Public Trustee Representative

Government of Alberta•Edmonton, AB

1d•CA$76,613 - CA$100,492•Onsite

About The Position

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. The Office of the Public Guardian and Trustee (OPGT) is currently seeking qualified Public Trustee Representatives for the Edmonton office. The ideal candidate will have strong interpersonal skills and demonstrated experience in estate administration and/or law. Public Trustee Representatives will conduct trust administration for vulnerable people and estates. This requires an investigative mindset that includes foresight into impact assessment as well as outstanding people skills and the ability to critically apply both legislation and policy to various scenarios. Public Trustee Representatives will be dedicated to solution-focused service excellence and have a strong sense of fiduciary responsibility to act in their client’s best interests. Responsibilities focus on the financial management of client assets, including financial planning for represented adults, and administration of deceased estates and minors’ trusts. The role of Public Trustee Representative requires a client focused outlook, excellent case management skills, and the willingness and ability to work effectively as a member of a multi-disciplinary team. The role includes conducting on-site investigations and duties in relation to the management of property where required within the Province of Alberta.

Requirements

University graduation in a related field (e.g., Business Administration, Commerce, Accounting, Finance, Law, or Social Services) with a minimum of three (3) years progressively responsible related experience in estate or trust administration, financial planning, banking, legal or accounting sector; or equivalent.
Related diploma plus 5 years directly related experience.
Accounting designation and 1 year additional related experience.
A valid driver’s license is required as travel within the province of Alberta is a requirement for the role.
Mediation and negotiation skills
Ability to form and develop positive relationships with clients and stakeholders
An investigative mindset
High quality, client-centric service
Judgment, analytical, problem solving and decision making
Interpersonal and relationship management skills to resolve conflict
Ability to analyze information from multiple sources and evaluate options and recommendations
Commitment to confidentiality, discretion, flexibility and diplomacy
Financial planning and budgeting
Ability to identify risks and develop mitigation strategies
Ability to assess information and circumstances and apply appropriate procedures and legislation
Some physical labour may be required when conducting on-site investigations and ability to attend locations that may contain elements that are deemed hazardous that will require the use of Personal Protective Equipment (PPE).

Nice To Haves

Experience in trust administration or a legal background will be a clear asset to the successful candidate.
Experience managing large caseloads.
Experience working with vulnerable population
Experience providing service via contact centre technologies/platforms
A related designation such as Certified Financial Planner (CFP), Professional Financial Planner (PFP), or Trust and Estate Practitioner (TEP), or similar.

Responsibilities

Conduct trust administration for vulnerable people and estates.
Conduct on-site investigations and duties in relation to the management of property where required within the Province of Alberta.
Financial management of client assets, including financial planning for represented adults, and administration of deceased estates and minors’ trusts.
Client focused outlook, excellent case management skills, and the willingness and ability to work effectively as a member of a multi-disciplinary team.