Colorado Judicial Branch
Protective Proceedings Monitor
Job Title
Protective Proceedings Monitor
Job Code
R43531
Job Series
Trial Courts
FLSA Status
Exempt
OCC Group
Professional Services (PS)
Signature of the State Court Administrator approval available on file in the Human Resources Division.
General Statement Of Duties
Summary of Job Classification:
Monitors and tracks reporting requirements of court appointed guardians and conservators. Assists the Court in assessing guardian and conservator expenditures.
Distinguishing Factors
Human Collaboration:
Work may require providing advice to others outside direct reporting relationships on specific problems or general policies. Contacts may require the consideration of different points of view to reach agreement. Elements of persuasion may be necessary to gain cooperation and acceptance of ideas. Interactions have significant impact.
Freedom to Act & Impact of Actions:
Receives General Direction
Employee normally perform the job by following established standard operating procedures and/or policies. There is a choice of the appropriate procedure or policy to apply to duties. Performance reviewed periodically. Impact of actions are moderate.
Knowledge & Skills:
Advanced: Work requires advanced skills and advanced & extensive knowledge of work. Incumbent can handle complex tasks and translate complex nuances related to aspects of the job. Recognized by others within organization for technical depth of knowledge. Likely impact on organization is standard.
Fiscal Responsibility:
May assist in the collection of data in support of recommendations for functional area budget allocations. May monitor division or program/promotional level budget and expenditures.
Essential Functions Of the Position
To perform this job successfully, an individual must be able to perform assigned essential functions listed below satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Frequency and percentage of time may vary based on assignment.
Oversees guardianships and conservatorships for minors and individuals who are vulnerable due to health and mental reasons.
Reviews annual and special reports for adult and minor wards subject to a guardianship or conservatorship. Reviews case documentation and issuing orders. Ensures all documentation is accurate and compliant. Maintains documents per records retention guidelines.
Creates case files, processes clerk reviews, scans and uploads supporting documentation. Completes changes of venue requests, issues letters of appointment, and reviews and processes data integrity reports.
Validates detailed and appropriate financial activity. Verifies math calculations, transfer of figures, reasonableness of expenses, and accounting of assets. Ensures complete accounting of the Respondent’s estate responsibly. Composes and issues orders or letters to correct deficiencies. Rejects pleadings that do not meet standards.
Makes determinations regarding appointment of Personal Representatives. Composes and issues orders and letters when appropriate. Requests additional information from applicants to correct deficiencies as needed.
Provides customer service to court visitors, courtroom staff, and members of the public. Answers questions and inquires and shares court and case information as appropriate via phone, email, and in person.
Ensures compliance with new legislative and amendments and Chief Justice Directives (CJD). Attends monthly meetings with State Court Administrator's Office and annual meetings as outlined by CJD.
Tracks and monitors all probate cases, including protective proceedings and estate. Schedules and addresses review dates, drafts issues to prevent delay of cases, and ensures all parties comply with issued orders.
Performs other duties as assigned.
Supervisor Responsibilities
Work requires the occasional direction of helpers, assistants, seasonal employees, interns, or temporary employees. The work performed by majority of employees is complex.
Minimum Education
Education and Experience Equivalency:
Bachelor’s degree in the field of Psychology, Sociology, Financial or related field.
OR
Additional work experience in these or other related fields may be substituted on a year for year basis for the required formal education.
Work Related Experience:
1 to 3 years of experience in social work or similar field.
Licenses and Certifications:
None.
Physical Demands
Physical Effort Requirements:
Sedentary Work - Exerting up to 10 pounds of force occasionally, a negligible amount of force frequently, and/or constantly having to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only.
Work Environment
Work Environment:
Good-Relatively free from unpleasant environmental conditions and/or hazards.
Work Location:
Office or similar indoor environment; confined space.
Exposures:
Individuals with high emotions; individuals who are hostile or irate; individuals with known violent backgrounds; communicable disease.