Location: Augusta,ME, USA
Estate Management Specialist
Augusta , Maine , United States | Accounting, Business, & Finance | Full-time | Partially remote
Apply by: Jan. 10, 2025
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Department of Health and Human Services (DHHS)Social Services Program Specialist IOpening Date:December 27, 2024Closing Date: January 10, 2025Job Class Code:5092
Grade: 22 (Pro/Tech)
Salary:$47,174.40 - $65,832.00Position Number:02022-7987Location: Augusta (frequent travel to the southern part of the State is required)
This is a full-time position located in Augusta, Maine and allows for up to 3 days of telework per week with management approval.
Core Responsibilities:
As an Estate Management Specialist within APS, you will play a vital role in protecting and administering the estate assets - financial accounts and investments, real property, and personal property - of incapacitated and/or dependent adults who are under Department guardianship (public wards) and/or conservatorship (protected persons).
Your work will be accomplished in accordance with requirements of the Maine Probate Code (MRSA 18-C), APS policies and procedures, Long Term Care MaineCare eligibility rules, and federal program policies, rules and regulations.
General responsibilities of the position include:
- Identifying, documenting and securing financial accounts and investments, real property, and personal property that belong to public wards and protected persons.
- Managing estate assets in collaboration with APS casework staff, the Office of the Attorney General, Department and State financial management staff, Probate Courts, financial institutions, Federal and State agencies, and other business professionals.
Specific job duties include:
- Working with banks and other financial entities to determine the nature and value of financial accounts and investments and managing those assets to the greatest benefit of the public ward or protected person.
- Traveling to client properties to secure real estate, vehicles and other personal property; and to
APS District offices to discuss Estate Management issues and provide technical assistance.
- Coordinating with APS casework staff and licensed real estate professionals for real property appraisal, management and preparation for sale.
- Consulting with appraisers and auctioneers for valuation and sale of personal property.
- Negotiating/paying creditor debt held by the public ward or protected person
- Filing individual tax returns for earned income credit, tax liabilities, Property Tax Fairness Credit and Sales Tax Fairness Credit.
- Act as part of the APS Asset Disposition Committee with Estate Management Supervisor to review and approve disposition of financial accounts and investments, and sale or purchase of real and personal property.
- Collaborate with the Financial Abuse Specialist Team (FAST) to investigate cases of possible financial abuse/exploitation perpetrated against public wards and protected persons.
- Prepare annual accountings (inventory of assets) for public wards as required by the Probate Court.
- Actively collaborate with District Office case management staff to assist in managing client's financial needs.
Minimum Qualifications:
Six (6) years of education and/or professional experience in social services casework, social services program development/delivery, or social services-related fiscal/budget administration/analysis work.
Preference will be given to candidates with a bachelor's degree in criminal justice, sociology or another closely related field and/or possessing knowledge of individual accounting and/or real estate practices.
Please tell us about your experience in the following areas in your cover letter:
1. Knowledge of financial management, banking, and/or investment planning, real estate principles and filing taxes.
2. Ability to analyze, interpret and apply Guardian/Conservatorship statutes, rules, regulations and facts to effectively manage complex estate management cases.
3. Personal initiative and growth of professional expertise and performance as documented in your last two work-related performance evaluations or two written academic references.
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Agency information:
TheDepartment of Health and Human Services ( (DHHS) is dedicated to promoting health, safety, resilience, and opportunity for Maine people. The Department provides health and social services to approximately a third of the State's population, including children, families, older Mainers, and individuals with disabilities, mental illness, and substance use disorders. The Department also promotes public health, operates two state psychiatric hospitals, and provides oversight to health care providers.
The Office of Aging and Disability Services (OADS) within DHHS is responsible for ensuring the safety, support and well-being of adults throughout Maine. Within OADS, Adult Protective Services (APS) is responsible for protecting and supporting incapacitated and/or dependent adults who may be subject to abuse, neglect or exploitation.
Application Information:
To apply, please upload your current resume and cover letter. Please submit all documents or files in PDF format.
For additional information about this position please contact Bonnie Amadei at ...@Maine.gov
To request a paper application, please contact ...@Maine.gov
Benefits of working for the State of Maine:
No matter where you work across Maine state government, you find employees who embody our state motto- Dirigo or I lead -as they provide essential services to Mainers every day. We believe in supporting our workforce's health and wellbeing with a valuable total compensation package, including:
+ Work-Life Fit - Rest is essential. Take time for yourself using 13 paid holidays , 12 days of sick leave , and 3+ weeks of vacation leave annually. Vacation leave accrual increases with years of service, and overtime-exempt employees receive personal leave.
+ Health Insurance Coverage - The State of Maine pays 85%-95% of employee-only premiums ($11,196.96 - $12,514.32 annual value), depending on salary. Use this chart to find the premium costs for you and your family, including the percentage of dependent coverage paid by the State.
+ Dental Insurance - The State of Maine pays 100% of employee-only dental premiums ($387.92 annual value).
+ Retirement Plan - The State contributes the equivalent of 13.29% of the employee's pay towards the Maine Public Employees Retirement System (MainePERS).
+ Parental leave is one of the most important benefits for any working parent. All employees who are welcoming a child-including fathers and adoptive parents-receivesix weeks of fully paid parental leave. Additional, unpaid leave may also be available, under the Family and Medical Leave Act ( .
State employees are eligible for an extensive and highly competitive benefits package ( , covering many aspects of wellness. Learn about additional wellness benefits for State employees from the Office of Employee Health and Wellness ( .
Note: Benefits may vary somewhat according to specific collective bargaining agreements and are prorated for anything less than full-time.
There's a job and then there's purposeful, transformative work. Our aim is to create a workplace where you can learn, grow, and continuously refine your skills. Applicants demonstrate job requirements in differing ways, and we appreciate that many skills and backgrounds can make people successful in this role.
As an Equal Opportunity employer, Maine State Government embraces a culture of respect and awareness. We are committed to creating a strong sense of belonging for all team members, and our process ensures an inclusive environment to applicants of all backgrounds including diverse race, color, sex, sexual orientation or gender identity, physical or mental disability, religion, age, ancestry, national origin, familial status or genetics.
If you're looking for a great next step, and want to feel good about what you do, we'd love to hear from you. Please note reasonable accommodations are provided to qualified individuals with disabilities upon request.