Job Information
State of Maine, Bureau of Human Resources Client Asset Management Specialist in Maine, Maine
Client Asset Management Specialist
Maine , United States | Community & Social Services | Full-time | Partially remote
Apply by: May 22, 2024
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Department of Health and Human Services (DHHS)Social Services Program Specialist IOpening Date: May 8, 2024Closing Date: May 21, 2024Job Class Code: 5092
Grade: 22 (Prof. & Tech. Svcs.)
Salary: $45,801.60-$61,443.20/yearPosition Number: 3030-4426Location: Augusta, Bangor, Ellsworth, or Houlton This is a full-time position and allows for partial telework with management approval after the completion of the training period.
Core Responsibilities:
As a Client Asset Management Specialist within OADS, 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 and/or conservatorship.
Your work will be accomplished in accordance with requirements of the Maine Probate Code (MRSA 18-C), DHHS Rules, OADS policies and procedures, and other relevant federal and state 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 individuals for whom the Department serves as adult public guardian and/or conservator or are under investigation by APS for financial exploitation.
• Managing estate assets in collaboration with OADS casework staff, the Office of the Attorney General, Departmental and State financial management staff, the 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 protected person.
• Traveling to client properties to secure real estate, vehicles and other personal property; and to OADS District offices to discuss Client Asset Management issues and provide technical assistance.
• Coordinating with companies and other individuals to assess and arrange the clean out of clients property and/or apartments for individuals subject to public guardianship and/or conservatorship.
• Coordinating with licensed real estate professionals, appraisers and auctioneers for valuation and sale of the real and personal property of individuals subject to public guardianship and/or conservatorship.
• Filing individual tax returns for earned income credit, tax liabilities, Property Tax Fairness Credit and Sales Tax Fairness Credit.
• Actively collaborate with OADS District Office case management staff to assist in managing the financial needs of individuals subject to public guardianship and/or conservatorship.
• Travel to the northern part of the state is required with some overnight travel.
Minimum Qualifications:
We are seeking a hard-working, motivated and reliable person who is willing to learn and work as part of a team to fill this position.
In order to qualify you must have 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 Public or Business Administration 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:
Knowledge of financial management, banking, and/or investment planning and administration and preparing multiple basic federal and state income tax returns.
Knowledge of real estate sale principles and practices.
Ability to analyze, interpret and apply Guardian/Conservatorship statutes, rules, regulations and facts to effectively manage complex estate management cases.
Thinking about applying?
Research shows that people from historically excluded communities tend to apply to jobs only when they check every box in the posting. If you’re currently reading this and hesitating to apply for that reason, we encourage you to go for it! Let us know how your lived experience and passion set you apart.
Agency information:
TheDepartment of Health and Human Services (https://www.maine.gov/dhhs/) (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 facilitating the safety, support and well-being of incapacitated and dependent adults throughout Maine. Within OADS, the Public Guardianship/Conservatorship and Adult Protective Services (APS) programs are responsible for facilitating the protection and support of incapacitated adults who may be subject to abuse, neglect or exploitation.
Application Information:
Please submit all documents or files in PDF format.
For additional information about this position please contact Jan Bee at jan.bee@maine.gov or (207) 287-9207. To apply, please upload a resume and cover letter addressing the three experience areas listed in the requirements section.
To request a paper application, please contactAshley.Smith@Maine.gov (Ashley.Vigue@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%-100% of employee-only premiums ($10,523.28-$12,380.40 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 ($350.40 annual value).
Retirement Plan – The State contributes the equivalent of 13.41% 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 (https://www.maine.gov/bhr/state-jobs/compensation-benefits) , covering many aspects of wellness. Learn about additional wellness benefits for State employees from the Office of Employee Health and Wellness (https://www.maine.gov/bhr/oeh/) .
Note: Benefits may vary somewhat according to specific collective bargaining agreements and are prorated for part-time employment.
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.
Thinking about applying?
Research shows that people from historically excluded communities tend to apply to jobs only when they check every box in the posting. If you’re currently reading this and hesitating to apply for that reason, we encourage you to go for it! Let us know how your lived experience and passion set you apart.