Assistant, Trust Administration
About The Position
The Alberta Public Service works to build a stronger province for current and future generations. We make a difference in the lives of Albertans through rewarding and diverse career opportunities.Assisted Living and Social Services (ALSS) provides supports for seniors, families, and communities, and helps Albertans access disability services, continuing care, financial supports, affordable housing, services for the homeless, and other social-based programs. The Ministry supports Albertans through a person-centered, integrated service delivery model that recognizes the unique circumstances, experiences and strengths of individuals and families. The Office of the Public Guardian and Trustee (OPGT) provides essential support for individuals that are not able to make personal or financial decisions. It offers guardianship and trusteeship services, administers estates, and manages benefits. OPGT also oversees capacity assessments, investigates complaints regarding decision-makers, and provides guidance on advance planning and personal directives. As a crucial member of a multi-disciplinary team, you will work closely with Public Trustee Representatives, supervisors, lawyers, tax officers and other professional stakeholders to support Public Trustee clients. Your focus will be on providing support to the Public Trustee team in the day-to-day administration of estates and trusts, spanning areas such as represented adults, deceased estates, and official guardian files.
Requirements
- High school diploma combined with a minimum of three (3) years of related experience providing administrative support for one of the following areas: Office administration experience. Legal or financial administration in an estates or trust office and/or Social Services administration would be preferred.
- Demonstrated experience using Microsoft Office Suite (e.g. Word, Outlook, Excel, and SharePoint).
- Experience in supporting a high-volume program area.
Nice To Haves
- Experience in client-focused program delivery with an emphasis on understanding and meeting the needs of vulnerable clients.
- Experience with contact center technology.
Responsibilities
- Administrative assistance in researching information, contacting clients, family members and other stakeholders for information, preparing correspondence and documentation.
- Financial Administration - Reviewing and authorizing client payments within your scope of authority and reconciling invoices.
- Legal Work - Preparing court applications and other legal documents.
- Answering contact center technology phone line to support clients and stakeholders.
- Other Responsibilities – Managing a variety of tasks, including completing benefit applications, creating family trees, and developing and maintaining spreadsheets to collect data and monitor workflow.
- Ensures adherence to established Trust Administration policies and procedures.
Benefits
- Public Service Pension Plan (PSPP)
- Professional learning and development
- Positive workplace culture and work-life balance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
