treatment, preparing and reviewing documentation, referrals, reports, data, and legal documents, and managing risk issues through critical thinking, discussion, mutual exploration of issues, and consensus building with care managers and stakeholders.     

How to Qualify

1. Education: 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;  


2. Experience: Three (3) years of progressively responsible investigative experience including the processing of legal and financial documents; or an equivalent combination of training and experience. 


“The stated desirable qualifications may be considered at the end of the selection process when candidates are referred for hiring.”

  • Knowledge and experience as a fiduciary with conservatorships and estate administration
  • Knowledge and experience with benefits and entitlements
  • Knowledge and experience with the California Probate Code, the Welfare and Institutions Code, and related federal, state and local laws
  • Experience with case management and field work, including working with clients and managing challenging conversations or behaviors
  • Experience with supervision, coaching, and managing performance
  • Experience with utilizing data to identify issues and performance evaluate analysis and reporting  


Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at

Note: Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.

All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.

Resumes will not be accepted in lieu of a completed City and County of San Francisco application.

Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores.”  


“After application submission, candidates deemed qualified must complete all subsequent steps to advance in this selection process, which includes the following:

Minimum Qualification Supplemental Questionnaire (MQSQ): Candidates will be required to complete a MQSQ as part of the employment application. This MQSQ is designed to obtain specific information regarding an applicant's experience in relation to the Minimum Qualifications (MQ) for this position. The MQSQ will be used to evaluate if the applicant possesses the required minimum qualifications.”  

Exam Components:

Examination Plan for this recruitment consists of a Supplemental Questionnaire exam weighted at 100% of the candidates exam score. The Supplemental Questionnaire is design to measure an applicant’s relative knowledge, skills, and abilities in job-related areas identified as critical for successful performance. These may include but are not limited to: knowledge of probate codes and other laws, experience with conservatorships, making fiduciary decisions, experience with data and reporting; ability to working with clients and managing challenging conversations or conflicts of interest; experience with case work and field work.

Eligible List/Score Report: A confidential eligible list of applicant names that have passed the civil service examination process will be created, and used for certification purposes only. An examination score report will be established, so applicants can view the ranks, final scores and number of eligible candidates. Applicant information, including names of applicants on the eligible list, shall not be made public unless required by law. However, an eligible list shall be made available for public inspection, upon request, once the eligible list is exhausted or expired and referrals resolved. The eligible list/score report resulting from this civil service examination process is subject to change after adoption (e.g., as a result of appeals), as directed by the Human Resources Director or the Civil Service Commission.

The duration of the eligible list resulting from this examination process will be of 6 months, and may be extended with the approval of the Human Resources Director. 

To find Departments which use this classification, please see  

Terms of Announcement and Appeal Rights:

For PBT Job Ads:

Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations. Clerical errors may be corrected by the posting the correction on the Department of Human Resources website at 

The terms of this announcement may be appealed under Civil Service Rule 111A.35.1. The standard for the review of such appeals is ‘abuse of discretion’ or ‘no rational basis’ for establishing the position description, the minimum qualifications and/or the certification rule. Appeals must include a written statement of the item(s) being contested and the specific reason(s) why the cited item(s) constitute(s) abuse of discretion by the Human Resources Director. Appeals must be submitted directly to the Executive Officer of the Civil Service Commission within five business days of the announcement issuance date.

What else should I know?

How to Apply

Applications for City and County of San Francisco jobs are only accepted through an online process. Visit and begin the application process.

• Select the “I’m Interested” button and follow instructions on the screen 

Applicants may be contacted by email about this recruitment and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (,,,,,,,,,,,,,, and

Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received.

Exam Analyst Information: If you have any questions regarding this recruitment or application process, please contact exam analyst Dorys Lorio, at 

CONDITION OF EMPLOYMENT: All City and County of San Francisco employees are required to be vaccinated against COVID-19 as a condition of employment. For details on how it is applicable to your employment, please click here.

The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.

All your information will be kept confidential according to EEO guidelines. 

CONDITION OF EMPLOYMENT:  All City and County of San Francisco employees are required to be fully vaccinated against COVID-19 as a condition of employment. Someone is fully vaccinated when 14 days have passed since they received the final dose of a two-shot vaccine or a dose of a one-shot vaccine. Any new hire must present proof of full vaccination status to be appointed. Any new hire who will be routinely assigned or occasionally enter High-Risk Settings, must provide proof of having received a COVID-19 booster vaccine by March 1, 2022, or once eligible.

The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.