Probate Case Manager

Open Until Filled
Position Title: 
Probate Case Manager
Job Location: 
Escambia County
Salary Range: 
$37,000 - $52,000

This is an Escambia County position.

Salary commensurate with knowledge, education, and experience. Applicants with a Juris Doctorate degree from an accredited law school will be considered at the top of the pay scale.   

General Statement of Job

Assists probate judge, pro se litigants, attorneys and other system personnel related to probate and guardianship cases.

Specific Duties and Responsibilities

Essential Job Functions

Reviews file documents, checks time factors, ensures all mandatory requirements have been completed, flags essential documents and obtains additional documents from pro se litigants and attorneys as needed. Briefs judge(s) on cases.

Assists general public, pro se litigants and other agency personnel by telephone and in person regarding probate and guardianship cases. Reviews Clerk of Court database system and/or other agency database systems and files to provide information and guidance; informs pro se litigants of additional requirements, issues or concerns related to their case. Coordinates information and procedures with other system agencies. Provides general information to the public to assist them with filing or follow-up on probate guardianship cases.

Attends court hearings to assist the judge, collects and records information on Court’s rulings, drafts court orders per judge’s direction and distributes to litigants. Requests additional documentation as needed. Assists individuals and the Court with matters related to court procedures such as adherence to state and local procedures and mandatory requirements.

Assists judge(s) with pre and post judgment orders, ex-parte motions, written correspondence from pro se litigants and other matters related to processing and moving the probate and guardianship cases to resolution.

Tracks and monitors court ordered requirements and follows up with appropriate action to gain compliance or move cases toward disposition. Maintains status of all open files and provides status updates to attorneys. Administratively closes all files that remain open beyond the statutory time limit.

Participates in education training and workshops related to probate and guardianship matters.

Reviews new legislation, forms, rules and other mandates that require procedural and/or administrative changes. Performs research on laws and rules as needed.

Communicates with supervisor and judge(s) on matters related to procedures and other areas requiring consideration, problem-solving or other action.

Must be able to meet work schedule and attendance standards.

Performs related duties as required.

Minimum Training and Experience

Bachelor’s degree in criminal justice, pre-law, legal studies or in a social science field such as sociology, social work, psychology or closely related field and at least one (1) year of progressively responsible experience assisting with probate and guardianship cases; or an equivalent combination of education, training and experience that provides the require skills and abilities. Experience in the legal field and knowledge of the operations of the Florida State Courts System in relation to probate and guardianship issues preferred. Must be computer literate and possess good communication skills. A valid driver’s license is required.

Minimum Qualifications or Standards Required to Perform Essential Job Functions

Physical Requirements: Physical requirements are essentially those of sedentary work. Must be able to operate office equipment including: telephone, facsimile, photocopy machine, recording equipment, computer, and printer. Transport of files may require lifting 10 to 20 pounds.

Data Conception: Requires the ability to compare and/or judge the readily observable functional, structural or compositional characteristics (whether similar to or divergent from obvious standards) of documentation and equipment utilized.

Interpersonal communications: Requires the ability to speak to people of various socioeconomic backgrounds and convey or exchange information; to give and receive instructions and directions; and to interact professionally and tactfully with the public, judges, attorneys, co-workers, providers and other agency personnel.

Language Ability: Requires the ability to read, speak and write Standard English, as well as some technical data such as policy and procedure manuals, legal documents, and reports; able to read and interpret legislative bills, statutes, and rules; requires the ability to draft forms, reports, correspondence and court orders using prescribed formats, and to follow the rules of spelling, grammar, punctuation, diction and style; requires the ability to communicate with a broad array of individuals from various professional and socioeconomic backgrounds.

Intelligence: Requires the ability to apply logical thinking, inductive reasoning and deductive reasoning to solve problems; to collect data, establish facts and draw valid conclusions; to interpret a variety of written and oral directions and instructions; to acquire and apply knowledge on topics related to the position; and to make independent judgments and decisions in the absence of supervision.

Verbal Aptitude: Requires the ability to receive and deliver information, explain processes and procedures, and to give and follow verbal instructions.

Numerical Aptitude: Requires the ability to use basic addition, subtraction, multiplication and division; may require mathematical calculations using decimals and percentages.

Form/Spatial Aptitude: Requires the ability to inspect size and shape; identify degrees of similarity in form and visually read various forms of information.

Motor Coordination: Requires the ability to coordinate hands and eyes in the use of office equipment.

Manual Dexterity: Requires the ability to use various types of office equipment efficiently; requires good handwriting and typing skills.

Color Discrimination: Color discrimination is not essential, although some forms may be more easily recognized or differentiated by color.

Interpersonal Temperament: Require ability to work with many people on many levels; to adapt to stressful times and pressing deadlines; to complete tasks dependent on others; and to maintain a flexible, cooperative team spirit.

Physical Communications: Requires the ability to speak, hear and understand communications presented in multiple mediums including telephone, radio speaker phone, computer, and audio recordings.