ASSETS ANALYST TRAINEE                                                    0630

 

DISTINGUISHING FEATURES OF THE CLASS

Under direct supervision, an employee in this class performs entry level technical work in determining the existence and value of real and personal assets of social service applicants/recipients so as to reduce or defray the cost of public assistance.  The incumbent works closely with professional supervisors in learning all aspects of the work, but may function with limited technical independence on the more routine aspects of the work as the incumbent becomes familiar with them.  All work is subject to review through frequent consultation and examination of work performed.  After one (1) year of continuous service as a permanent competitive Assets Analyst Trainee, the incumbent achieves permanent status as an Assets Analyst without further examination.  Does related work as required.

 

TYPICAL WORK ACTIVITIES

          Attends on-the-job and special training sessions and participates in conferences and regular staff meetings;

          Assists in the investigation of assets of social service applicants/recipients; verifies financial resources of clients applicable to the repayment of public assistance funds;

          Assists in the preparation and conducting of sales of department-owned properties;

          Studies and reports on the desirability of maintaining property of clients through the expenditure of public funds;

          Assists in the preparation of informal real property appraisals for departmental use.

 

FULL PERFORMANCE KNOWLEDGES, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS

Working knowledge of real estate and business instruments, working knowledge of legal procedures involved in personal litigation and estate actions; working knowledge of state and local laws and regulations applicable to the sale of real and personal property; ability to understand and follow oral and written instructions; ability to conduct interviews and to elicit information; ability to maintain effective working relationships with staff members and officials in other agencies; ability to analyze and evaluate data and prepare reports; ability to express oneself clearly and concisely, both orally and in writing; physical condition commensurate with the demands of the position.

 

MINIMUM QUALIFICATIONS

          OPEN COMPETITIVE

          Graduation from a standard senior high school or possession of a high school equivalency diploma, and three (3) years of analytical, technical or investigative experience in financial administration, accounting, insurance claims, real estate, law or a related field.

 

NOTE:  Additional relevant education from a college with federally-authorized accreditation or registration by NY State will be substituted for experience on a year-for-year basis up to a maximum of one (1) year.

 

NECESSARY SPECIAL REQUIREMENT

At the time of appointment and during employment in this title, employees must possess a valid license to operate a motor vehicle in New York State.

 

04/29/87

SUFFOLK COUNTY

Competitive

Review 7/23/15